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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
EP
2426
Essential Planning
New Hampshire
$207K
TYCC
2427
Texas Yale Capital Corp
Florida
$206K
EFL
2428
ERn Financial LLC
Wisconsin
$206K
AI
2429
AXS Investments
New York
$205K
WWM
2430
WT Wealth Management
Arizona
$205K
FWA
2431
Flagship Wealth Advisors
Massachusetts
$205K
BIM
2432
Baldwin Investment Management
Pennsylvania
$205K
BWM
2433
BCS Wealth Management
Tennessee
$205K
CFFP
2434
Center for Financial Planning
Michigan
$204K
PIP
2435
Peachtree Investment Partners
Florida
$204K
PCH
2436
PGIM Custom Harvest
New Jersey
$204K
MAG
2437
Meadowbrook Advisors Group
New Jersey
$204K
SC
2438
Saturna Capital
Washington
$204K
KFA
2439
Kapstone Financial Advisors
Ohio
$204K
IIA
2440
IPG Investment Advisors
California
$203K
AF
2441
Affiance Financial
Minnesota
$203K
CS
2442
Capital Square
Tennessee
$203K
WAOI
2443
Wealth Advisors of Iowa
Iowa
$203K
SFS
2444
Security Financial Services
Indiana
$202K
IA
2445
Intellus Advisors
Florida
$202K
SA
2446
Sovran Advisors
California
$202K
MKC
2447
M. Kraus & Co
Vermont
$202K
SWM
2448
Sculati Wealth Management
Michigan
$202K
TCOTS
2449
Trust Company of the South
North Carolina
$201K
GWP
2450
Gen-Wealth Partners
Michigan
$201K