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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
AAMG
2351
AMG Asset Management Group
Georgia
$230K
TDC
2352
Thompson Davis & Co
Virginia
$230K
IWN
2353
Independent Wealth Network
Iowa
$230K
ESC
2354
Eurizon SLJ Capital
$230K
LS
2355
Leelyn Smith
Illinois
$230K
KIM
2356
Kestra Investment Management
Texas
$229K
IP
2357
Investment Partners
Ohio
$229K
OHWP
2358
Oak Harbor Wealth Partners
North Carolina
$229K
KL
2359
KWMG LLC
Kansas
$229K
OCM
2360
Orion Capital Management
California
$228K
GWA
2361
Gratus Wealth Advisors
Virginia
$228K
NB
2362
Northwest Bancshares
Pennsylvania
$228K
WI
2363
WBI Investments
New Jersey
$227K
MWA
2364
Muirfield Wealth Advisors
North Carolina
$227K
CS
2365
Cannell & Spears
New York
$227K
BWA
2366
Blodgett Wealth Advisors
California
$227K
NNPTE
2367
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$227K
NC
2368
NewSquare Capital
Pennsylvania
$226K
SP
2369
Symmetry Partners
Connecticut
$226K
WAL
2370
W Advisors LLC
Tennessee
$224K
FAL
2371
Focused Alpha LLC
Colorado
$224K
WAS
2372
Winch Advisory Services
Wisconsin
$224K
AWA
2373
Aletheian Wealth Advisors
Washington
$224K
FFG
2374
First Financial Group
North Carolina
$224K
HFRG
2375
Houlihan Financial Resource Group
Virginia
$224K