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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 Q2 2015 it was held by 27 managers with an aggregate reported value of $37.02B, which is 4.77% of the combined portfolio.

As of Q2 2015, 27 tracked institutional managers held WFC (WELLS FARGO & CO NEW) with an aggregate reported value of $37.02B4.77% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q2 2015
Ticker
WFC

13F data is delayed and excludes shorts/non-13F assets.

Long holders

1Warren Buffett - Berkshire Hathaway 24.68%-470,292,359$26.45B
2Dodge & Cox - Dodge & Cox3.60%Reduce -1.4%70,896,684$3.99B
3Bill Nygren - Oakmark Funds3.27%Add +0.1%36,457,656$2.05B
4Christopher Davis - Davis Advisors 7.10%Reduce -3.9%36,069,415$2.03B
5Thomas Russo - Gardner Russo & Quinn7.25%Reduce -0.0%14,675,054$825.33M
6Tweedy Browne Co. - Tweedy Browne Value Fund7.86%Reduce -0.9%5,058,689$284.5M
7Mairs & Power Growth Fund - Mairs & Power Growth Fund2.24%Add +0.1%2,807,444$157.89M
8John Armitage - Egerton Capital2.00%Reduce -44.4%2,804,033$157.7M
9David Abrams - Abrams Capital Management10.58%-2,770,000$155.79M
10Yacktman Asset Management - Yacktman Asset Management0.74%Reduce -6.4%2,458,660$138.28M
11Richard Pzena - Pzena Investment Management0.71%Reduce -3.5%2,222,313$124.98M
12Sarah Ketterer - Causeway Capital Management3.00%Add +12.7%1,826,229$120.11M
13Steven Check - Check Capital Management11.08%Reduce -1.7%1,767,209$99.39M
14Stanley Druckenmiller - Duquesne Family Office LLC6.36%New1,679,400$94.45M
15Daily Journal Corp (Charlie Munger) - Daily Journal Corp66.20%-1,591,800$89.52M
16Wallace Weitz - Weitz Investment Management1.95%Reduce -33.1%1,234,400$69.42M
17Greenhaven Associates - Greenhaven Associates1.24%Reduce -1.9%1,206,300$67.84M
18Francois Rochon - Giverny Capital7.13%Add +3.0%634,507$35.69M
19David Katz - Matrix Asset Advisors4.07%Reduce -8.7%576,199$32.41M
20Valley Forge Capital Management - Valley Forge Capital Management2.02%Reduce -6.3%267,777$15.06M
21Torray Funds - Torray Funds0.95%Add +3493.2%260,829$14.67M
22Ruane Cunniff LP - Ruane Cunniff LP0.06%-234,445$13.19M
23Guy Spier - Aquamarine Capital4.51%-115,000$6.47M
24Prem Watsa - Fairfax Financial Holdings0.29%-69,300$3.9M
25Third Avenue Management - Third Avenue Management0.04%New30,237$1.7M
26First Eagle - First Eagle Investment Management0.00%-1,800$101K

Call holders — bullish via leverage

1 manager holds call options on WFC — a right to buy at strike. Notional value, not premium.

1Steven Check - Check Capital Management-2,400$135K
Loading holder history for WFC