WFC - WELLS FARGO & CO NEW
This page shows which of the focused investors we track hold WFC and how their positions changed, so you can see how much conviction the group has in the stock.
In Q1 2015 it was held by 26 managers with an aggregate reported value of $36.03B, which is 4.68% of the combined portfolio.
As of Q1 2015, 26 tracked institutional managers held WFC (WELLS FARGO & CO NEW) with an aggregate reported value of $36.03B — 4.68% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q1 2015
- Ticker
- WFC
13F data is delayed and excludes shorts/non-13F assets.
Long holders
| 1 | Warren Buffett - Berkshire Hathaway | 23.88% | Add +1.5% | 470,292,359 | $25.58B |
| 2 | Dodge & Cox - Dodge & Cox | 3.61% | Reduce -0.7% | 71,933,893 | $3.91B |
| 3 | Christopher Davis - Davis Advisors | 6.96% | Reduce -8.9% | 37,539,086 | $2.04B |
| 4 | Bill Nygren - Oakmark Funds | 3.13% | Add +0.5% | 36,430,977 | $1.98B |
| 5 | Thomas Russo - Gardner Russo & Quinn | 7.18% | Add +0.5% | 14,681,593 | $798.68M |
| 6 | Tweedy Browne Co. - Tweedy Browne Value Fund | 7.49% | Reduce -1.1% | 5,103,177 | $277.61M |
| 7 | John Armitage - Egerton Capital | 3.76% | Reduce -9.2% | 5,043,707 | $274.38M |
| 8 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 2.10% | Reduce -0.3% | 2,803,422 | $152.51M |
| 9 | David Abrams - Abrams Capital Management | 11.21% | - | 2,770,000 | $150.69M |
| 10 | Yacktman Asset Management - Yacktman Asset Management | 0.66% | Reduce -5.9% | 2,625,794 | $142.84M |
| 11 | Richard Pzena - Pzena Investment Management | 0.70% | Reduce -8.2% | 2,302,295 | $125.25M |
| 12 | Sarah Ketterer - Causeway Capital Management | 3.06% | Reduce -11.8% | 1,620,323 | $117.08M |
| 13 | Wallace Weitz - Weitz Investment Management | 2.71% | Reduce -4.2% | 1,844,267 | $100.33M |
| 14 | Steven Check - Check Capital Management | 10.62% | Add +0.8% | 1,798,306 | $97.83M |
| 15 | Daily Journal Corp (Charlie Munger) - Daily Journal Corp | 67.32% | - | 1,591,800 | $86.59M |
| 16 | Greenhaven Associates - Greenhaven Associates | 1.20% | Add +169.9% | 1,229,200 | $66.87M |
| 17 | David Katz - Matrix Asset Advisors | 3.97% | Reduce -1.1% | 630,762 | $34.31M |
| 18 | Francois Rochon - Giverny Capital | 7.34% | New | 616,282 | $33.53M |
| 19 | Valley Forge Capital Management - Valley Forge Capital Management | 1.92% | Reduce -2.9% | 285,802 | $15.55M |
| 20 | Ruane Cunniff LP - Ruane Cunniff LP | 0.06% | Reduce -0.0% | 234,445 | $12.75M |
| 21 | Bruce Berkowitz - Fairholme Capital | 0.15% | Reduce -4.0% | 143,600 | $7.81M |
| 22 | Guy Spier - Aquamarine Capital | 4.13% | - | 115,000 | $6.26M |
| 23 | Prem Watsa - Fairfax Financial Holdings | 0.27% | - | 69,300 | $3.77M |
| 24 | Torray Funds - Torray Funds | 0.05% | Reduce -97.2% | 7,259 | $395K |
| 25 | First Eagle - First Eagle Investment Management | 0.00% | - | 1,800 | $98K |
Call holders — bullish via leverage
1 manager holds call options on WFC — a right to buy at strike. Notional value, not premium.
| 1 | Steven Check - Check Capital Management | - | 2,400 | $131K |
Loading holder history for WFC…