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