WFC

Wells Fargo & Co

Latest period2024 - Q4Total superinvestors407

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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 (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

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

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Amy King@Kathmere Capital Management, Llc Recent Activity Increased 46.78%	0.1%	$1.058M 15,069 shares@ 70.24 avg price	Increased 46.78%
J. Bradley Zellar@Park National Corp Oh Recent Activity Increased 0.39%	0.04%	$967,907 13,780 shares@ 70.24 avg price	Increased 0.39%
Steven Pisano@Simon Quick Advisors, Llc Recent Activity Increased 18.39%	0.06%	$966,881 13,765 shares@ 70.25 avg price	Increased 18.39%
Lisa Sternberg@Highline Wealth Partners Llc Recent Activity Increased 1.33%	0.32%	$959,401 13,659 shares@ 70.24 avg price	Increased 1.33%
Amit S. Khandwala@Wright Investors Service Inc Recent Activity Increased 0.69%	0.31%	$941,005 13,397 shares@ 70.24 avg price	Increased 0.69%
Gwen Wilmeth@Segment Wealth Management, Llc Recent Activity Increased 0.57%	0.07%	$908,414 12,933 shares@ 70.25 avg price	Increased 0.57%
David Maxey@Heritage Family Offices, Llp Recent Activity Increased 0.15%	0.46%	$904,346 12,875 shares@ 70.25 avg price	Increased 0.15%
Gidget Furness@Moss Adams Wealth Advisors Llc Recent Activity Increased 15.81%	0.1%	$870,977 12,400 shares@ 70.25 avg price	Increased 15.81%
James Krause@Wealthcare Advisory Partners Llc Recent Activity Increased 2.63%	0.03%	$854,077 12,159 shares@ 70.25 avg price	Increased 2.63%
Raymond P Dean@Harbor Investment Advisory, Llc Recent Activity Increased 30.49%	0.08%	$841,731 11,984 shares@ 70.24 avg price	Increased 30.49%