We are live on ! Find out more
WFC icon

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
WPW
2301
Watershed Private Wealth
Illinois
$249K
HFAS
2302
Hummer Financial Advisory Services
Illinois
$249K
HWA
2303
Heartwood Wealth Advisors
Virginia
$248K
SC
2304
Schiavi & Co
Delaware
$248K
AGC
2305
August Group Capital
$247K
OCWP
2306
Owl Creek Wealth Partners
Colorado
$247K
ARG
2307
Advisory Resource Group
Oklahoma
$247K
IPWA
2308
International Private Wealth Advisors
California
$247K
EI
2309
Ellevest Inc
New York
$246K
AF
2310
Abound Financial
California
$246K
BW
2311
Blalock Williams
Alabama
$246K
AF
2312
Aviso Financial
Ontario, Canada
$246K
NCMW
2313
Northern Capital Management (Washington)
Washington
$246K
RFN
2314
RDA Financial Network
Iowa
$244K
SFG
2315
Sovereign Financial Group
Connecticut
$243K
BOH
2316
Bank of Hawaii
Hawaii
$242K
EBA
2317
Eagle Bay Advisors
New York
$242K
OWM
2318
Omnitrust Wealth Management
Florida
$242K
4A
2319
4Wealth Advisors
Illinois
$241K
PIA
2320
Powell Investment Advisors
Florida
$241K
CA
2321
Cannon Advisors
North Carolina
$240K
AA
2322
Apriem Advisors
California
$240K
UBG
2323
United Bank (Georgia)
Georgia
$240K
PCP
2324
Panoramic Capital Partners
Oregon
$239K
AT
2325
Avalon Trust
New Mexico
$239K