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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
WIC
2376
Willis Investment Counsel
Georgia
$223K
CCA
2377
Cooper Capital Advisors
California
$222K
LW
2378
Livet Wealth
Utah
$221K
EAP
2379
Elevation Advisory Partners
Florida
$221K
CFGW
2380
Chancellor Financial Group WB
Pennsylvania
$221K
CWP
2381
Curated Wealth Partners
California
$220K
BFG
2382
Beto Financial Group
Idaho
$220K
BIA
2383
Bell Investment Advisors
California
$220K
SWA
2384
SOA Wealth Advisors
New York
$219K
EFG
2385
Elevated Financial Group
Indiana
$219K
LFWA
2386
LiftPoint Family Wealth Advisors
New Jersey
$219K
WPA
2387
West Paces Advisors
Georgia
$219K
QPW
2388
Quantum Private Wealth
Florida
$219K
EWA
2389
Eagle Wealth Advisors
Connecticut
$218K
SA
2390
Skyline Advisors
Washington
$218K
GWAG
2391
Garrett Wealth Advisory Group
Texas
$218K
BWP
2392
Balboa Wealth Partners
Arizona
$217K
AAS
2393
Asset Allocation Strategies
Michigan
$217K
PFM
2394
Patton Fund Management
Texas
$216K
GGS
2395
Galvin Gaustad & Stein
Arizona
$216K
JC
2396
JB Capital
Connecticut
$216K
SGI
2397
Swan Global Investments
Colorado
$216K
RB
2398
Rodgers Brothers
Pennsylvania
$216K
JWM
2399
JPL Wealth Management
Colorado
$216K
MAA
2400
Mraz Amerine & Associates
California
$215K