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
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 9.49%
0.13%
$6.738M
95,923 shares@ 70.25 avg price
Dr. Dr. Heimo Ploessnig@Assenagon Asset Management S.a.
Recent Activity
Decreased -0.57%
0.02%
$6.732M
95,846 shares@ 70.24 avg price
Jessica Salas@Umb Bank, N.a.
Recent Activity
Decreased -0.21%
0.11%
$6.582M
93,713 shares@ 70.24 avg price
George M. Cohen@Cohen Klingenstein Llc
Recent Activity
0.22%
$6.385M
90,900 shares@ 70.24 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
Susan Begando@Brookmont Capital Management
Recent Activity
Decreased -10.32%
2.92%
$5.46M
77,730 shares@ 70.25 avg price
Richard S. Foster@Folger Nolan Fleming Douglas Capital Management, Inc
Recent Activity
Decreased -5.77%
0.57%
$5.367M
76,415 shares@ 70.25 avg price
Jeff Welch@Bard Financial Services, Inc.
Recent Activity
Decreased -14.17%
0.64%
$5.326M
75,830 shares@ 70.24 avg price
Michael J. Newman@Burney Co
Recent Activity
Increased 102.03%
0.19%
$5.191M
73,907 shares@ 70.24 avg price
Aryn Sands@R.h. Investment Group, Llc
Recent Activity
New Position
4.77%
$5.056M
71,978 shares@ 70.24 avg price