WELLS FARGO CO NEW (WFC) — Hedge Fund Ownership Q4 2025
WFC
- WELLS FARGO CO NEW (WFC) is held by 16 of 81 tracked hedge funds, with Daily Journal Corporation (48%) and Third Avenue Management (4%) holding the largest stakes, indicating moderate hedge fund interest relative to peers.
- The biggest increases in WFC holdings came from Davis Selected Advisers (+6%), highlighting conviction.
- The biggest decreases in WFC holdings came from Dodge & Cox (-17%) and Mairs & Power (-20%), suggesting profit-taking or de-risking.
- Overall, hedge funds decreased exposure to WELLS FARGO CO NEW (WFC) by -11% vs the prior quarter and -45% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Daily Journal Corporation
|
47.60% | 1.4M | — | — | $131.7M | $93.20 | — |
| 2 |
Third Avenue Management
|
4.21% | 559K | -3.82% | -17.42% | $52.1M | $93.20 | — |
| 3 |
Tweedy, Browne Tweedy, Browne Co LLC
|
4.21% | 559K | -3.82% | -17.42% | $52.1M | $93.20 | — |
| 4 |
Davis Selected Advisers Christopher Davis
|
3.46% | 8.3M | +6.06% | -4.37% | $769.6M | $93.20 | — |
| 5 |
Pzena Investment Management Richard Pzena
|
2.78% | 10.0M | -2.32% | -27.80% | $930.2M | $93.20 | — |
| 6 |
Chou Associates Management Francis Chou
|
2.75% | 60K | — | — | $5.5M | $93.20 | — |
| 7 |
Sound Shore Management Harry Burn
|
2.73% | 920K | -0.61% | -40.76% | $85.7M | $93.20 | — |
| 8 |
Matrix Asset Advisors David Katz
|
1.82% | 217K | -0.91% | -4.41% | $20.2M | $93.20 | — |
| 9 |
Dodge & Cox
|
1.63% | 32.3M | -16.91% | -54.14% | $3.01B | $93.20 | — |
| 10 |
Mairs & Power
|
1.55% | 1.7M | -20.39% | -25.15% | $161.2M | $93.20 | — |
| 11 |
First Pacific Advisors Steven Romick
|
1.36% | 1.1M | -14.08% | -70.56% | $103.4M | $93.20 | — |
| 12 |
Olstein Capital Management Robert Olstein
|
1.28% | 67K | -8.22% | -24.72% | $6.2M | $93.19 | — |
| 13 |
Markel Group Tom Gayner
|
0.15% | 204K | — | — | $19.1M | $93.20 | — |
| 14 |
Yacktman Asset Management Donald Yacktman
|
0.13% | 102K | -18.80% | -90.37% | $9.5M | $93.20 | — |
| 15 |
Torray Investment Partners Robert Torray
|
0.04% | 3K | — | — | $279,600 | $93.20 | — |
| 16 |
Gardner Russo & Quinn Thomas Russo
|
0.01% | 8K | -21.53% | -95.89% | $742,287 | $93.21 | — |
| 16 | Total | — | 57.5M | -10.92% | -45.32% | $5.36B | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.