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
JWM
2401
JPL Wealth Management
Colorado
$216K
MAA
2402
Mraz Amerine & Associates
California
$215K
IW
2403
Instrumental Wealth
Florida
$215K
JIG
2404
Junk Investment Group
Maryland
$215K
HIIFS
2405
Harel Insurance Investments & Financial Services
Israel
$215K
AWM
2406
Aries Wealth Management
Maine
$215K
BIA
2407
Beacon Investment Advisors
Maryland
$215K
GAM
2408
Grandview Asset Management
Pennsylvania
$214K
SF
2409
SWP Financial
California
$214K
OPWM
2410
Oregon Pacific Wealth Management
Oregon
$214K
ACC
2411
Acorn Creek Capital
Colorado
$213K
CWM
2412
Cherrydale Wealth Management
New Jersey
$213K
WFPG
2413
Waller Financial Planning Group
Ohio
$213K
NCM
2414
NCM Capital Management
New Jersey
$212K
MHWM
2415
Montz Harcus Wealth Management
Louisiana
$212K
CCP
2416
Clarkston Capital Partners
Michigan
$211K
KFS
2417
Kurt F. Somerville
$211K
IA
2418
IFC Advisors
California
$211K
WCM
2419
Washington Capital Management
Washington
$210K
FWP
2420
Firethorn Wealth Partners
Georgia
$210K
SCM
2421
Spring Capital Management
Texas
$210K
IWP
2422
Innova Wealth Partners
Pennsylvania
$209K
HFBOT
2423
Home Federal Bank of Tennessee
Tennessee
$209K
WE
2424
Wealth Effects
Massachusetts
$209K
BPC
2425
Bearing Point Capital
Minnesota
$209K