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 Q3 2025, a total of 22 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $3.8 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 $596.39 M net outflow during the quarter.
Recent activity highlights Steven Cohen who opened a new position. Conversely, Jefferies Group reduced exposure by 86.2%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 2.77% | Reduce -1.5% | 10,217,379 | $856.42 M | Q3 2025 | |
| 3.41% | Reduce -4.8% | 7,786,052 | $652.63 M | Q3 2025 | |
| 1.77% | Reduce -24.5% | 6,828,303 | $572.35 M | Q3 2025 | |
| 1.49% | Reduce -25.8% | 6,287,235 | $527 M | Q3 2025 | |
| 0.83% | Reduce -28.6% | 2,535,209 | $212.5 M | Q3 2025 | |
| 1.71% | Reduce -0.1% | 2,172,337 | $182.09 M | Q3 2025 | |
| 47.60% | 1,413,000 | $131.69 M | Q4 2025 | ||
| 1.50% | Reduce -36.5% | 1,291,639 | $108.27 M | Q3 2025 | |
| 0.07% | Add 23.7% | 1,262,055 | $105.79 M | Q3 2025 | |
| 4.23% | Reduce -2.9% | 581,595 | $48.75 M | Q3 2025 | |
| 0.42% | Reduce -16.0% | 517,152 | $43.35 M | Q3 2025 | |
| 0.28% | Reduce -45.8% | 262,143 | $22.19 M | Q3 2025 | |
| 0.14% | 204,450 | $17.14 M | Q3 2025 | ||
| 0.03% | New Buy | 185,830 | $15.58 M | Q3 2025 | |
| 0.04% | Add 2.3% | 104,518 | $8.76 M | Q3 2025 | |
| 0.03% | Reduce -86.2% | 80,899 | $6.78 M | Q3 2025 | |
| 1.16% | Reduce -11.0% | 73,000 | $6.12 M | Q3 2025 | |
| 2.40% | 59,542 | $4.99 M | Q3 2025 | ||
| 0.37% | 31,627 | $2.65 M | Q3 2025 | ||
| 0.00% | Reduce -6.1% | 21,572 | $1.81 M | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Wells Fargo & Company (WFC)
Major holders include Richard Pzena ($856.42 M), Chris Davis ($652.63 M), HOTCHKIS & WILEY ($572.35 M). According to the latest reported data, 22 tracked investment managers collectively hold approximately 41.95 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $596.39 M, with 4 managers increasing positions and 14 managers reducing holdings.
During the most recent reporting period, 14 managers trimmed their positions, while 0 fully exited WFC. The total reported sell value was $634.18 M.
Yes, 2 managers opened new positions in WFC, and 2 increased their existing holdings. The total reported buy value was $37.8 M.