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Wells Fargo

2,790 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, 1,044 increasing their positions, 1,172 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
2,790
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
HWA
2301
Heartwood Wealth Advisors
Virginia
$248K
SC
2302
Schiavi & Co
Delaware
$248K
AGC
2303
August Group Capital
$247K
OCWP
2304
Owl Creek Wealth Partners
Colorado
$247K
ARG
2305
Advisory Resource Group
Oklahoma
$247K
IPWA
2306
International Private Wealth Advisors
California
$247K
EI
2307
Ellevest Inc
New York
$246K
AF
2308
Abound Financial
California
$246K
BW
2309
Blalock Williams
Alabama
$246K
AF
2310
Aviso Financial
Ontario, Canada
$246K
NCMW
2311
Northern Capital Management (Washington)
Washington
$246K
RFN
2312
RDA Financial Network
Iowa
$244K
SFG
2313
Sovereign Financial Group
Connecticut
$243K
BOH
2314
Bank of Hawaii
Hawaii
$242K
EBA
2315
Eagle Bay Advisors
New York
$242K
OWM
2316
Omnitrust Wealth Management
Florida
$242K
4A
2317
4Wealth Advisors
Illinois
$241K
PIA
2318
Powell Investment Advisors
Florida
$241K
CA
2319
Cannon Advisors
North Carolina
$240K
AA
2320
Apriem Advisors
California
$240K
UBG
2321
United Bank (Georgia)
Georgia
$240K
PCP
2322
Panoramic Capital Partners
Oregon
$239K
TIP
2323
Torray Investment Partners
Maryland
$239K
SOAMC
2324
Spirit of America Management Corp
New York
$239K
CC
2325
Constitution Capital
Connecticut
$239K