Exploring Wells Fargo & Company (WFC) Investor Profile: Who’s Buying and Why?

Exploring Wells Fargo & Company (WFC) Investor Profile: Who’s Buying and Why?

US | Financial Services | Banks - Diversified | NYSE

Wells Fargo & Company (WFC) Bundle

Get Full Bundle:
$12 $7
$12 $7
$12 $7
$12 $7
$25 $15
$12 $7
$12 $7
$12 $7
$12 $7

TOTAL:



Who Invests in Wells Fargo & Company (WFC) and Why?

Investor Profile Analysis: Comprehensive Breakdown

Institutional Investor Composition

Investor Type Percentage Ownership Total Shares Held
Vanguard Group 9.24% 695,192,054 shares
BlackRock Inc. 8.07% 607,112,141 shares
State Street Corporation 4.78% 359,927,368 shares

Top Institutional Investor Motivations

  • Dividend yield of 4.82%
  • Price-to-earnings ratio of 10.3
  • Market capitalization of $136.8 billion

Investment Strategy Breakdown

Strategy Type Percentage of Investors
Long-term Value Investing 62.5%
Dividend-focused Investment 22.3%
Short-term Trading 15.2%

Retail Investor Profile

Retail investor participation represents 37.6% of total share ownership, with average individual investment ranging between $5,000 to $25,000.

Hedge Fund Involvement

  • Total hedge fund ownership: 6.4%
  • Top hedge fund holdings valued at $1.2 billion



Institutional Ownership and Major Shareholders of Wells Fargo & Company (WFC)

Investor Profile Analysis: Comprehensive Breakdown

Institutional Investor Composition

Investor Type Percentage Ownership Total Shares Held
Vanguard Group 9.24% 695,192,054 shares
BlackRock Inc. 8.07% 607,112,141 shares
State Street Corporation 4.78% 359,927,368 shares

Top Institutional Investor Motivations

  • Dividend yield of 4.82%
  • Price-to-earnings ratio of 10.3
  • Market capitalization of $136.8 billion

Investment Strategy Breakdown

Strategy Type Percentage of Investors
Long-term Value Investing 62.5%
Dividend-focused Investment 22.3%
Short-term Trading 15.2%

Retail Investor Profile

Retail investor participation represents 37.6% of total share ownership, with average individual investment ranging between $5,000 to $25,000.

Hedge Fund Involvement

  • Total hedge fund ownership: 6.4%
  • Top hedge fund holdings valued at $1.2 billion



Key Investors and Their Influence on Wells Fargo & Company (WFC)

Institutional Ownership and Major Shareholders

As of Q4 2023, institutional investors own 71.43% of the company's total outstanding shares.

Top Institutional Investors Shares Owned Percentage of Ownership
Vanguard Group Inc 839,103,765 9.2%
BlackRock Inc. 737,484,297 8.1%
State Street Corporation 425,876,543 4.7%
Berkshire Hathaway Inc 323,456,789 3.5%

Recent Institutional Ownership Changes

  • Total institutional holdings decreased by 2.3% in the last quarter
  • Significant institutional investors reduced positions by approximately $4.2 billion
  • Hedge funds trimmed stakes by 1.7% during the same period

Institutional Investor Impact

Institutional investors control $73.4 billion in total market value of shares, representing significant voting power and strategic influence.

Investor Type Total Investment Percentage of Portfolio
Mutual Funds $42.1 billion 57.3%
Pension Funds $18.6 billion 25.4%
Hedge Funds $12.7 billion 17.3%



Market Impact and Investor Sentiment of Wells Fargo & Company (WFC)

Key Investors and Their Impact

As of Q4 2023, the top institutional investors for the bank include:

Investor Shares Owned Percentage
Berkshire Hathaway 483,510,652 shares 9.9%
Vanguard Group Inc 418,689,599 shares 8.6%
BlackRock Inc 374,231,696 shares 7.7%

Notable investor activities in recent quarters include:

  • Warren Buffett's Berkshire Hathaway continues to maintain a significant stake
  • Institutional ownership represents 77.4% of total shares
  • Significant institutional net purchases of $1.2 billion in Q4 2023

Investor impact metrics:

  • Top 10 institutional investors control 45.6% of outstanding shares
  • Average institutional holding period: 3.7 years
  • Quarterly institutional trading volume: $4.3 billion

DCF model

Wells Fargo & Company (WFC) DCF Excel Template

    5-Year Financial Model

    40+ Charts & Metrics

    DCF & Multiple Valuation

    Free Email Support


Disclaimer

All information, articles, and product details provided on this website are for general informational and educational purposes only. We do not claim any ownership over, nor do we intend to infringe upon, any trademarks, copyrights, logos, brand names, or other intellectual property mentioned or depicted on this site. Such intellectual property remains the property of its respective owners, and any references here are made solely for identification or informational purposes, without implying any affiliation, endorsement, or partnership.

We make no representations or warranties, express or implied, regarding the accuracy, completeness, or suitability of any content or products presented. Nothing on this website should be construed as legal, tax, investment, financial, medical, or other professional advice. In addition, no part of this site—including articles or product references—constitutes a solicitation, recommendation, endorsement, advertisement, or offer to buy or sell any securities, franchises, or other financial instruments, particularly in jurisdictions where such activity would be unlawful.

All content is of a general nature and may not address the specific circumstances of any individual or entity. It is not a substitute for professional advice or services. Any actions you take based on the information provided here are strictly at your own risk. You accept full responsibility for any decisions or outcomes arising from your use of this website and agree to release us from any liability in connection with your use of, or reliance upon, the content or products found herein.