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Wells Fargo

2,793 hedge funds and large institutions have $184B invested in Wells Fargo in 2026 Q1 according to their latest regulatory filings, with 178 funds opening new positions, 1,045 increasing their positions, 1,174 reducing their positions, and 221 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

19% less first-time investments, than exits

New positions opened: 178 | Existing positions closed: 221

21% less call options, than puts

Call options by funds: $3.07B | Put options by funds: $3.88B

36% less funds holding in top 10

Funds holding in top 10: 9259 (-33)

Holders
2,793
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
59
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.07B
Puts
$3.88B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WMP
2276
Wealth Management Partners
Arizona
$258K
SPI
2277
Sutton Place Investors
New York
$258K
SRM
2278
Shelter Rock Management
New York
$257K
PCM
2279
Penserra Capital Management
California
$257K
OIS
2280
Okabena Investment Services
Minnesota
$257K
CVA
2281
Central Valley Advisors
California
$257K
AFS
2282
Axiom Financial Strategies
Indiana
$256K
BWM
2283
BNC Wealth Management
Oregon
$256K
ITFISA
2284
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$256K
MTIC
2285
Missouri Trust & Investment Company
Missouri
$255K
JTWM
2286
Jackson Thornton Wealth Management
Alabama
$255K
CIA
2287
Caledonia Investments (Australia)
Australia
$255K
CSB
2288
City State Bank
Iowa
$254K
BAM
2289
Brave Asset Management
New Jersey
$254K
FWM
2290
Finer Wealth Management
Massachusetts
$254K
WSFG
2291
Wall Street Financial Group
Illinois
$253K
BFC
2292
Blue Fin Capital
Rhode Island
$253K
WA
2293
Walsh & Associates
Florida
$253K
VCM
2294
Vivaldi Capital Management
Illinois
$253K
IAS
2295
Investment Advisory Services
Texas
$252K
GWM
2296
GDS Wealth Management
Texas
$252K
FWM
2297
Forza Wealth Management
Florida
$252K
AWM
2298
Ariadne Wealth Management
California
$252K
JWS
2299
Juncture Wealth Strategies
Arizona
$251K
DFG
2300
Demars Financial Group
Washington
$250K