Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WELLS FARGO & CO (WFC/PRL)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — WFC/PRL

Based on 248 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added WFC/PRL 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 (96% of max)

96% of all-time peak
248 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 (+1 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 54% buying

102 buying88 selling
Last quarter: 102 funds bought or added vs 88 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 (+18 vs last Q)

new funds entering per quarter
Funds opening a new WFC/PRL position: 25 → 23 → 11 → 29. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

68% conviction (2yr+) 20% medium 12% new
168 out of 248 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 -47%, value -99%

Value
-98%
Shares
-47%
Last quarter: funds added -47% more shares while total portfolio value only changed -99%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

23 → 25 → 23 → 11 → 29 new funds/Q
New funds entering each quarter: 25 → 23 → 11 → 29. WFC/PRL is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 70% of holders stayed 2+ years

70% veterans 13% 1-2yr 17% new
Of 248 current holders: 173 (70%) 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 — 20% AUM from major funds

20% from top-100 AUM funds
27 of 248 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

26 top-rated funds 1 high-conviction
Consensus
6.2
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: WFC/PRL
2026 Q1 Stats Unlock in 16 days 248 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 248 238 4.2%
13F Shares 6M 12M -47.01%
Total Value $3.82B $299.02B -98.72%
New Positions 29 11 +18
Increased Positions 73 64 +9
Closed Positions 19 30 -11
Reduced Positions 69 67 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WFC/PRL

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

248 + 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.

Top 25 institutional holders of WFC/PRL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 STONEBRIDGE ADVISORS LLC 84.25% 61,657 $71.2M
2 Benson Investment Management Company, Inc. 6.31% 615 $710K
3 AEGON USA Investment Management, LLC 2.59% 2,870 $3.3M
4 Phraction Management LLC 1.54% 6,437 $7.4M
5 Hudson Capital Management LLC 1.49% 4,978 $5.7M
6 McHugh Group, LLC 1.08% 1,584 $1.8M
7 High Point Wealth Management, LLC 0.99% 885 $1.0M
8 MeadowBrook Investment Advisors LLC 0.87% 853 $985K
9 MACKAY SHIELDS LLC 0.63% 14,760 $17.1M
10 Seelaus Asset Management LLC 0.61% 731 $844K
11 INCOME RESEARCH & MANAGEMENT 0.55% 803 $929K
12 Asset Allocation & Management Company, LLC 0.47% 1,100 $1K
13 Ground Swell Capital, LLC 0.44% 193 $223K
14 SHRIER WEALTH MANAGEMENT, LLC 0.39% 925 $1.1M
15 CONNING INC. 0.29% 7,490 $8.7M
16 NORRIS PERNE & FRENCH LLP/MI 0.27% 3,520 $4.1M
17 PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 0.21% 645 $745K
18 BOS Asset Management, LLC 0.19% 658 $760K
19 Independent Wealth Network Inc. 0.19% 542 $627K
20 Aull & Monroe Investment Management Corp 0.18% 337 $389K
21 Crew Capital Management, Ltd 0.18% 235 $271K
22 Pathway Financial Advisers, LLC 0.17% 505 $584K
23 DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 0.16% 2,908 $3K
24 EWA, LLC 0.16% 601 $694K
25 LexAurum Advisors, LLC 0.14% 949 $1.1M
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added WFC/PRL 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/PRL?

Slight buying edge — 54% buying: Last quarter: 102 funds bought or added vs 88 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/PRL holders?

Strong quality — 20% AUM from major funds: 27 of 248 holders rank in the top 100 by AUM, accounting for 20% 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?

68% of holders stayed for 2+ years: 168 out of 248 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.