Institutional shares held 2.23 Billion
67.4M calls
55.1M puts
Total value of holdings $158B
$4.78B calls
$3.91B puts
Market Cap $270B
3,795,440,128 Shares Out.
Institutional ownership 58.72%
# of Institutions 2,879


Latest Institutional Activity in WFC

Top Purchases

Q1 2025
Truist Financial Corp Shares Held: 2.18M ($155M)
Q1 2025
Principal Financial Group Inc Shares Held: 4.93M ($350M)
Q1 2025
International Assets Investment Management, LLC Shares Held: 948K ($67.3M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 4.67M ($332M)
Q1 2025
Ferguson Wellman Capital Management, Inc Shares Held: 789K ($56M)

Top Sells

Q1 2025
Gamma Investing LLC Shares Held: 47.3K ($3.36M)
Q1 2025
Yacktman Asset Management LP Shares Held: 159K ($11.3M)
Q1 2025
Teacher Retirement System Of Texas Shares Held: 1.43M ($102M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.99M ($141M)
Q1 2025
Kbc Group Nv Shares Held: 1.69M ($120M)

About WFC

Wells Fargo & Company, a diversified financial services company, provides banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally. It operates through four segments: Consumer Banking and Lending; Commercial Banking; Corporate and Investment Banking; and Wealth and Investment Management. The Consumer Banking and Lending segment offers diversified financial products and services for consumers and small businesses. Its financial products and services include checking and savings accounts, and credit and debit cards, as well as home, auto, personal, and small business lending services. The Commercial Banking segment provides financial solutions to private, family owned, and certain public companies. Its products and services include banking and credit products across various industry sectors and municipalities, secured lending and lease products, and treasury management services. The Corporate and Investment Banking segment offers a suite of capital markets, banking, and financial products and services to corporate, commercial real estate, government, and institutional clients. Its products and services comprise corporate banking, investment banking, treasury management, commercial real estate lending and servicing, equity, and fixed income solutions, as well as sales, trading, and research capabilities services. The Wealth and Investment Management segment provides personalized wealth management, brokerage, financial planning, lending, private banking, and trust and fiduciary products and services to affluent, high-net worth, and ultra-high-net worth clients. It also operates through financial advisors. Wells Fargo & Company was founded in 1852 and is headquartered in San Francisco, California.


Insider Transactions at WFC

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
2M Shares
From 19 Insiders
Exercise of conversion of derivative security 1.95M shares
Bona fide gift 51.8K shares
Sell / Disposition
1.11M Shares
From 21 Insiders
Payment of exercise price or tax liability 968K shares
Bona fide gift 51.8K shares
Open market or private sale 95K shares
Other acquisition or disposition 28 shares

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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