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Wells Fargo & Company

WFC Financials
$74.1 $-1.15 (-1.53%)
Market Cap: $228.65 B
Gurus Holding
21
Popularity Rank
#24
% of Shares Held
1.25%
Net Activity (Q4 2025)
-$300.24 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 Q4 2025, a total of 21 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.87 B.

Top institutional holders include Richard Pzena and Chris Davis.

Notably, Daily Journal Corp (Charlie Munger) has expressed high conviction in this stock, allocating 47.60% of their equity portfolio to it.

Institutional sentiment is currently Bearish. This is evidenced by a $300.24 M net outflow during the quarter.

Recent activity highlights Ken Fisher who increased their stake by 55.9%. Conversely, Ray Dalio reduced exposure by 55.0%.

Key Holders

Top 5 by Value

$930.2 M
$769.65 M
$609.13 M
$498.42 M
$161.17 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$52.22 M
Total Buy Value
New Buys 1
Additions 3
-$352.46 M
Total Sell Value
Reductions 14
Sold Out 2

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
16
Net Buyers
4

FAQs for Wells Fargo & Company (WFC)

Major holders include Richard Pzena ($930.2 M), Chris Davis ($769.65 M), HOTCHKIS & WILEY ($609.13 M). According to the latest reported data, 21 tracked investment managers collectively hold approximately 38.7 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $300.24 M, with 4 managers increasing positions and 16 managers reducing holdings.

During the most recent reporting period, 14 managers trimmed their positions, while 2 fully exited WFC. The total reported sell value was $352.46 M.

Yes, 1 managers opened new positions in WFC, and 3 increased their existing holdings. The total reported buy value was $52.22 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.78% Reduce -2.3% 9,980,647 $930.2 M Q4 2025
3.46% Add 6.1% 8,258,031 $769.65 M Q4 2025
1.82% Reduce -4.3% 6,535,687 $609.13 M Q4 2025
1.27% Reduce -14.9% 5,347,858 $498.42 M Q4 2025
1.55% Reduce -20.4% 1,729,341 $161.17 M Q4 2025
47.60% 1,413,000 $131.69 M Q4 2025
0.07% Add 5.9% 1,335,996 $124.51 M Q4 2025
0.39% Reduce -55.0% 1,141,540 $106.39 M Q4 2025
1.36% Reduce -14.1% 1,109,828 $103.44 M Q4 2025
4.21% Reduce -3.8% 559,367 $52.13 M Q4 2025
0.45% Reduce -3.0% 501,577 $46.75 M Q4 2025
0.29% Reduce -11.2% 232,839 $21.96 M Q4 2025
0.15% 204,450 $19.05 M Q4 2025
0.04% Reduce -1.5% 102,907 $9.59 M Q4 2025
1.28% Reduce -8.2% 67,000 $6.24 M Q4 2025
2.75% 59,542 $5.55 M Q4 2025
0.02% Reduce -37.4% 50,628 $4.72 M Q4 2025
0.00% Add 55.9% 33,637 $3.13 M Q4 2025
0.40% Reduce -3.2% 30,627 $2.85 M Q4 2025
0.01% Reduce -21.5% 7,964 $742,287 Q4 2025
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