Stocks
Funds
Screener
Sectors
Watchlists
More
WFC - Wells Fargo & Co Stock Price, Fair Value and News
60.33
USD
+1.59
(+2.71%)
Delayed
as of 19 Apr 2024, 10:58 am ET
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
2024-04-17
CLIFFORD SWAN INVESTMENT COUNSEL LLC
REDUCED
Premium
Premium
Premium
Premium
609,053
2024-04-17
SPIRIT OF AMERICA MANAGEMENT CORP/NY
UNCHANGED
Premium
Premium
Premium
Premium
2,000
2024-04-17
PEOPLES FINANCIAL SERVICES CORP.
REDUCED
Premium
Premium
Premium
Premium
15,811
2024-04-17
DELTEC ASSET MANAGEMENT LLC
NEW
Premium
Premium
Premium
Premium
3,500
2024-04-17
DUMONT & BLAKE INVESTMENT ADVISORS LLC
ADDED
Premium
Premium
Premium
Premium
10,787
2024-04-17
GRIMES & COMPANY, INC.
REDUCED
Premium
Premium
Premium
Premium
30,867
2024-04-17
FOUNDERS FINANCIAL SECURITIES LLC
REDUCED
Premium
Premium
Premium
Premium
30,295
2024-04-17
Stockman Wealth Management, Inc.
ADDED
Premium
Premium
Premium
Premium
4,864
2024-04-17
VICUS CAPITAL
ADDED
Premium
Premium
Premium
Premium
6,591
2024-04-17
Cranbrook Wealth Management, LLC
UNCHANGED
Premium
Premium
Premium
Premium
1,425
2024-04-17
Private Ocean, LLC
REDUCED
Premium
Premium
Premium
Premium
570
2024-04-17
Clarius Group, LLC
REDUCED
Premium
Premium
Premium
Premium
21,759
2024-04-17
First Bank & Trust
REDUCED
Premium
Premium
Premium
Premium
20,732
2024-04-17
WoodTrust Financial Corp
ADDED
Premium
Premium
Premium
Premium
4,947
2024-04-17
Gradient Capital Advisors, LLC
ADDED
Premium
Premium
Premium
Premium
4,244
2024-04-17
CRITERION CAPITAL ADVISORS, LLC
ADDED
Premium
Premium
Premium
Premium
132
2024-04-17
Cedar Brook Financial Partners, LLC
ADDED
Premium
Premium
Premium
Premium
7,282
2024-04-17
Cornerstone Wealth Group, LLC
NEW
Premium
Premium
Premium
Premium
5,039
2024-04-17
Bremer Bank National Association
REDUCED
Premium
Premium
Premium
Premium
12,358
2024-04-17
Red Door Wealth Management, LLC
REDUCED
Premium
Premium
Premium
Premium
6,635
2024-04-17
Physician Wealth Advisors, Inc.
ADDED
Premium
Premium
Premium
Premium
7,156
2024-04-17
John W. Brooker & Co., CPAs
UNCHANGED
Premium
Premium
Premium
Premium
6,904
2024-04-17
ATTICUS WEALTH MANAGEMENT, LLC
UNCHANGED
Premium
Premium
Premium
Premium
1,050
2024-04-17
Investment Research & Advisory Group, Inc.
UNCHANGED
Premium
Premium
Premium
Premium
1,225
2024-04-17
Trinity Financial Advisors LLC
REDUCED
Premium
Premium
Premium
Premium
25,433
Rows per page:
10
25
50
All
1–25 of 1847
Which funds are the top buyers of WFC?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
321,728,000
15,835,400,000
0.35%
BlackRock Inc.
261,297,000
12,861,100,000
0.33%
FMR LLC
177,292,000
8,726,330,000
0.67%
STATE STREET CORP
147,273,000
7,248,780,000
0.35%
Dodge & Cox
117,252,000
5,771,140,000
3.66%
JPMORGAN CHASE & CO
113,841,000
5,603,230,000
0.54%
PRICE T ROWE ASSOCIATES INC /MD/
71,230,600
3,505,970,000
0.47%
GEODE CAPITAL MANAGEMENT, LLC
70,166,800
3,445,100,000
0.36%
Capital International Investors
64,946,900
3,196,780,000
0.72%
NORGES BANK
53,292,200
2,623,040,000
0.46%
Rows per page:
10
1–10 of 86
Which funds have put a big percent of portfolio in WFC?
Fund Name
$ Value
% Port.
Latash Investments, LLC
117,295,000
84.47%
STONEBRIDGE ADVISORS LLC
264,604,000
54.98%
DAILY JOURNAL CORP
81,897,500
46.22%
AMERICAN ASSETS INC
78,782,800
30.82%
Voleon Capital Management LP
90,091,000
25.74%
Theleme Partners LLP
344,865,000
16.45%
Mount Capital Ltd
37,681,700
16.31%
RWWM, Inc.
120,026,000
13.92%
PM CAPITAL Ltd
44,299,000
10.40%
Spectrum Asset Management, Inc.
5,676,800,000
8.40%
Rows per page:
10
1–10 of 94
Trend of No. of funds that hold WFC
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
WHALEROCK POINT PARTNERS, LLC
3,191,910,000
NORGES BANK
2,623,040,000
Rokos Capital Management LLP
53,384,300
Regal Partners Ltd
48,122,000
Bridgewater Associates, LP
26,175,100
PAYDEN & RYGEL
22,282,000
VOLORIDGE INVESTMENT MANAGEMENT, LLC
20,743,500
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.
18,612,300
Additions
Fund Name
% Increased
Providence Capital Advisors, LLC
2,748
NOMURA HOLDINGS INC
1,300
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
427
V-Square Quantitative Management LLC
274
L. Roy Papp & Associates, LLP
270
MARSHALL WACE, LLP
213
COHEN & STEERS, INC.
201
TWO SIGMA SECURITIES, LLC
186
Reductions
Fund Name
% Reduced
Gladius Capital Management LP
-99.51
AMUNDI
-99.27
Strategic Investment Solutions, Inc. /IL
-98.41
TFO Wealth Partners, LLC
-97.27
Nemes Rush Group LLC
-95.62
SeaTown Holdings Pte. Ltd.
-94.32
Balyasny Asset Management L.P.
-93.67
Farther Finance Advisors, LLC
-92.56
Sold off
Fund Name
$ Sold
Altshuler Shaham Ltd
-133,884,000
Alyeska Investment Group, L.P.
-55,286,900
Optiver Holding B.V.
-46,347,000
WINTON GROUP Ltd
-24,342,100
ADAMS DIVERSIFIED EQUITY FUND, INC.
-23,282,000
Gillson Capital LP
-19,297,000
SUVRETTA CAPITAL MANAGEMENT, LLC
-17,508,800
CANTOR FITZGERALD, L. P.
-16,146,700