Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WELLS FARGO & CO (WFC)

3K + Investors. Track Smart Money conviction in WFC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +235
Streak
11Q ▲
Buyers last Q
57%

Smart Money Signals — WFC

Based on 2699 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added WFC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
2,699 hedge funds hold WFC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q
+349 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

1440 buying1106 selling
Last quarter: 1,440 funds bought or added vs 1,106 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+186 vs last Q)

new funds entering per quarter
Funds opening a new WFC position: 199 → 221 → 189 → 375. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 18% medium ■ 14% new
1,835 out of 2,699 hedge funds have held WFC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

382 → 199 → 221 → 189 → 375 new funds/Q
New funds entering each quarter: 199 → 221 → 189 → 375. A growing number of institutions are discovering WFC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 10% 1-2yr ■ 21% new
Of 2,802 current holders: 1,950 (70%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds
47 of 2699 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in WFC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — WFC

In 2025 Q4, 1440 hedge funds were net buyers of WFC (375 opened a new position, 1065 added to an existing one), while 1106 reduced or exited (966 trimmed, 140 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 63% of total institutional value in WFC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +235 funds (more new holders than closures). Total institutional holders: 2699.

Hedge Fund Ownership: WFC

How many hedge funds hold WFC — quarterly history vs. share price
Quarterly hedge fund ownership of WFC vs. share price

Market Analysis: WFC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WFC

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

208 top-rated funds 50 high-conviction
Consensus
10.0
/ 10
breadth
×
Elite
6.3
/ 10
conviction
Hedge Fund Positioning: WFC
2026 Q1 Stats Unlock in 5 days 3K + Investors

Track Smart Money conviction in WFC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 2802 2581 8.56%
13F Shares 2.45B 2.45B -0.01%
Total Value $226.44B $220.24B 2.82%
New Positions 376 195 +181
Increased Positions 1216 1193 +23
Closed Positions 147 174 -27
Reduced Positions 1099 1070 +29
Total Calls 67 73 -8.22%
Total Puts 53 57 -7.02%
PUT/CALL Ratio 0.79 0.78 Neutral

Statistics: WFC

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Institutional Holders (2026 Q1)

3K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WFC. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of WFC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Latash Investments, LLC 85.70% 1,386,695 $110.4M
2 DAILY JOURNAL CORP 46.74% 1,413,000 $112.5M
3 AMERICAN ASSETS INC 42.69% 1,600,626 $127.4M
4 Mount Capital Ltd 13.83% 431,246 $34.3M
5 Spectrum Asset Management, Inc. (NB/CA) 10.49% 414,694 $33.0M
6 RWWM, Inc. 10.00% 1,721,344 $137.0M
7 Powszechne Towarzystwo Emerytalne Allianz Polska S.A. 8.03% 270,000 $21.5M
8 Harbor Island Capital LLC 7.52% 254,192 $20.2M
9 LOUNTZIS ASSET MANAGEMENT, LLC 7.15% 245,031 $19.5M
10 SCHWERIN BOYLE CAPITAL MANAGEMENT INC 6.56% 649,281 $51.7M
11 WILSEY ASSET MANAGEMENT INC 6.42% 514,331 $40.9M
12 Teewinot Capital Advisers, L.L.C. 6.00% 945,417 $75.3M
13 Ategra Capital Management, LLC 5.71% 144,410 $11.5M
14 American Assets Investment Management, LLC 5.08% 940,400 $74.9M
15 R.H. Investment Group, LLC 4.58% 70,101 $5.9M
16 STONERIDGE INVESTMENT PARTNERS LLC 4.52% 78,459 $6K
17 Employees Provident Fund Board 4.48% 2,168,245 $104.9M
18 Rempart Asset Management Inc. 4.45% 265,607 $21.1M
19 DCM Advisors, LLC 4.22% 116,640 $9.3M
20 Consilium Wealth Advisory, LLC 4.20% 154,496 $12.3M
21 Veridan Wealth LLC 4.04% 137,065 $10.9M
22 Clayton Partners LLC 4.01% 69,265 $5.5M
23 MCDONALD CAPITAL INVESTORS INC/CA 3.76% 690,614 $55.0M
24 SALZHAUER MICHAEL 3.44% 142,860 $7.3M
25 Black Cypress Capital Management, LLC 3.35% 58,648 $4.7M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — WELLS FARGO & CO (WFC)

What does the Smart Money Trend signal show for WFC?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added WFC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for WFC?

Slight buying edge — 57% buying: Last quarter: 1,440 funds bought or added vs 1,106 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for WFC holders?

Elite ownership — 63% AUM from top-100 funds: 47 of 2699 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in WFC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held WFC?

68% of holders stayed for 2+ years: 1,835 out of 2,699 hedge funds have held WFC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.