Wells Fargo & Co Series DD Preferred Stock
WFC.PRD
4 hedge funds and large institutions have $181K invested in Wells Fargo & Co Series DD Preferred Stock in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 1 closing their positions.
36% more capital invested
Capital invested by funds: $133K → $181K (+$47.5K)
0.01% more ownership
Funds ownership: 0.02% → 0.02% (+0.01%)
0% more funds holding
Funds holding: 4 → 4 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NS
NBC Securities
Birmingham,
Alabama
|
+$88.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
API
Asset Planning Inc
Cypress,
California
|
-$37.7K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$2.42K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NS
1
NBC Securities
Birmingham,
Alabama
| $90K | +$88.7K | +5,240 | New |
|
|
ACA
2
Atlas Capital Advisors
Jackson,
Wyoming
| $47.9K | – | – | – |
|
|
TIM
3
Thompson Investment Management
Madison,
Wisconsin
| $34.5K | – | – | – |
|
|
4
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $8.49K | -$2.42K | -143 | -23% |
|
|
API
5
Asset Planning Inc
Cypress,
California
| – | -$37.7K | -2,135 | Closed |
|
WFC.PRD Hedge Fund Activity: Q2 2025 in Review
4 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Co Series DD Preferred Stock (WFC.PRD) for Q2 2025, worth a combined $181K — up 36% from $133K a quarter earlier.
Fund positioning in WFC.PRD was balanced in Q2 2025: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 1 trimmed.
The largest buyer was NBC Securities, opening a new position worth an estimated $88.7K. The largest seller was Asset Planning Inc, exiting entirely with an estimated $37.7K sold.
- 4 institutional investors held Wells Fargo & Co Series DD Preferred Stock (WFC.PRD) as of Q2 2025, unchanged from Q1 2025.
- Funds reported $181K of Wells Fargo & Co Series DD Preferred Stock stock for Q2 2025, up 36% quarter-over-quarter.
- 1 fund opened new Wells Fargo & Co Series DD Preferred Stock positions in Q2 2025 and 1 closed out, a net change of 0 holders.
- The largest Wells Fargo & Co Series DD Preferred Stock buyer in Q2 2025 was NBC Securities, an estimated $88.7K added.
- The largest Wells Fargo & Co Series DD Preferred Stock seller in Q2 2025 was Asset Planning Inc, an estimated $37.7K sold.
Based on aggregated 13F filings for Q2 2025.