WFC

Wells Fargo & Co

Latest period2024 - Q4Total superinvestors407

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 407 superinvestors own shares of Wells Fargo & Co (WFC), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Wells Fargo & Co (WFC), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Wells Fargo & Co (WFC) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Wells Fargo & Co (WFC) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Mark T Williams@Investrust
Recent Activity
New Position
2.29%
$8.21M
116,793 shares@ 70.3 avg price
Helen Halloran@Wela Strategies, Inc.
Recent Activity
New Position
25.63%
$59.441M
100,974 shares@ 588.68 avg price
Aryn Sands@R.h. Investment Group, Llc
Recent Activity
New Position
4.77%
$5.056M
71,978 shares@ 70.24 avg price
Jim Clark@Worth Asset Management, Llc
Recent Activity
New Position
1.25%
$2.327M
33,123 shares@ 70.25 avg price
Eric Brodwin@Congress Park Capital Llc
Recent Activity
New Position
0.76%
$2.09M
29,760 shares@ 70.25 avg price
Eric B. Parsons@St. Louis Financial Planners Asset Management, Llc
Recent Activity
New Position
1.35%
$1.855M
26,413 shares@ 70.25 avg price
Mark Frugoni@Focus Wealth Advisors, Llc
Recent Activity
New Position
0.84%
$1.567M
22,310 shares@ 70.24 avg price
Victoria Latham@Fiduciary Alliance Llc
Recent Activity
New Position
0.16%
$1.522M
21,667 shares@ 70.25 avg price
LINDE MURPHY@M.e. Allison & Co., Inc.
Recent Activity
New Position
1.51%
$1.361M
19,384 shares@ 70.24 avg price
Dan Mohr@Retireful, Llc
Recent Activity
New Position
0.73%
$1.291M
18,376 shares@ 70.24 avg price