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Wells Fargo & Company

WFC Financials
$83.73 +$1.33 (1.61%)
Market Cap: $256.23 B
Gurus Holding
22
Popularity Rank
#22
% of Shares Held
1.11%
Net Activity (Q1 2026)
-$385.52 M

Guru Ownership Trend

Guru Analysis for Wells Fargo & Company (WFC)

Wells Fargo & Company (WFC), a key player in the Financials sector, continues to attract institutional attention.

As of Q1 2026, a total of 22 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.84 B.

Top institutional holders include Richard Pzena and Chris Davis.

Notably, Daily Journal Corp (Charlie Munger) has expressed high conviction in this stock, allocating 46.74% of their equity portfolio to it.

Institutional sentiment is currently Bearish. This is evidenced by a $385.52 M net outflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 115.1%. Conversely, Jeremy Grantham reduced exposure by 98.6%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$229.83 M
Total Buy Value
New Buys 2
Additions 2
-$615.35 M
Total Sell Value
Reductions 15
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
16
Net Buyers
4

FAQs for Wells Fargo & Company (WFC)

Major holders include Richard Pzena ($698.43 M), Chris Davis ($652.08 M), HOTCHKIS & WILEY ($502.85 M). According to the latest reported data, 22 tracked investment managers collectively hold approximately 33.88 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $385.52 M, with 4 managers increasing positions and 16 managers reducing holdings.

During the most recent reporting period, 15 managers trimmed their positions, while 1 fully exited WFC. The total reported sell value was $615.35 M.

Yes, 2 managers opened new positions in WFC, and 2 increased their existing holdings. The total reported buy value was $229.83 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.27% Reduce -12.1% 8,773,128 $698.43 M Q1 2026
2.99% Reduce -0.8% 8,190,871 $652.08 M Q1 2026
1.55% Reduce -3.4% 6,316,442 $502.85 M Q1 2026
0.10% Add 115.1% 2,873,956 $226.58 M Q1 2026
46.74% 1,413,000 $112.49 M Q1 2026
1.11% Reduce -21.0% 1,365,876 $108.74 M Q1 2026
0.20% New Buy 1,330,271 $105.9 M Q1 2026
0.33% Reduce -17.4% 942,580 $75.04 M Q1 2026
0.97% Reduce -21.4% 872,730 $69.48 M Q1 2026
3.26% Reduce -7.8% 515,920 $41.07 M Q1 2026
0.38% Reduce -4.6% 478,442 $38.09 M Q1 2026
0.24% Reduce -8.5% 213,143 $16.97 M Q1 2026
0.14% 204,450 $16.28 M Q1 2026
0.02% Reduce -20.8% 81,481 $6.49 M Q1 2026
0.02% Reduce -98.6% 75,335 $6 M Q1 2026
1.15% Reduce -1.5% 66,000 $5.25 M Q1 2026
2.25% 59,542 $4.74 M Q1 2026
0.00% New Buy 33,402 $2.66 M Q1 2026
0.35% Add 0.6% 30,815 $2.45 M Q1 2026
0.00% Reduce -13.7% 29,017 $2.31 M Q1 2026
Date
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Value
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Position / Chg
SEC Form