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

0100200300 Q1 2024: 249Q1 2024Q2 2024: 250Q2 2024Q3 2024: 255Q3 2024Q4 2024: 256Q4 2024Q1 2025: 262Q1 2025Q2 2025: 269Q2 2025Q3 2025: 248Q3 2025Q4 2025: 262Q4 2025Q1 2026: 258Q1 2026Q2 2026: 247Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions17$14.5M
Exits19$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
Chilton Investment Co. Inc. — Add +378.7% 1,144 $1.4M
JT Stratford LLC — Add +31.9% 1,107 $1.3M
Apollon Financial, LLC — New 1,107 $1.3M
Graypoint LLC — Reduce -18.4% 1,074 $1.3M
Osaic Holdings, Inc. — Reduce -8.6% 1,056 $1.3M
StoneX Group Inc. — Add +3.2% 1,010 $1.2M
D.A. Davidson & Co. — Add +6.0% 1,001 $1.2M
Ameriprise Financial Inc. — Reduce -6.3% 932 $1.1M
Founders Capital Management, LLC — Reduce -6.2% 930 $1.1M
LexAurum Advisors, LLC — Add +6.1% 922 $1.1M
Central Pacific Bank - Trust Division — Reduce -8.2% 897 $1.1M
Kelly Lawrence W & Associates Inc. — No change 887 $1.1M
First Foundation Advisors — Reduce -33.3% 871 $1.0M
US Bancorp \de — Reduce -12.6% 857 $1.0M
Scotia Capital Inc. — Add +1.8% 834 $996K
Chicago Partners Investment Group LLC — Reduce -0.5% 813 $964K
MeadowBrook Investment Advisors LLC — Add +1.6% 774 $924K
Sequoia Financial Advisors, LLC — Reduce -23.0% 754 $901K
Seelaus Asset Management LLC — Reduce -10.7% 744 $889K
Van Hulzen Asset Management, LLC — Reduce -2.3% 720 $860K
HighTower Advisors, LLC — Reduce -57.9% 715 $854K
NewEdge Wealth, LLC — Reduce -2.5% 673 $804K
Pennsylvania Capital Management Inc. — No change 660 $788K
BOS Asset Management, LLC — No change 658 $786K
Aristotle Capital Management, LLC — Reduce -9.8% 650 $776K
Vestmark Advisory Solutions, Inc. — Reduce -2.6% 648 $774K
Chilton Capital Management LLC — Reduce -2.3% 647 $773K
First Hawaiian Bank — Reduce -0.8% 644 $769K
Searle & Co. — New 637 $761K
Islay Capital Management, LLC — No change 635 $758K
Valeo Financial Advisors, LLC — Reduce -0.0% 81,935 $755K
Coordinated Financial Services, Inc. — — 626 $748K
Bowman & Co S.C. — Add +0.3% 600 $718K
Ieq Capital, LLC — Reduce -1.7% 577 $689K
&partners — Add +93.1% 556 $670K
International Assets Investment Management, LLC — New 552 $662K
Wedbush Securities Inc. — Reduce -9.9% 547 $653K
Whittier Trust Co. of Nevada Inc. — No change 540 $645K
Marcum Wealth, LLC — Add +60.4% 526 $628K
Barclays PLC — New 508 $607K
Pathway Financial Advisers, LLC — Add +0.4% 508 $607K
Ingalls & Snyder LLC — No change 503 $601K
Independent Wealth Network Inc. — Reduce -0.2% 503 $601K
Wambolt & Associates, LLC — No change 480 $573K
Fernwood Investment Management, LLC — No change 469 $560K
Bearing Point Capital, LLC — — 465 $555K
Cetera Investment Advisers — No change 460 $549K
Marathon Trading Investment Management LLC — No change 444 $530K
Pekin Hardy Strauss, Inc. — No change 439 $524K
F/m Investments LLC — New 439 $524K
Wealth Enhancement Advisory Services, LLC — Add +57.6% 435 $519K
OneDigital Investment Advisors LLC — Add +1.9% 424 $506K
AlphaCore Capital LLC — Reduce -19.0% 409 $488K
Creative Planning — Reduce -0.7% 409 $488K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC — No change 400 $478K
Allworth Financial LP — Add +337.2% 376 $455K
Black Swift Group, LLC — No change 370 $442K
Comerica Bank — Reduce -12.5% 364 $435K
Blair William & Co. — Reduce -2.0% 342 $408K
Smith, Moore & Co. — Add +3.2% 320 $382K
Brown Advisory Inc. — No change 314 $375K
Whittier Trust Co. — Add +20.3% 314 $375K
Quest Investment Management LLC — No change 310 $368K
Aull & Monroe Investment Management Corp — No change 303 $362K
Susquehanna International Group, LLP — Reduce -49.7% 301 $359K
Westshore Wealth, LLC — No change 301 $359K
Bank of Marin — Add +13.1% 294 $351K
Newman Dignan & Sheerar, Inc. — Add +0.7% 288 $344K
Stratos Wealth Advisors, LLC — Add +2.5% 284 $340K
Private Trust Co. NA — Reduce -13.5% 282 $337K
Citadel Advisors — Add +10.9% 275 $328K
PFG Investments, LLC — No change 275 $328K
Wolverine Asset Management LLC — New 273 $324K
Independent Advisor Alliance — Reduce -17.2% 265 $316K
Captrust Financial Advisors — Reduce -3.7% 262 $313K
Choreo, LLC — Add +0.4% 260 $310K
GABELLI & Co INVESTMENT ADVISERS, INC. — No change 250 $299K
First Horizon Advisors, Inc. — No change 250 $299K
Evanson Asset Management, LLC — No change 250 $299K
Edge Capital Group, LLC — New 220,705 $293K
Crew Capital Management, Ltd — Reduce -39.0% 235 $281K
IFG Advisory, LLC — New 211 $252K
Kovack Advisors, Inc. — Add +7.7% 209 $250K
PNC Financial Services Group, Inc. — Add +35.5% 206 $246K
Avantax Advisory Services, Inc. — Reduce -2.4% 206 $246K
HB Wealth Management, LLC — No change 206 $246K
Jones Financial Companies LLLP — Add +194.1% 200 $239K
Simplicity Wealth,LLC — No change 200 $239K
Strategic Advisors LLC — Add +19.5% 196 $234K
Ameritas Advisory Services, LLC — New 195 $233K
AQR Arbitrage LLC — No change 190 $226K
Bridgewealth Advisory Group, LLC — Add +7.6% 185 $225K
Montecito Bank & Trust — No change 185 $220K
Cerity Partners LLC — Reduce -7.4% 175 $209K
Financial Advocates Investment Management — Add +1.7% 175 $209K
Oppenheimer Asset Management Inc. — Reduce -6.6% 171 $204K
NewEdge Advisors, LLC — Reduce -2.9% 170 $203K
Two Sigma Securities, LLC — Reduce -51.0% 169 $202K
Riverview Trust Co — No change 167 $199K
Bank of Montreal — Reduce -42.2% 156 $187K
Brown Brothers Harriman & Co. — No change 150 $179K
Steward Partners Investment Advisory, LLC — Add +48.5% 150 $179K
Cove Street Capital, LLC — No change 115 $135K
Federation des caisses Desjardins du Quebec — No change 103 $123K
Powell Investment Advisors, LLC — No change 100 $119K
Golden State Wealth Management, LLC — — 91 $109K
Pinnacle Financial Partners Inc — No change 84 $108K
Hills Bank & Trust Co — No change 90 $107K
Fifth Third Bancorp — No change 81 $97K
Blue Trust, Inc. — Add +34.5% 78 $93K
Park Square Financial Group, LLC — — 67 $80K
Cwm, LLC — Reduce -17.5% 66 $79K
Virtus Investment Advisers, LLC — No change 66 $79K
MAI Capital Management — New 61 $73K
Lee Danner & Bass Inc. — New 59 $70K
IFP Advisors, Inc — No change 55 $66K
Farther Finance Advisors, LLC — Reduce -45.5% 55 $66K
BOK Financial Private Wealth, Inc. — No change 50 $60K
Franklin Resources Inc. — No change 48 $57K
Principal Securities, Inc. — No change 45 $54K
Logan Capital Management Inc. — No change 44 $52K
GPS Wealth Strategies Group, LLC — Add +2.6% 39 $46K
Northwestern Mutual Wealth Management Co. — Reduce -49.3% 36 $43K
Colonial Trust Advisors — No change 33 $39K
Union Savings Bank — No change 32 $38K
Synergy Asset Management, LLC — New 26 $33K
Albion Financial Group — No change 25 $30K
Grove Bank & Trust — No change 25 $30K
Global Financial Private Client, LLC — No change 25 $30K
Wingate Wealth Advisors, Inc. — — 25 $30K
McIlrath & Eck, LLC — Add +4.3% 24 $28K
Capital Investment Advisory Services, LLC — No change 20 $24K
Geneos Wealth Management Inc. — Reduce -13.0% 20 $24K
Fortitude Family Office, LLC — No change 20 $24K
AE Wealth Management LLC — New 15 $18K
GoalVest Advisory LLC — No change 15 $18K
Spire Wealth Management — No change 13 $16K
Cornerstone Planning Group LLC — No change 10 $12K
Howe & Rusling Inc. — No change 10 $12K
Glenmede Trust Co. NA — No change 10 $12K
Parallel Advisors, LLC — No change 10 $12K
FAS Wealth Partners, Inc. — No change 9 $11K
Activest Wealth Management — No change 7 $8K
GHP Investment Advisors, Inc. — No change 6 $7K
Valued Wealth Advisors LLC — New 6 $7K
EverSource Wealth Advisors, LLC — Reduce -28.6% 5 $6K
Center for Financial Planning, Inc. — No change 5 $6K
Catherine Avery Investment Management LLC — — 5 $6K
Hoese & Co LLP — No change 5 $6K
Asset Dedication, LLC — No change 3 $4K
Mascoma Wealth Management LLC — No change 3 $4K
American Capital Advisory, LLC — No change 3 $4K
Huntington National Bank — No change 3 $4K
Rothschild Investment LLC — No change 2 $2K
North Star Investment Management Corp. — No change 2 $2K
Lazard Asset Management LLC — No change 145 $1K

"% 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.