Wells Fargo & Co Series DD Preferred Stock
WFC.PRD
4 hedge funds and large institutions have $133K invested in Wells Fargo & Co Series DD Preferred Stock in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 4 → 4 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0.02% less ownership
Funds ownership: 0.03% → 0.02% (-0.02%)
52% less capital invested
Capital invested by funds: $277K → $133K (-$144K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
API
Asset Planning Inc
Cypress,
California
|
+$39K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$4.02K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AT
Arlington Trust
Birmingham,
Alabama
|
-$182K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACA
1
Atlas Capital Advisors
Jackson,
Wyoming
| $49.1K | – | – | – |
|
|
API
2
Asset Planning Inc
Cypress,
California
| $37.7K | +$39K | +2,135 | New |
|
|
TIM
3
Thompson Investment Management
Madison,
Wisconsin
| $35.4K | – | – | – |
|
|
4
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $11.2K | +$4.02K | +220 | +53% |
|
|
AT
5
Arlington Trust
Birmingham,
Alabama
| – | -$182K | -10,000 | Closed |
|
WFC.PRD Hedge Fund Activity: Q1 2025 in Review
4 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Co Series DD Preferred Stock (WFC.PRD) for Q1 2025, worth a combined $133K — down 52% from $277K a quarter earlier.
Fund positioning in WFC.PRD was balanced in Q1 2025: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 0 trimmed.
The largest buyer was Asset Planning Inc, opening a new position worth an estimated $39K. The largest seller was Arlington Trust, exiting entirely with an estimated $182K sold.
- 4 institutional investors held Wells Fargo & Co Series DD Preferred Stock (WFC.PRD) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $133K of Wells Fargo & Co Series DD Preferred Stock stock for Q1 2025, down 52% quarter-over-quarter.
- 1 fund opened new Wells Fargo & Co Series DD Preferred Stock positions in Q1 2025 and 1 closed out, a net change of 0 holders.
- The largest Wells Fargo & Co Series DD Preferred Stock buyer in Q1 2025 was Asset Planning Inc, an estimated $39K added.
- The largest Wells Fargo & Co Series DD Preferred Stock seller in Q1 2025 was Arlington Trust, an estimated $182K sold.
Based on aggregated 13F filings for Q1 2025.