Wells Fargo & Company (wfc 7.5 Perp L)Preferred / convertible
13F holders, Q4 2024 (December 31)256holders +1
17new positions
19sold out
1famous investor
$1057.31avg. 13F price*
At the end of Q4 2024, 256 institutions reported holding Wells Fargo & Company (wfc 7.5 Perp L) in their 13F filings, up 1 from Q3 2024. 17 opened new positions and 19 sold out. The largest holders were Voya Investment Management LLC ($713.7M), BlackRock, Inc. ($351.8M) and Advent Capital Management ($206.0M). One famous investor held it Ken Griffin ( of Citadel Advisors's portfolio).
- Company
- Wells Fargo & Company (wfc 7.5 Perp L)
- CUSIP
- 949746804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $14.5M |
| Exits | 19 | $25.6M |
All 13F filers, Q3 2024 → Q4 2024: 286,408 shares bought and 147,597 shares sold, net +138,811 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 256 holders
| Voya Investment Management LLC | — | Add +1.1% | 597,598 | $713.7M |
| BlackRock, Inc. | — | Add +2.1% | 294,605 | $351.8M |
| Advent Capital Management | — | Reduce -4.5% | 173,866 | $206.0M |
| First Trust Advisors LP | — | Add +2.4% | 158,755 | $189.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | Reduce -4.2% | 85,460 | $102.1M |
| Victory Capital Management Inc. | — | Reduce -0.0% | 70,554 | $84.3M |
| State Street Corp. | — | Add +13.0% | 65,814 | $77.5M |
| Invesco Ltd. | — | Reduce -2.5% | 63,290 | $75.6M |
| Manufacturers Life Insurance Company, The | — | No change | 61,882 | $73.7M |
| Allianz Asset Management GmbH | — | No change | 53,940 | $64.4M |
| Nuveen Asset Management, LLC | — | Reduce -0.1% | 46,618 | $55.7M |
| Morgan Stanley | — | Reduce -4.5% | 44,958 | $53.7M |
| Stonebridge Advisors LLC | — | Reduce -44.1% | 36,497 | $43.6M |
| Bank of America Corp. | — | Reduce -2.0% | 30,800 | $36.8M |
| MacKay Shields LLC | — | Reduce -1.0% | 28,119 | $33.5M |
| Thrivent Financial for Lutherans | — | Add +9.7% | 25,933 | $30.8M |
| Pier 88 Investment Partners LLC | — | Add +14.9% | 20,852 | $24.9M |
| First Eagle Investment Management, LLC | — | No change | 20,691 | $24.7M |
| Ssi Investment Management LLC | — | Reduce -1.6% | 19,671 | $23.4M |
| New York State Common Retirement Fund | — | Add +4.2% | 19,114 | $22.8M |
| Focus Partners Wealth | — | Reduce -1.6% | 18,818 | $22.3M |
| FMR LLC | — | Reduce -63.9% | 18,450 | $21.9M |
| Cohen & Steers, Inc. | — | Add +3.1% | 16,849 | $20.1M |
| New England Asset Management Inc. | — | No change | 13,275 | $15.9M |
| Galvin, Gaustad & Stein, LLC | — | Add +3.1% | 12,321 | $14.7M |
| KCM Investment Advisors LLC | — | Reduce -3.9% | 11,465 | $13.7M |
| Kestra Advisory Services, LLC | — | Add +4.0% | 11,243 | $13.4M |
| Alliancebernstein L.P. | — | Reduce -5.1% | 10,202 | $12.2M |
| Ulland Investment Advisors, LLC | — | Add +456.1% | 9,987 | $11.9M |
| Palisade Capital Management, LP | — | Add +17.7% | 9,249 | $10.8M |
| Stratos Wealth Partners, LTD. | — | Add +2.3% | 8,690 | $10.4M |
| Raymond James Financial Inc. | — | — | 8,330 | $9.9M |
| Stifel Financial Corp. | — | Add +12.0% | 8,163 | $9.7M |
| RB Capital Management, LLC | — | Add +0.3% | 8,094 | $9.7M |
| Crawford Investment Counsel Inc. | — | Reduce -0.6% | 8,044 | $9.6M |
| UBS Group AG | — | Add +1.4% | 7,427 | $8.9M |
| Rational Advisors, Inc. | — | Add +37.0% | 7,400 | $8.8M |
| LPL Financial LLC | — | Add +7.5% | 7,157 | $8.5M |
| Wellington Management Group LLP | — | Reduce -0.6% | 7,012 | $8.3M |
| JRM Investment Counsel, LLC | — | Add +1.1% | 6,862 | $8.2M |
| Oxbow Advisors, LLC | — | Reduce -47.7% | 6,860 | $8.2M |
| Citigroup Inc. | — | Reduce -2.9% | 6,151 | $7.3M |
| Penn Mutual Asset Management | — | No change | 6,000 | $7.2M |
| Conning Inc. | — | No change | 6,065 | $7.1M |
| Commonwealth Equity Services, LLC | — | Reduce -15.3% | 5,383 | $6.4M |
| Knightsbridge Asset Management, LLC | — | Add +22.6% | 5,150 | $6.2M |
| Jefferies Financial Group Inc. | — | Add +15.0% | 5,080 | $6.1M |
| Western Asset Management Company, LLC | — | No change | 4,965 | $5.9M |
| Baird Financial Group, Inc. | — | Add +42.0% | 4,957 | $5.9M |
| Wells Fargo & Company | — | Reduce -0.8% | 4,849 | $5.8M |
| Camden Asset Management L P | — | Reduce -52.0% | 4,814 | $5.7M |
| Norris Perne & French LLP | — | Reduce -3.1% | 4,776 | $5.7M |
| Amundi | — | No change | 4,799 | $5.7M |
| Phraction Management LLC | — | Add +2.0% | 4,697 | $5.6M |
| Hudson Capital Management LLC | — | Add +1.5% | 4,590 | $5.5M |
| Mariner, LLC | — | Add +5.5% | 3,832 | $4.6M |
| Bessemer Group Inc. | — | Reduce -21.1% | 3,787 | $4.5M |
| Corient Private Wealth LP | — | Reduce -4.2% | 3,778 | $4.5M |
| Spectrum Asset Management, Inc. | — | No change | 3,532 | $4.2M |
| NorthCoast Asset Management LLC | — | Reduce -1.9% | 3,491 | $4.2M |
| LM Advisors LLC | — | Add +0.6% | 3,442 | $4.1M |
| Laffer Tengler Investments, Inc. | — | Add +2.8% | 3,380 | $4.0M |
| Edgemoor Investment Advisors, Inc. | — | Reduce -3.9% | 3,363 | $4.0M |
| American Century Companies Inc. | — | Add +7.5% | 3,345 | $4.0M |
| Goldman Sachs Group Inc. | — | No change | 3,280 | $3.9M |
| Icon Advisers Inc. | — | New | 3,189 | $3.8M |
| Envestnet Asset Management Inc. | — | Add +2.9% | 3,153 | $3.8M |
| Keystone Financial Group | — | Add +19.4% | 3,128 | $3.7M |
| Deroy & Devereaux Private Investment Counsel Inc. | — | Reduce -1.6% | 3,052 | $3.6M |
| HRT Financial LP | — | New | 3,042 | $3.6M |
| Cambridge Investment Research Advisors, Inc. | — | Reduce -1.9% | 2,807 | $3.4M |
| Janney Montgomery Scott LLC | — | Reduce -4.1% | 2,697 | $3.2M |
| Whalerock Point Partners, LLC | — | Reduce -6.1% | 2,675 | $3.2M |
| Seven Springs Wealth Group, LLC | — | Add +4.1% | 2,656 | $3.2M |
| Agf Management Ltd. | — | No change | 2,300 | $2.7M |
| Calamos Advisors LLC | — | Reduce -1.2% | 2,158 | $2.6M |
| Neuberger Berman Group LLC | — | Add +1.4% | 2,138 | $2.6M |
| Summitry LLC | — | Reduce -2.3% | 2,056 | $2.5M |
| Montag A & Associates Inc. | — | Add +4.6% | 1,944 | $2.3M |
| Curi Capital, LLC | — | Add +12.2% | 1,928 | $2.3M |
| CIBC Private Wealth Group LLC | — | No change | 1,940 | $2.3M |
| CSM Advisors, LLC | — | No change | 1,750 | $2.1M |
| McHugh Group, LLC | — | — | 1,664 | $2.0M |
| Macquarie Group Ltd. | — | New | 1,558 | $1.9M |
| Wilmington Savings Fund Society, FSB | — | No change | 1,537 | $1.8M |
| Everett Harris & Co. | — | Reduce -0.6% | 1,492 | $1.8M |
| Truist Financial Corp. | — | Add +0.1% | 1,490 | $1.8M |
| Wittenberg Investment Management, Inc. | — | Reduce -39.7% | 1,403 | $1.7M |
| JPMorgan Chase & Co. | — | Add +24.3% | 1,388 | $1.7M |
| Magnus Financial Group LLC | — | Reduce -7.5% | 1,381 | $1.6M |
| National Bank of Canada | — | Add +9.8% | 1,370 | $1.6M |
| Schnieders Capital Management LLC | — | Reduce -1.4% | 1,358 | $1.6M |
| Cresset Asset Management, LLC | — | Add +361.1% | 1,245 | $1.5M |
| Paradigm Capital Management, LLC | — | Add +77.9% | 1,238 | $1.5M |
| Sei Investments Co. | — | Add +4.2% | 1,204 | $1.4M |
| Bowie Capital Management, LLC | — | No change | 1,200 | $1.4M |
| Sanctuary Advisors, LLC | — | Add +0.5% | 1,158 | $1.4M |
| Cove Private Wealth, LLC | — | No change | 1,169 | $1.4M |
| Marathon Capital Management | — | Reduce -1.4% | 1,157 | $1.4M |
| Schroder Investment Management Group | — | Reduce -14.0% | 1,164 | $1.4M |
"% of holder's portfolio" is WELLS FARGO & COMPANY (WFC 7.5 PERP L)'s weight in each manager's 13F, not the share of Wells Fargo & Company (wfc 7.5 Perp L) the manager owns.