Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wells Fargo & Co (WFC/PRL)

260 + Investors. Track Smart Money conviction in WFC/PRL. See who's accumulating, reducing, or initiating positions.

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
49%

Smart Money Signals — WFC/PRL

Based on 262 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/PRL 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
262 hedge funds hold WFC/PRL 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding WFC/PRL is almost the same as a year ago (+2 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 49% buying

94 buying96 selling
Last quarter: 96 funds reduced or exited vs 94 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 (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 26 → 14 → 33 → 22. 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.
🔒

69% of holders stayed for 2+ years

69% conviction (2yr+) 17% medium 13% new
182 out of 262 hedge funds have held WFC/PRL 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.
💎

Buying through price weakness — shares +120%, value -37%

Value
-36%
Shares
+119%
Last quarter: funds added +120% more shares while total portfolio value only changed -37%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

27 → 26 → 14 → 33 → 22 new funds/Q
New funds entering each quarter: 26 → 14 → 33 → 22. A growing number of institutions are discovering WFC/PRL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 69% of holders stayed 2+ years

69% veterans 13% 1-2yr 17% new
Of 262 current holders: 182 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
29 of 262 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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/PRL

In 2026 Q1, 94 hedge funds were net buyers of WFC/PRL (22 opened a new position, 72 added to an existing one), while 96 reduced or exited (73 trimmed, 23 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 29% of total institutional value in WFC/PRL is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 262.

Hedge Fund Ownership: WFC/PRL

How many hedge funds hold WFC/PRL — quarterly history vs. share price
Quarterly hedge fund ownership of WFC/PRL vs. share price

Market Analysis: WFC/PRL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WFC/PRL

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 0 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: WFC/PRL
260 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 260 263 -1.14%
13F Shares 14M 6M 119.55%
Total Value $2.41B $3.82B -36.96%
New Positions 22 33 -11
Increased Positions 72 76 -4
Closed Positions 25 20 +5
Reduced Positions 72 70 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WFC/PRL

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

260 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WFC/PRL. Verified SEC 13F-HR filings.

QUARTER:
Top 25 WFC/PRL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stonebridge Advisors LLC 84.25% 61,657 $71.2M
2 Penn Mutual Asset Management 35.50% 6,000 $6.9M
3 Spectrum Asset Management, Inc. 7.93% 3,437 $4.0M
4 Benson Investment Management Company, Inc. 6.31% 615 $710K
5 Pier 88 Investment Partners LLC 3.90% 13,580 $15.7M
6 AEGON USA Investment Management, LLC 2.59% 2,870 $3.3M
7 RB Capital Management, LLC 2.02% 8,246 $9.5M
8 Rational Advisors, INC. 1.98% 16,400 $19.4M
9 New England Asset Management Inc 1.95% 13,275 $15.3M
10 Phraction Management LLC 1.54% 6,437 $7.4M
11 Hudson Capital Management LLC 1.49% 4,978 $5.7M
12 Ssi Investment Management LLC 1.47% 18,432 $21.3M
13 Galvin, Gaustad & Stein, LLC 1.20% 12,990 $15.0M
14 Whalerock Point Partners, LLC 1.14% 5,135 $5.9M
15 McHugh Group, LLC 1.08% 1,584 $1.8M
16 High Point Wealth Management, LLC 0.99% 885 $1.0M
17 Seven Springs Wealth Group, LLC 0.89% 3,349 $3.9M
18 MeadowBrook Investment Advisors LLC 0.87% 853 $985K
19 Momentum Wealth Planning, LLC 0.86% 841 $971K
20 Knightsbridge Asset Management, LLC 0.78% 4,011 $4.9M
21 Laffer Tengler Investments, INC. 0.75% 4,429 $5.1M
22 Voya Investment Management LLC 0.68% 568,491 $656.6M
23 Mackay Shields LLC 0.63% 14,760 $17.1M
24 Seelaus Asset Management LLC 0.61% 731 $844K
25 JRM Investment Counsel, LLC 0.57% 1,850 $2.1M
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/PRL)

What does the Smart Money Trend signal show for WFC/PRL?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their WFC/PRL 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/PRL?

More sellers than buyers — 49% buying: Last quarter: 96 funds reduced or exited vs 94 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/PRL holders?

Strong quality — 29% AUM from major funds: 29 of 262 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held WFC/PRL?

69% of holders stayed for 2+ years: 182 out of 262 hedge funds have held WFC/PRL 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.

Full history →