Wells Fargo & Company (wfc 7.5 Perp L)Preferred / convertible

13F holders, Q2 2025 (June 30)

Q2 2026Q1 2026Q4 2025Q3 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

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
Apollon Financial, LLC	—	Reduce -8.2%	1,011	$1.2M
Graypoint LLC	—	Reduce -7.2%	997	$1.2M
Ameriprise Financial Inc.	—	Reduce -0.7%	991	$1.2M
D.A. Davidson & Co.	—	Reduce -2.3%	986	$1.2M
LexAurum Advisors, LLC	—	No change	970	$1.1M
Benson Investment Management Company, Inc.	—	Add +116.1%	940	$1.1M
Sanctuary Advisors, LLC	—	Add +0.5%	937	$1.1M
StoneX Group Inc.	—	Reduce -0.2%	914	$1.1M
Kelly Lawrence W & Associates Inc.	—	No change	887	$1.0M
Founders Capital Management, LLC	—	Reduce -0.1%	885	$1.0M
Cove Private Wealth, LLC	—	Reduce -24.4%	884	$1.0M
First Foundation Advisors	—	No change	860	$1.0M
Chilton Investment Co. Inc.	—	Reduce -11.5%	849	$997K
Central Pacific Bank - Trust Division	—	No change	843	$990K
Momentum Wealth Planning, LLC	—	—	823	$966K
US Bancorp \de	—	No change	810	$951K
Blair William & Co.	—	Add +133.9%	800	$939K
MeadowBrook Investment Advisors LLC	—	Reduce -0.5%	780	$916K
Farther Finance Advisors, LLC	—	Add +185.3%	776	$911K
Sequoia Financial Advisors, LLC	—	No change	754	$885K
Seelaus Asset Management LLC	—	No change	741	$870K
Chicago Partners Investment Group LLC	—	Reduce -11.7%	708	$839K
HighTower Advisors, LLC	—	Reduce -27.4%	696	$817K
Van Hulzen Asset Management, LLC	—	No change	681	$800K
NewEdge Wealth, LLC	—	Reduce -3.1%	662	$798K
BOS Asset Management, LLC	—	No change	658	$773K
Coordinated Financial Services, Inc.	—	—	654	$768K
Captrust Financial Advisors	—	Add +116.2%	653	$767K
Aristotle Capital Management, LLC	—	No change	650	$763K
Vestmark Advisory Solutions, Inc.	—	Reduce -51.4%	649	$762K
Pennsylvania Capital Management Inc.	—	No change	645	$757K
Chilton Capital Management LLC	—	No change	642	$754K
Searle & Co.	—	No change	637	$748K
Islay Capital Management, LLC	—	No change	635	$746K
&partners	—	Add +10.9%	618	$726K
Bowman & Co S.C.	—	Add +0.7%	609	$716K
Scotia Capital Inc.	—	Add +3.1%	607	$713K
International Assets Investment Management, LLC	—	No change	598	$702K
Ieq Capital, LLC	—	No change	577	$677K
Wedbush Securities Inc.	—	Add +2.2%	558	$655K
Cwm, LLC	—	Add +730.3%	548	$644K
Whittier Trust Co. of Nevada Inc.	—	No change	544	$639K
Independent Wealth Network Inc.	—	Add +1.6%	519	$610K
Jane Street Group, LLC	—	Reduce -65.3%	516	$606K
Pathway Financial Advisers, LLC	—	Add +1.6%	514	$604K
Northwestern Mutual Wealth Management Co.	—	Add +1240.5%	496	$582K
Wambolt & Associates, LLC	—	No change	480	$564K
Ingalls & Snyder LLC	—	No change	476	$559K
Cetera Investment Advisers	—	Add +4.4%	474	$557K
CW Advisors, LLC	—	No change	469	$551K
Bearing Point Capital, LLC	—	No change	465	$546K
Marathon Trading Investment Management LLC	—	No change	444	$521K
AlphaStar Capital Management, LLC	—	New	440	$517K
Pekin Hardy Strauss, Inc.	—	No change	439	$515K
F/m Investments LLC	—	Reduce -1.9%	417	$487K
OneDigital Investment Advisors LLC	—	Reduce -4.6%	412	$484K
Creative Planning	—	Add +22.3%	389	$456K
Stratos Wealth Advisors, LLC	—	Add +35.1%	385	$452K
Black Swift Group, LLC	—	No change	370	$434K
Oxbow Advisors, LLC	—	Reduce -94.9%	366	$430K
Comerica Bank	—	Reduce -11.5%	362	$425K
Income Research & Management	—	New	358	$420K
Allworth Financial LP	—	Reduce -2.7%	356	$418K
Jones Financial Companies LLLP	—	Add +37.4%	349	$405K
WFA of San Diego, LLC	—	—	340	$399K
HRT Financial LP	—	New	337	$395K
Dorsey & Whitney Trust CO LLC	—	No change	319	$375K
Brown Advisory Inc.	—	No change	314	$369K
Whittier Trust Co.	—	No change	314	$369K
Aull & Monroe Investment Management Corp	—	No change	303	$356K
Westshore Wealth, LLC	—	No change	301	$353K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	—	No change	300	$352K
WoodTrust Financial Corp	—	New	300	$352K
Thrive Wealth Management, LLC	—	New	299	$351K
Newman Dignan & Sheerar, Inc.	—	Add +1.0%	294	$345K
Kovack Advisors, Inc.	—	Add +16.9%	291	$342K
Independent Advisor Alliance	—	Add +7.9%	286	$336K
Smith, Moore & Co.	—	No change	285	$335K
PFG Investments, LLC	—	No change	275	$323K
GC Wealth Management RIA, LLC	—	New	272	$319K
SCS Capital Management LLC	—	Add +8.2%	265	$311K
ELCO Management Co., LLC	—	Add +56.9%	262	$308K
Bank of Marin	—	New	259	$304K
Susquehanna International Group, LLP	—	New	255	$299K
GABELLI & Co INVESTMENT ADVISERS, INC.	—	No change	250	$294K
First Horizon Advisors, Inc.	—	No change	250	$294K
Evanson Asset Management, LLC	—	No change	250	$294K
PNC Financial Services Group, Inc.	—	No change	246	$289K
Bailard, Inc.	—	New	235	$276K
Crew Capital Management, Ltd	—	No change	235	$276K
Valeo Financial Advisors, LLC	—	Reduce -99.7%	230	$270K
Belpointe Asset Management LLC	—	Add +11.7%	229	$269K
Sax Wealth Advisors, LLC	—	No change	225	$264K
First County Bank	—	No change	225	$264K
Zazove Associates LLC	—	New	220	$258K
IFG Advisory, LLC	—	Add +1.4%	218	$256K
Private Trust Co. NA	—	No change	217	$255K
RDA Financial Network	—	New	210	$247K
Equitable Holdings, Inc.	—	Add +11.8%	208	$244K
Avantax Advisory Services, Inc.	—	No change	206	$242K
HB Wealth Management, LLC	—	No change	206	$242K
Simplicity Wealth,LLC	—	No change	200	$235K
AQR Arbitrage LLC	—	No change	190	$224K
Global Trust Asset Management, LLC	—	Add +35.7%	190	$223K
Choreo, LLC	—	Add +0.5%	189	$222K
Bridgewealth Advisory Group, LLC	—	New	185	$217K
Inkwell Capital LLC	—	No change	185	$217K
Steward Partners Investment Advisory, LLC	—	Add +9.0%	181	$213K
Oppenheimer Asset Management Inc.	—	Add +1.1%	181	$213K
Financial Advocates Investment Management	—	Add +0.6%	178	$209K
Wolverine Asset Management LLC	—	No change	173	$202K
Bank of Montreal	—	Reduce -1.7%	169	$199K
Riverview Trust Co	—	No change	167	$196K
Woodard & Co. Asset Management Group Inc.	—	New	160	$188K
Brown Brothers Harriman & Co.	—	No change	150	$176K
AlphaCore Capital LLC	—	Reduce -25.4%	150	$176K
Cove Street Capital, LLC	—	No change	115	$134K
Powell Investment Advisors, LLC	—	No change	100	$117K
Federation des caisses Desjardins du Quebec	—	Reduce -4.8%	98	$115K
Millennium Management	—	New	96,000	$111K
NewEdge Advisors, LLC	—	Add +3.3%	93	$109K
Golden State Wealth Management, LLC	—	No change	91	$107K
Ameritas Advisory Services, LLC	—	Reduce -51.4%	90	$106K
IMA Advisory Services, Inc.	—	No change	85	$100K
Fifth Third Bancorp	—	No change	60	$70K
Blue Trust, Inc.	—	No change	58	$68K
IFP Advisors, Inc	—	No change	55	$65K
Franklin Resources Inc.	—	No change	48	$56K
Principal Securities, Inc.	—	No change	45	$53K
MAI Capital Management	—	Reduce -25.0%	45	$53K
Caldwell Trust Co	—	No change	45	$53K
Logan Capital Management Inc.	—	No change	44	$51K
Park Square Financial Group, LLC	—	Reduce -38.5%	40	$47K
GPS Wealth Strategies Group, LLC	—	Add +2.6%	40	$46K
Colonial Trust Advisors	—	No change	33	$39K
Union Savings Bank	—	No change	32	$38K
Lanark Financial, Inc.	—	Reduce -12.5%	28	$32K
Albion Financial Group	—	No change	25	$29K
Kimelman & Baird, LLC	—	New	25	$29K
Grove Bank & Trust	—	No change	25	$29K
McIlrath & Eck, LLC	—	Add +4.2%	25	$29K
Capital Investment Advisory Services, LLC	—	No change	20	$23K
Geneos Wealth Management Inc.	—	No change	20	$23K
Deutsche Bank AG	—	New	19	$22K
Elevation Point Wealth Partners, LLC	—	New	13	$15K
AE Wealth Management LLC	—	No change	12	$14K
Cornerstone Planning Group LLC	—	No change	10	$13K
Howe & Rusling Inc.	—	No change	10	$12K
Family Manage LLC	—	New	10	$12K
Glenmede Investment Management, LP	—	—	10	$12K
Parallel Advisors, LLC	—	No change	10	$12K
Sound Income Strategies, LLC	—	No change	10	$12K
FAS Wealth Partners, Inc.	—	No change	9	$11K
Rossby Financial, LCC	—	No change	8	$9K
Activest Wealth Management	—	No change	7	$8K
GHP Investment Advisors, Inc.	—	No change	6	$7K
EverSource Wealth Advisors, LLC	—	No change	5	$6K
Center for Financial Planning, Inc.	—	No change	5	$6K
Catherine Avery Investment Management LLC	—	No change	5	$6K
Asset Dedication, LLC	—	No change	3	$4K
American Capital Advisory, LLC	—	No change	3	$4K
Pinnacle Financial Partners Inc	—	Reduce -94.3%	3	$4K
Mascoma Wealth Management LLC	—	No change	3	$4K
Jackson Hole Capital Partners, LLC	—	No change	3	$4K
Rothschild Investment LLC	—	No change	2	$2K
North Star Investment Management Corp.	—	No change	2	$2K
Spire Wealth Management	—	Reduce -86.7%	2	$2K
Huntington National Bank	—	Reduce -66.7%	1	$1K
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.