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
↓ -73
Streak
1Q ▼
Buyers last Q
46%

Smart Money Signals — WFC

Based on 2811 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their WFC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
2,811 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 — +12% more funds vs a year ago

fund count last 6Q
+305 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 46% buying

1264 buying1477 selling
Last quarter: 1,477 funds reduced or exited vs 1,264 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-214 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 247 → 207 → 411 → 197. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 19% medium ■ 13% new
1,911 out of 2,811 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

217 → 247 → 207 → 411 → 197 new funds/Q
New funds entering each quarter: 247 → 207 → 411 → 197. A growing number of institutions are discovering WFC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 70% veterans vs 18% newcomers

■ 70% veterans ■ 12% 1-2yr ■ 18% new
Entry-cohort mix of 2,915 holders: 2,046 (70%) are 2+ year veterans, 356 entered 1–2 years ago, and 513 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
70 of 2789 holders are among the 100 largest funds by AUM, controlling 54% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 Q1, 1264 hedge funds were net buyers of WFC (197 opened a new position, 1067 added to an existing one), while 1477 reduced or exited (1207 trimmed, 270 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. 54% of total institutional value in WFC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -73 funds (more exits than new entries). Total institutional holders: 2811.

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

-- --

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

Is It Too Late to Buy Wells Fargo & Co (WFC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much WFC has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
WFC
+0.7%
XLF
+8.0%

WFC outperformed XLF by -7.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
WFC
+1.0%
XLF
+4.4%

Since the filing became public, WFC outperformed XLF by -3.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Strong Institutional Conviction

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

125 top-rated funds 34 high-conviction
Consensus
9.1
/ 10
breadth
×
Elite
6.5
/ 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 Q1) Prior (2025 Q4) Change
Funds Holding 2791 2884 -3.22%
13F Shares 2.25B 2.48B -9.3%
Total Value $175.19B $229.33B -23.61%
New Positions 192 411 -219
Increased Positions 1034 1090 -56
Closed Positions 285 149 +136
Reduced Positions 1171 995 +176
Total Calls 63 67 -5.97%
Total Puts 60 54 11.11%
PUT/CALL Ratio 0.95 0.81 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 WFC holders by conviction (% of portfolio weight) — 2026 Q1 · 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 Employees Provident Fund Board 4.48% 2,168,245 $104.9M
17 Rempart Asset Management Inc. 4.45% 265,607 $21.1M
18 DCM Advisors, LLC 4.22% 116,640 $9.3M
19 Consilium Wealth Advisory, LLC 4.20% 154,496 $12.3M
20 Veridan Wealth LLC 4.04% 137,065 $10.9M
21 Clayton Partners LLC 4.01% 69,265 $5.5M
22 Mcdonald Capital Investors Inc/Ca 3.76% 690,614 $55.0M
23 Salzhauer Michael 3.44% 142,860 $7.3M
24 Black Cypress Capital Management, LLC 3.35% 58,648 $4.7M
25 Alpine Woods Capital Investors, LLC 3.33% 174,191 $13.9M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their WFC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for WFC?

More sellers than buyers — 46% buying: Last quarter: 1,477 funds reduced or exited vs 1,264 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for WFC holders?

Elite ownership — 54% AUM from top-100 funds: 70 of 2789 holders are among the 100 largest funds by AUM, controlling 54% 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: 1,911 out of 2,811 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.

Is it too late to buy Wells Fargo & Co (WFC) following the 2026 Q1 hedge fund 13F filings?

As of today, WFC has moved +1.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.4% for the XLF sector ETF — an outperformance of -3.4%. Since the quarter end (March 31, 2026), WFC has gained +0.7% vs +8.0% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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