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
↑ +66
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — WFC

Based on 2882 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
2,882 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 — +11% more funds vs a year ago

fund count last 6Q
+277 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

1335 buying1331 selling
Last quarter: 1,335 funds bought or added vs 1,331 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 (+32 vs last Q)

new funds entering per quarter
Funds opening a new WFC position: 208 → 412 → 199 → 231. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 17% medium ■ 14% new
1,991 out of 2,882 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.
📊

Peak discovery — momentum slowing

249 → 208 → 412 → 199 → 231 new funds/Q
New funds entering each quarter: 208 → 412 → 199 → 231. WFC is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 71% veterans vs 16% newcomers

■ 71% veterans ■ 12% 1-2yr ■ 16% new
Entry-cohort mix of 2,989 holders: 2,127 (71%) are 2+ year veterans, 370 entered 1–2 years ago, and 492 (16%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 70% AUM from top-100 funds

70% from top-100 AUM funds
75 of 2871 holders are among the 100 largest funds by AUM, controlling 70% 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.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 2026 Q2, 1335 hedge funds were net buyers of WFC (231 opened a new position, 1104 added to an existing one), while 1331 reduced or exited (1166 trimmed, 165 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 70% of total institutional value in WFC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +66 funds (more new holders than closures). Total institutional holders: 2882.

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.

Loading signal freshness…
Smart Money Signal ?
Strong Institutional Conviction

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

84 top-rated funds 38 high-conviction
Consensus
8.4
/ 10
breadth
×
Elite
6.6
/ 10
conviction
Hedge Fund Positioning: WFC
3K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 2853 2816 1.31%
13F Shares 2.39B 2.30B 3.96%
Total Value $193.44B $178.83B 8.17%
New Positions 222 199 +23
Increased Positions 1076 1038 +38
Closed Positions 174 270 -96
Reduced Positions 1122 1182 -60
Total Calls 58 63 -7.94%
Total Puts 56 60 -6.67%
PUT/CALL Ratio 0.97 0.95 Neutral

Statistics: WFC

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Institutional Holders (2026 Q2)

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 WFC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Latash Investments, LLC 83.96% 1,386,695 $114.6M
2 Daily Journal Corp 45.50% 1,413,000 $116.8M
3 American Assets Inc 39.81% 1,600,626 $132.3M
4 Mount Capital Ltd 13.45% 431,246 $35.6M
5 RWWM, Inc. 10.26% 1,680,197 $138.9M
6 Spectrum Asset Management, Inc. (NB/CA) 9.34% 407,194 $33.7M
7 Powszechne Towarzystwo Emerytalne Allianz Polska S.A. 7.53% 270,000 $22.3M
8 Wilsey Asset Management Inc 6.36% 524,048 $43.3M
9 Lountzis Asset Management, LLC 6.30% 241,030 $19.9M
10 Schwerin Boyle Capital Management Inc 6.23% 615,291 $50.8M
11 Black Cypress Capital Management, LLC 6.18% 111,865 $9.2M
12 Ahara Advisors LLC 5.88% 43,464 $8.7M
13 Harbor Island Capital LLC 5.59% 254,192 $21.0M
14 Carlson Capital, L.P. 5.53% 330,615 $27.3M
15 Ategra Capital Management, LLC 5.37% 144,410 $11.9M
16 American Assets Investment Management, LLC 4.70% 940,400 $77.7M
17 Rempart Asset Management Inc. 4.42% 260,857 $21.6M
18 R.H. Investment Group, LLC 4.34% 69,656 $5.8M
19 DCM Advisors, LLC 3.96% 121,232 $10.0M
20 Veridan Wealth LLC 3.87% 137,751 $11.4M
21 Mcdonald Capital Investors Inc/Ca 3.81% 631,343 $52.2M
22 Regal Partners Ltd 3.79% 831,402 $68.7M
23 Consilium Wealth Advisory, LLC 3.76% 153,470 $12.7M
24 Prana Capital Management, LP 3.25% 1,296,335 $107.1M
25 Sirios Capital Management L P 3.23% 321,253 $26.5M
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 50% buying: Last quarter: 1,335 funds bought or added vs 1,331 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 — 70% AUM from top-100 funds: 75 of 2871 holders are among the 100 largest funds by AUM, controlling 70% 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?

69% of holders stayed for 2+ years: 1,991 out of 2,882 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.

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