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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
IW
2401
Instrumental Wealth
Florida
$215K
JIG
2402
Junk Investment Group
Maryland
$215K
HIIFS
2403
Harel Insurance Investments & Financial Services
Israel
$215K
AWM
2404
Aries Wealth Management
Maine
$215K
BIA
2405
Beacon Investment Advisors
Maryland
$215K
GAM
2406
Grandview Asset Management
Pennsylvania
$214K
SF
2407
SWP Financial
California
$214K
OPWM
2408
Oregon Pacific Wealth Management
Oregon
$214K
ACC
2409
Acorn Creek Capital
Colorado
$213K
CWM
2410
Cherrydale Wealth Management
New Jersey
$213K
WFPG
2411
Waller Financial Planning Group
Ohio
$213K
NCM
2412
NCM Capital Management
New Jersey
$212K
MHWM
2413
Montz Harcus Wealth Management
Louisiana
$212K
CCP
2414
Clarkston Capital Partners
Michigan
$211K
KFS
2415
Kurt F. Somerville
$211K
IA
2416
IFC Advisors
California
$211K
WCM
2417
Washington Capital Management
Washington
$210K
FWP
2418
Firethorn Wealth Partners
Georgia
$210K
SCM
2419
Spring Capital Management
Texas
$210K
IWP
2420
Innova Wealth Partners
Pennsylvania
$209K
HFBOT
2421
Home Federal Bank of Tennessee
Tennessee
$209K
WE
2422
Wealth Effects
Massachusetts
$209K
BPC
2423
Bearing Point Capital
Minnesota
$209K
EPM
2424
Elm Partners Management
Pennsylvania
$208K
BST
2425
Bath Savings Trust
Maine
$208K