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
John Derrick@Eldred Rock Partners, Llc
Recent Activity
Increased 0.32%
3.67%
$10.681M
151,919 shares@ 70.31 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 13.62%
0.09%
$8.488M
120,843 shares@ 70.24 avg price
Michael B. Mahlik@Legacy Private Trust Co.
Recent Activity
Increased 1901.32%
0.53%
$8.006M
113,975 shares@ 70.24 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 9.49%
0.13%
$6.738M
95,923 shares@ 70.25 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Increased 14.68%
0.07%
$5.88M
83,709 shares@ 70.25 avg price
Michael J. Newman@Burney Co
Recent Activity
Increased 102.03%
0.19%
$5.191M
73,907 shares@ 70.24 avg price
Matthew Borland@Culbertson A N & Co Inc
Recent Activity
Increased 7.89%
0.8%
$5.016M
71,406 shares@ 70.24 avg price
Patricia Hatzfeld@Ritholtz Wealth Management
Recent Activity
Increased 13.69%
0.14%
$4.642M
66,089 shares@ 70.25 avg price
Mark Sorensen@Royal Fund Management, Llc
Recent Activity
Increased 232.07%
0.42%
$4.47M
63,636 shares@ 70.25 avg price
Mark Fiskio@Empirical Asset Management, Llc
Recent Activity
Increased 229.72%
0.31%
$935,089
62,652 shares@ 14.93 avg price