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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
EPM
2426
Elm Partners Management
Pennsylvania
$208K
BST
2427
Bath Savings Trust
Maine
$208K
EP
2428
Essential Planning
New Hampshire
$207K
TYCC
2429
Texas Yale Capital Corp
Florida
$206K
EFL
2430
ERn Financial LLC
Wisconsin
$206K
AI
2431
AXS Investments
New York
$205K
WWM
2432
WT Wealth Management
Arizona
$205K
FWA
2433
Flagship Wealth Advisors
Massachusetts
$205K
BIM
2434
Baldwin Investment Management
Pennsylvania
$205K
BWM
2435
BCS Wealth Management
Tennessee
$205K
CFFP
2436
Center for Financial Planning
Michigan
$204K
PIP
2437
Peachtree Investment Partners
Florida
$204K
PCH
2438
PGIM Custom Harvest
New Jersey
$204K
MAG
2439
Meadowbrook Advisors Group
New Jersey
$204K
SC
2440
Saturna Capital
Washington
$204K
KFA
2441
Kapstone Financial Advisors
Ohio
$204K
IIA
2442
IPG Investment Advisors
California
$203K
AF
2443
Affiance Financial
Minnesota
$203K
CS
2444
Capital Square
Tennessee
$203K
WAOI
2445
Wealth Advisors of Iowa
Iowa
$203K
SFS
2446
Security Financial Services
Indiana
$202K
IA
2447
Intellus Advisors
Florida
$202K
SA
2448
Sovran Advisors
California
$202K
MKC
2449
M. Kraus & Co
Vermont
$202K
SWM
2450
Sculati Wealth Management
Michigan
$202K