WELLS FARGO CO NEW (WFC-L) Institutional Ownership Changes & 13F Activity
WELLS FARGO CO NEW (WFC-L) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include First Eagle U.S. Value, Sequoia Financial Advisors, Oaktree Capital Management, and Gardner Russo & Quinn.
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q4 2025 | First Eagle U.S. Value | Buy | 5,050 | 25,741 | $31,198,092 |
| Q4 2024 | Sequoia Financial Advisors | Sell | -225 | 754 | $900,510 |
| Q3 2024 | Sequoia Financial Advisors | Sell | -6 | 979 | $1,255,274 |
| Q2 2024 | First Eagle U.S. Value | Sell | -2,000 | 20,691 | $24,600,978 |
| Q2 2024 | Sequoia Financial Advisors | Buy | 59 | 985 | $1,171,136 |
| Q1 2024 | Sequoia Financial Advisors | Buy | 926 | 926 | $1,129,119 |
| Q1 2024 | First Eagle U.S. Value | Sell | -700 | 22,691 | $27,668,271 |
| Q4 2023 | First Eagle U.S. Value | Sell | -1,500 | 23,391 | $27,966,747 |
| Q3 2023 | First Eagle U.S. Value | Sell | -3,350 | 24,891 | $27,753,465 |
| Q3 2022 | First Eagle U.S. Value | Sell | -3,480 | 28,241 | $34,002 |
| Q2 2022 | First Eagle U.S. Value | Sell | -1,520 | 31,721 | $38,557 |
| Q1 2022 | Oaktree Capital Management | Sell | -860 | 5,557 | $7,363 |
| Q4 2021 | First Eagle U.S. Value | Buy | 24,706 | 33,241 | $49,547 |
| Q4 2021 | Oaktree Capital Management | Buy | 5,696 | 6,417 | $9,564 |
| Q2 2019 | Oaktree Capital Management | Sell | -2,154 | 721 | $984 |
| Q1 2019 | First Eagle U.S. Value | Buy | 8,535 | 8,535 | $11,030 |
| Q1 2019 | Oaktree Capital Management | Sell | -2,944 | 2,875 | $3,716 |
| Q4 2018 | Oaktree Capital Management | Sell | -474 | 5,819 | $7,343 |
| Q3 2018 | Oaktree Capital Management | Sell | -384 | 6,293 | $8,124 |
| Q2 2018 | Oaktree Capital Management | Sell | -14,500 | 6,677 | $8,405 |
| Q1 2018 | Oaktree Capital Management | Sell | -10,900 | 21,177 | $27,319 |
| Q4 2017 | Oaktree Capital Management | Buy | 1,418 | 32,077 | $42,020 |
| Q4 2017 | Gardner Russo & Quinn | Buy | 18 | 18 | $24 |
| Q3 2017 | Oaktree Capital Management | Buy | 1,250 | 30,659 | $40,318 |
| Q2 2017 | Oaktree Capital Management | Buy | 21,807 | 29,409 | $38,558 |
| Q4 2015 | Oaktree Capital Management | Sell | -1,456 | 7,602 | $8,812 |
| Q2 2015 | Oaktree Capital Management | Sell | -600 | 9,058 | $10,644 |
| Q1 2015 | Oaktree Capital Management | Buy | 1,500 | 9,658 | $11,783 |
| Q4 2014 | Oaktree Capital Management | Sell | -7,592 | 8,158 | $9,909 |
| Q3 2014 | Oaktree Capital Management | Sell | -2,500 | 15,750 | $18,938 |
Frequently asked questions about WFC-L activity
Which institutional owners are buying WFC-L?
Institutional owners buying WFC-L include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in WFC-L activity?
"Buy" means an investor increased their reported position in WFC-L compared to the prior reporting period. This reflects growing exposure to WELLS FARGO CO NEW (WFC-L) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in WFC-L increasing?
Institutional interest in WFC-L can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.