Stock Ideas
New
Stocks
Funds
Screener
Sectors
Watchlists
More
WFC - Wells Fargo & Co Stock Price, Fair Value and News
61.10
USD
+0.04
(+0.07%)
Market Closed
Watchlist
Share
Stock
/
WFC
/
Funds-Owners-Holders
Which funds bought or sold WFC recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-05-17
Rokos Capital Management LLP
ADDED
Premium
Premium
Premium
Premium
2,620,870
2024-05-17
Kozak & Associates, Inc.
ADDED
Premium
Premium
Premium
Premium
219
2024-05-17
Heartland Bank & Trust Co
REDUCED
Premium
Premium
Premium
Premium
16,280
2024-05-17
Plato Investment Management Ltd
ADDED
Premium
Premium
Premium
Premium
65,490
2024-05-17
Aspect Partners, LLC
UNCHANGED
Premium
Premium
Premium
Premium
70.00
2024-05-17
Lummis Asset Management, LP
REDUCED
Premium
Premium
Premium
Premium
27,878
2024-05-17
New Covenant Trust Company, N.A.
NEW
Premium
Premium
Premium
Premium
4,636
2024-05-17
CITIZENS FINANCIAL GROUP INC/RI
REDUCED
Premium
Premium
Premium
Premium
19,730
2024-05-16
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
REDUCED
Premium
Premium
Premium
Premium
5,893,570
2024-05-16
Meiji Yasuda Life Insurance Co
ADDED
Premium
Premium
Premium
Premium
47,945
2024-05-16
KLCM Advisors, Inc.
REDUCED
Premium
Premium
Premium
Premium
422,641
2024-05-16
LEVIN CAPITAL STRATEGIES, L.P.
REDUCED
Premium
Premium
Premium
Premium
4,300
2024-05-16
Jaffetilchin Investment Partners, LLC
ADDED
Premium
Premium
Premium
Premium
21,996
2024-05-16
Ancora Advisors LLC
REDUCED
Premium
Premium
Premium
Premium
18,628
2024-05-16
B. Riley Wealth Advisors, Inc.
ADDED
Premium
Premium
Premium
Premium
67,346
2024-05-16
First Western Trust Bank
REDUCED
Premium
Premium
Premium
Premium
4,353
2024-05-16
Colony Group, LLC
ADDED
Premium
Premium
Premium
Premium
82,913
2024-05-16
JANE STREET GROUP, LLC
REDUCED
Premium
Premium
Premium
Premium
1,294,550
2024-05-16
JANE STREET GROUP, LLC
REDUCED
Premium
Premium
Premium
Premium
9,137
2024-05-16
Tidal Investments LLC
ADDED
Premium
Premium
Premium
Premium
88,063
2024-05-16
Arete Wealth Advisors, LLC
REDUCED
Premium
Premium
Premium
Premium
18,593
2024-05-16
Garner Asset Management Corp
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-16
Redwood Investment Management, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-16
Dynasty Wealth Management, LLC
NEW
Premium
Premium
Premium
Premium
29,316
2024-05-16
Semmax Financial Advisors Inc.
REDUCED
Premium
Premium
Premium
Premium
78,244
Rows per page:
10
25
50
All
1–25 of 1848
Which funds are the top buyers of WFC?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
317,689,000
18,413,200,000
0.36%
BlackRock Inc.
259,409,000
15,035,400,000
0.35%
FMR LLC
186,791,000
10,826,400,000
0.73%
STATE STREET CORP
146,638,000
8,499,160,000
0.38%
Dodge & Cox
115,176,000
6,675,600,000
3.87%
JPMORGAN CHASE & CO
113,849,000
6,598,690,000
0.56%
GEODE CAPITAL MANAGEMENT, LLC
71,749,000
4,148,370,000
0.38%
WELLINGTON MANAGEMENT GROUP LLP
60,176,500
3,487,830,000
0.62%
Capital International Investors
59,374,600
3,441,350,000
0.70%
PRICE T ROWE ASSOCIATES INC /MD/
59,298,900
3,436,970,000
0.42%
Rows per page:
10
1–10 of 85
Which funds have put a big percent of portfolio in WFC?
Fund Name
$ Value
% Port.
Latash Investments, LLC
116,278,000
82.65%
STONEBRIDGE ADVISORS LLC
264,604,000
54.98%
DAILY JOURNAL CORP
81,897,500
46.22%
AMERICAN ASSETS INC
92,772,300
34.83%
Voleon Capital Management LP
90,091,000
25.74%
Mount Capital Ltd
44,372,800
18.71%
Theleme Partners LLP
342,347,000
17.35%
Penn Mutual Asset Management
7,316,100
15.62%
RWWM, Inc.
129,138,000
13.93%
Black Cypress Capital Management, LLC
11,511,700
10.78%
Rows per page:
10
1–10 of 96
Trend of No. of funds that hold WFC
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
Federation des caisses Desjardins du Quebec
97,847,600
Mn Services Vermogensbeheer B.V.
84,819,000
RENAISSANCE TECHNOLOGIES LLC
57,758,000
M&G Plc
36,581,000
Teewinot Capital Advisers, L.L.C.
31,002,100
Holocene Advisors, LP
27,812,300
MOORE CAPITAL MANAGEMENT, LP
26,758,500
PAYDEN & RYGEL INVESTMENT GROUP
26,314,000
Additions
Fund Name
% Increased
Heritage Wealth Advisors
2,313,990
Gladius Capital Management LP
4,245
Plato Investment Management Ltd
1,634
J.Safra Asset Management Corp
704
SG Americas Securities, LLC
666
MONECO Advisors, LLC
551
Varma Mutual Pension Insurance Co
489
CWA Asset Management Group, LLC
407
Reductions
Fund Name
% Reduced
Heritage Wealth Advisors
-98.99
MARSHALL WACE, LLP
-98.8
GW&K Investment Management, LLC
-97.99
Sather Financial Group Inc
-97.88
Planning Capital Management Corp
-96.5
HUNTINGTON NATIONAL BANK
-96.00
FDx Advisors, Inc.
-66.8
FinTrust Capital Advisors, LLC
-65.77
Sold off
Fund Name
$ Sold
NORGES BANK
-2,623,040,000
Prana Capital Management, LP
-38,274,900
VOLORIDGE INVESTMENT MANAGEMENT, LLC
-20,743,500
Azora Capital LP
-19,515,200
Hudson Bay Capital Management LP
-16,562,500
CAXTON ASSOCIATES LP
-12,305,000
Point72 Europe (London) LLP
-11,916,900
CARLSON CAPITAL L P
-11,866,500