Wells Fargo & Company (wfc 7.5 Perp L)Preferred / convertible
13F holders, Q2 2025 (June 30)269holders +7
20new positions
13sold out
1famous investor
$448.91avg. 13F price*
At the end of Q2 2025, 269 institutions reported holding Wells Fargo & Company (wfc 7.5 Perp L) in their 13F filings, up 7 from Q1 2025. 20 opened new positions and 13 sold out. The largest holders were Voya Investment Management LLC ($681.8M), BlackRock, Inc. ($338.6M) and Advent Capital Management ($210.8M). One famous investor held it Israel Englander ( of Millennium Management'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $7.0M |
| Exits | 13 | $12.1M |
All 13F filers, Q1 2025 → Q2 2025: 401,708 shares bought and 190,268 shares sold, net +211,440 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 269 holders
| Voya Investment Management LLC | — | Reduce -1.6% | 580,698 | $681.8M |
| BlackRock, Inc. | — | Reduce -1.6% | 288,411 | $338.6M |
| Advent Capital Management | — | Add +0.2% | 180,009 | $210.8M |
| First Trust Advisors LP | — | No change | 158,755 | $186.4M |
| Victory Capital Management Inc. | — | Reduce -0.6% | 71,678 | $84.2M |
| Stonebridge Advisors LLC | — | Reduce -3.0% | 63,199 | $74.2M |
| Invesco Ltd. | — | Reduce -2.5% | 61,690 | $72.4M |
| Manufacturers Life Insurance Company, The | — | Reduce -3.8% | 59,563 | $70.1M |
| Allianz Asset Management GmbH | — | No change | 53,940 | $63.3M |
| State Street Corp. | — | Reduce -8.7% | 52,814 | $61.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | Reduce -39.2% | 49,708 | $58.4M |
| FMR LLC | — | Add +8.3% | 48,149 | $56.5M |
| Nuveen, LLC | — | Reduce -0.2% | 46,433 | $54.5M |
| Morgan Stanley | — | Add +3.5% | 46,325 | $54.4M |
| Camden Asset Management L P | — | Add +1250.7% | 31,256 | $36.7M |
| Bank of America Corp. | — | Reduce -0.7% | 30,747 | $36.1M |
| Pier 88 Investment Partners LLC | — | Add +1.9% | 21,652 | $25.4M |
| First Eagle Investment Management, LLC | — | No change | 20,691 | $24.3M |
| New York State Common Retirement Fund | — | No change | 19,114 | $22.4M |
| Focus Partners Wealth | — | Add +0.3% | 18,247 | $21.4M |
| Ssi Investment Management LLC | — | Reduce -3.0% | 18,091 | $21.2M |
| MacKay Shields LLC | — | Reduce -43.9% | 15,779 | $18.6M |
| New England Asset Management Inc. | — | No change | 13,275 | $15.6M |
| Galvin, Gaustad & Stein, LLC | — | Reduce -1.6% | 12,230 | $14.4M |
| KCM Investment Advisors LLC | — | Reduce -0.1% | 11,637 | $13.7M |
| Kestra Advisory Services, LLC | — | Add +1.8% | 10,114 | $11.9M |
| Cohen & Steers, Inc. | — | Reduce -44.3% | 9,386 | $11.0M |
| Palisade Capital Management, LP | — | Reduce -4.8% | 8,826 | $10.3M |
| Alliancebernstein L.P. | — | Reduce -4.5% | 8,597 | $10.1M |
| Stratos Wealth Partners, LTD. | — | Reduce -1.6% | 8,568 | $10.1M |
| Raymond James Financial Inc. | — | Add +0.8% | 8,464 | $9.9M |
| Rational Advisors, Inc. | — | Add +5.1% | 8,200 | $9.6M |
| RB Capital Management, LLC | — | Add +0.8% | 8,119 | $9.5M |
| Crawford Investment Counsel Inc. | — | Reduce -0.8% | 7,913 | $9.3M |
| Stifel Financial Corp. | — | Add +3.8% | 7,878 | $9.2M |
| UBS Group AG | — | Add +1.5% | 7,488 | $8.8M |
| First Manhattan Co. Llc. | — | Reduce -3.8% | 7,395 | $8.7M |
| Ulland Investment Advisors, LLC | — | Add +112.1% | 7,212 | $8.5M |
| LPL Financial LLC | — | Add +1.4% | 6,854 | $8.0M |
| Citigroup Inc. | — | Reduce -1.5% | 6,462 | $7.6M |
| Conning Inc. | — | No change | 6,065 | $7.1M |
| Penn Mutual Asset Management | — | No change | 6,000 | $7.0M |
| Wellington Management Group LLP | — | No change | 5,860 | $6.8M |
| Knightsbridge Asset Management, LLC | — | Add +6.2% | 5,796 | $6.8M |
| Commonwealth Equity Services, LLC | — | Reduce -1.5% | 5,329 | $6.3M |
| Baird Financial Group, Inc. | — | Add +2.6% | 5,270 | $6.2M |
| Western Asset Management Company, LLC | — | No change | 4,965 | $5.8M |
| Wells Fargo & Company | — | Reduce -2.2% | 4,785 | $5.6M |
| Hudson Capital Management LLC | — | Reduce -0.0% | 4,678 | $5.5M |
| Phraction Management LLC | — | Reduce -0.5% | 4,665 | $5.5M |
| Norris Perne & French LLP | — | Reduce -9.0% | 4,279 | $5.0M |
| HSBC Holdings PLC | — | Add +1983.3% | 4,000 | $4.7M |
| Mariner, LLC | — | Reduce -8.4% | 3,701 | $4.3M |
| Russell Investments Group, Ltd. | — | Add +7.4% | 3,639,000 | $4.3M |
| Cambridge Investment Research Advisors, Inc. | — | Add +10.2% | 3,550 | $4.2M |
| Spectrum Asset Management, Inc. | — | Reduce -1.3% | 3,487 | $4.1M |
| LM Advisors LLC | — | Reduce -0.7% | 3,442 | $4.0M |
| Goldman Sachs Group Inc. | — | Reduce -0.1% | 3,280 | $3.9M |
| Laffer Tengler Investments, Inc. | — | Reduce -2.6% | 3,300 | $3.8M |
| Edgemoor Investment Advisors, Inc. | — | Reduce -3.3% | 3,120 | $3.7M |
| Deroy & Devereaux Private Investment Counsel Inc. | — | Add +1.0% | 3,019 | $3.5M |
| Envestnet Asset Management Inc. | — | Reduce -1.1% | 3,003 | $3.5M |
| American Century Companies Inc. | — | Reduce -2.8% | 2,908 | $3.4M |
| Seven Springs Wealth Group, LLC | — | Add +13.5% | 2,776 | $3.3M |
| Whalerock Point Partners, LLC | — | Reduce -1.3% | 2,725 | $3.2M |
| Keystone Financial Group | — | Add +5.3% | 2,767 | $3.1M |
| Janney Montgomery Scott LLC | — | Reduce -0.5% | 2,467 | $2.9M |
| Bessemer Group Inc. | — | No change | 2,271 | $2.7M |
| Calamos Advisors LLC | — | No change | 2,158 | $2.5M |
| NorthCoast Asset Management LLC | — | Reduce -4.8% | 2,156 | $2.5M |
| Corient Private Wealth LP | — | Reduce -6.4% | 2,140 | $2.5M |
| JRM Investment Counsel, LLC | — | Reduce -69.2% | 2,099 | $2.5M |
| Neuberger Berman Group LLC | — | Reduce -0.9% | 2,074 | $2.4M |
| Curi Capital, LLC | — | Add +3.8% | 2,041 | $2.4M |
| Summitry LLC | — | Reduce -1.3% | 2,022 | $2.4M |
| CIBC Private Wealth Group LLC | — | No change | 1,940 | $2.3M |
| Montag A & Associates Inc. | — | Reduce -2.1% | 1,854 | $2.2M |
| JPMorgan Chase & Co. | — | Reduce -20.2% | 1,770 | $2.1M |
| CSM Advisors, LLC | — | No change | 1,750 | $2.1M |
| Agf Management Ltd. | — | Reduce -26.1% | 1,700 | $2.0M |
| McHugh Group, LLC | — | No change | 1,654 | $1.9M |
| National Bank of Canada | — | Add +19.9% | 1,648 | $1.9M |
| Everett Harris & Co. | — | No change | 1,566 | $1.8M |
| Wilmington Savings Fund Society, FSB | — | No change | 1,537 | $1.8M |
| JT Stratford LLC | — | Reduce -4.8% | 1,438 | $1.7M |
| Truist Financial Corp. | — | Reduce -1.9% | 1,406 | $1.7M |
| Magnus Financial Group LLC | — | Reduce -3.0% | 1,366 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | — | Add +216.8% | 1,356 | $1.6M |
| Wittenberg Investment Management, Inc. | — | No change | 1,294 | $1.5M |
| Osaic Holdings, Inc. | — | Add +0.9% | 1,288 | $1.5M |
| Sei Investments Co. | — | Reduce -0.8% | 1,216 | $1.4M |
| Bowie Capital Management, LLC | — | No change | 1,200 | $1.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | — | New | 1,179 | $1.4M |
| Icon Advisers Inc. | — | Reduce -52.6% | 1,112 | $1.3M |
| Paradigm Capital Management, LLC | — | Reduce -15.7% | 1,104 | $1.3M |
| Asset Allocation & Management Company, LLC | — | New | 1,100 | $1.3M |
| Ritholtz Wealth Management | — | Add +2.6% | 1,088 | $1.3M |
| Marathon Capital Management | — | Reduce -8.3% | 1,047 | $1.2M |
| Schnieders Capital Management LLC | — | No change | 1,033 | $1.2M |
| Schroder Investment Management Group | — | No change | 1,039 | $1.2M |
"% 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.