Wells Fargo & Company (wfc 7.5 Perp L)Preferred / convertible
13F holders, Q1 2025 (March 31)262holders +6
25new positions
19sold out
$486.71avg. 13F price*
At the end of Q1 2025, 262 institutions reported holding Wells Fargo & Company (wfc 7.5 Perp L) in their 13F filings, up 6 from Q4 2024. 25 opened new positions and 19 sold out. The largest holders were Voya Investment Management LLC ($708.6M), BlackRock, Inc. ($351.8M) and Advent Capital Management ($215.4M).
- 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $20.2M |
| Exits | 19 | $39.1M |
All 13F filers, Q4 2024 → Q1 2025: 3,471,935 shares bought and 81,910 shares sold, net +3,390,025 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 262 holders
| Voya Investment Management LLC | — | Reduce -1.3% | 590,098 | $708.6M |
| BlackRock, Inc. | — | Reduce -0.6% | 292,969 | $351.8M |
| Advent Capital Management | — | Add +3.4% | 179,720 | $215.4M |
| First Trust Advisors LP | — | No change | 158,755 | $190.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | Reduce -4.3% | 81,768 | $98.2M |
| Victory Capital Management Inc. | — | Add +2.2% | 72,087 | $86.6M |
| Stonebridge Advisors LLC | — | Add +78.5% | 65,132 | $78.2M |
| Invesco Ltd. | — | No change | 63,290 | $76.0M |
| Manufacturers Life Insurance Company, The | — | No change | 61,882 | $74.6M |
| State Street Corp. | — | Reduce -12.2% | 57,814 | $69.2M |
| Allianz Asset Management GmbH | — | No change | 53,940 | $64.8M |
| Nuveen, LLC | — | — | 46,537 | $55.9M |
| Morgan Stanley | — | Reduce -0.4% | 44,769 | $53.8M |
| FMR LLC | — | Add +140.9% | 44,450 | $53.4M |
| Bank of America Corp. | — | Add +0.5% | 30,949 | $37.2M |
| MacKay Shields LLC | — | No change | 28,119 | $33.9M |
| Pier 88 Investment Partners LLC | — | Add +1.9% | 21,252 | $25.5M |
| First Eagle Investment Management, LLC | — | No change | 20,691 | $24.8M |
| New York State Common Retirement Fund | — | No change | 19,114 | $23.0M |
| Ssi Investment Management LLC | — | Reduce -5.2% | 18,658 | $22.4M |
| Focus Partners Wealth | — | Reduce -3.3% | 18,198 | $21.9M |
| Cohen & Steers, Inc. | — | No change | 16,849 | $20.2M |
| New England Asset Management Inc. | — | No change | 13,275 | $15.9M |
| Galvin, Gaustad & Stein, LLC | — | Add +0.9% | 12,429 | $14.9M |
| KCM Investment Advisors LLC | — | Add +1.6% | 11,649 | $14.0M |
| Kestra Advisory Services, LLC | — | Reduce -11.6% | 9,940 | $11.9M |
| Palisade Capital Management, LP | — | Add +0.2% | 9,270 | $11.2M |
| Alliancebernstein L.P. | — | Reduce -11.8% | 8,997 | $10.8M |
| Stratos Wealth Partners, LTD. | — | Add +0.3% | 8,712 | $10.5M |
| Raymond James Financial Inc. | — | Add +0.8% | 8,399 | $10.1M |
| RB Capital Management, LLC | — | Reduce -0.5% | 8,055 | $9.7M |
| Crawford Investment Counsel Inc. | — | Reduce -0.8% | 7,977 | $9.6M |
| Rational Advisors, Inc. | — | Add +5.4% | 7,800 | $9.4M |
| First Manhattan Co. Llc. | — | New | 7,685 | $9.2M |
| Stifel Financial Corp. | — | Reduce -7.0% | 7,591 | $9.1M |
| UBS Group AG | — | Reduce -0.7% | 7,379 | $8.9M |
| Oxbow Advisors, LLC | — | Add +4.7% | 7,180 | $8.6M |
| JRM Investment Counsel, LLC | — | Reduce -0.6% | 6,824 | $8.2M |
| LPL Financial LLC | — | Reduce -5.5% | 6,760 | $8.1M |
| Citigroup Inc. | — | Add +6.6% | 6,559 | $7.9M |
| Conning Inc. | — | No change | 6,065 | $7.2M |
| Penn Mutual Asset Management | — | No change | 6,000 | $7.2M |
| Wellington Management Group LLP | — | Reduce -16.4% | 5,860 | $7.0M |
| Knightsbridge Asset Management, LLC | — | Add +5.9% | 5,456 | $6.6M |
| Commonwealth Equity Services, LLC | — | Add +0.5% | 5,410 | $6.5M |
| Baird Financial Group, Inc. | — | Add +3.6% | 5,135 | $6.2M |
| Western Asset Management Company, LLC | — | No change | 4,965 | $6.0M |
| Wells Fargo & Company | — | Add +0.9% | 4,891 | $5.9M |
| Amundi | — | No change | 4,799 | $5.7M |
| Norris Perne & French LLP | — | Reduce -1.5% | 4,704 | $5.6M |
| Phraction Management LLC | — | Reduce -0.2% | 4,689 | $5.6M |
| Hudson Capital Management LLC | — | Add +1.9% | 4,679 | $5.6M |
| Mariner, LLC | — | Add +5.5% | 4,041 | $4.9M |
| Spectrum Asset Management, Inc. | — | No change | 3,532 | $4.2M |
| LM Advisors LLC | — | Add +0.7% | 3,467 | $4.2M |
| Ulland Investment Advisors, LLC | — | Reduce -66.0% | 3,400 | $4.1M |
| Russell Investments Group, Ltd. | — | New | 3,389,000 | $4.1M |
| Laffer Tengler Investments, Inc. | — | Add +0.3% | 3,390 | $4.1M |
| Goldman Sachs Group Inc. | — | Add +0.1% | 3,285 | $3.9M |
| Edgemoor Investment Advisors, Inc. | — | Reduce -4.1% | 3,225 | $3.9M |
| Cambridge Investment Research Advisors, Inc. | — | Add +14.8% | 3,222 | $3.9M |
| Envestnet Asset Management Inc. | — | Reduce -3.7% | 3,037 | $3.6M |
| American Century Companies Inc. | — | Reduce -10.6% | 2,991 | $3.6M |
| Deroy & Devereaux Private Investment Counsel Inc. | — | Reduce -2.1% | 2,989 | $3.6M |
| Whalerock Point Partners, LLC | — | Add +3.2% | 2,760 | $3.3M |
| Keystone Financial Group | — | Reduce -16.0% | 2,627 | $3.1M |
| Janney Montgomery Scott LLC | — | Reduce -8.1% | 2,479 | $3.0M |
| Seven Springs Wealth Group, LLC | — | Reduce -7.9% | 2,445 | $2.9M |
| Icon Advisers Inc. | — | Reduce -26.5% | 2,344 | $2.8M |
| Camden Asset Management L P | — | Reduce -51.9% | 2,314 | $2.8M |
| Agf Management Ltd. | — | No change | 2,300 | $2.8M |
| Corient Private Wealth LP | — | Reduce -39.5% | 2,287 | $2.7M |
| Bessemer Group Inc. | — | Reduce -40.0% | 2,271 | $2.7M |
| NorthCoast Asset Management LLC | — | Reduce -35.1% | 2,265 | $2.7M |
| Jefferies Financial Group Inc. | — | Reduce -55.7% | 2,252 | $2.7M |
| JPMorgan Chase & Co. | — | Add +59.7% | 2,217 | $2.7M |
| Calamos Advisors LLC | — | No change | 2,158 | $2.6M |
| Neuberger Berman Group LLC | — | Reduce -2.1% | 2,092 | $2.5M |
| Summitry LLC | — | Reduce -0.4% | 2,048 | $2.5M |
| Curi Capital, LLC | — | Add +2.0% | 1,966 | $2.4M |
| Montag A & Associates Inc. | — | Reduce -2.6% | 1,894 | $2.3M |
| CIBC Private Wealth Group LLC | — | No change | 1,940 | $2.2M |
| CSM Advisors, LLC | — | No change | 1,750 | $2.1M |
| McHugh Group, LLC | — | Reduce -0.6% | 1,654 | $2.0M |
| Everett Harris & Co. | — | Add +5.0% | 1,566 | $1.9M |
| Macquarie Group Ltd. | — | No change | 1,558 | $1.9M |
| Wilmington Savings Fund Society, FSB | — | No change | 1,537 | $1.8M |
| JT Stratford LLC | — | Add +36.4% | 1,510 | $1.8M |
| Jane Street Group, LLC | — | New | 1,486 | $1.8M |
| Truist Financial Corp. | — | Reduce -3.8% | 1,433 | $1.7M |
| Magnus Financial Group LLC | — | Add +2.0% | 1,409 | $1.7M |
| National Bank of Canada | — | Add +0.4% | 1,375 | $1.6M |
| Vestmark Advisory Solutions, Inc. | — | Add +105.9% | 1,334 | $1.6M |
| Paradigm Capital Management, LLC | — | Add +5.7% | 1,309 | $1.6M |
| Wittenberg Investment Management, Inc. | — | Reduce -7.8% | 1,294 | $1.6M |
| Osaic Holdings, Inc. | — | Add +20.9% | 1,277 | $1.5M |
| Sei Investments Co. | — | Add +1.8% | 1,226 | $1.5M |
| Barclays PLC | — | Add +137.0% | 1,204 | $1.4M |
| Bowie Capital Management, LLC | — | No change | 1,200 | $1.4M |
| Cove Private Wealth, LLC | — | No change | 1,169 | $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.