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Wells Fargo 7.5% Non Cumv Perp Conv

258 hedge funds and large institutions have $2.48B invested in Wells Fargo 7.5% Non Cumv Perp Conv in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 69 increasing their positions, 75 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

24.91% more ownership

Funds ownership: 154.41%179.32% (+25%)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

8% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 75

2% less funds holding

Funds holding: 262258 (-4)

13% less capital invested

Capital invested by funds: $2.86B → $2.48B (-$374M)

Holders
258
Holders Change
-4
Holders Change %
-1.53%
% of All Funds
3.17%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
18
Increased
69
Reduced
75
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
226
IFP Advisors
Florida
$43.9K -$48.7K -40 -51%
WETS
227
Wealth Enhancement Trust Services
South Dakota
$42.7K +$3.65K +3 +9%
CTA
228
Colonial Trust Advisors
South Carolina
$38.1K
TWC
229
TD Waterhouse Canada
Ontario, Canada
$37.1K +$38.9K +32 New
USB
230
Union Savings Bank
Connecticut
$37K
ASN
231
Advisory Services Network
Georgia
$31.2K +$32.9K +27 New
AFG
232
Albion Financial Group
Utah
$28.9K
GBT
233
Grove Bank & Trust
Florida
$28.9K
KB
234
Kimelman & Baird
New York
$28.9K
PB
235
Prosperity Bancshares
Texas
$27.7K
Northwestern Mutual Wealth Management
236
Northwestern Mutual Wealth Management
Wisconsin
$26.6K
CIAS
237
Capital Investment Advisory Services
North Carolina
$23.1K
Citigroup
238
Citigroup
New York
$20.8K +$12.2K +10 +125%
NA
239
NewEdge Advisors
Louisiana
$19.6K -$88.8K -73 -81%
MG
240
Mather Group
Illinois
$18.5K +$19.5K +16 New
KFAS
241
Keating Financial Advisory Services
Kansas
$16.2K +$17K +14 New
EF
242
Entrust Financial
Pennsylvania
$15K
NWMP
243
Noble Wealth Management PBC
Colorado
$14.4K +$14.6K +12 New
AWM
244
AE Wealth Management
Kansas
$13.9K
GF
245
GGM Financials
Ohio
$13.9K
CPG
246
Cornerstone Planning Group
New Jersey
$13K
ME
247
McIlrath & Eck
Washington
$13K
PA
248
Parallel Advisors
California
$11.6K -$12.2K -10 -50%
AF
249
Abound Financial
California
$11.6K
GT
250
Glenmede Trust
Pennsylvania
$11.6K

WFC.PRL Hedge Fund Activity: Q1 2026 in Review

258 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo 7.5% Non Cumv Perp Conv (WFC.PRL) for Q1 2026, worth a combined $2.48B — down 13% from $2.86B a quarter earlier.

Fund positioning in WFC.PRL was balanced in Q1 2026: 18 funds opened new positions, 18 closed out, 69 added to existing stakes and 75 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $1.54B. The largest seller was Stonebridge Advisors, cutting an estimated $230M.

  • 258 institutional investors held Wells Fargo 7.5% Non Cumv Perp Conv (WFC.PRL) as of Q1 2026, down from 262 in Q4 2025.
  • Funds reported $2.48B of Wells Fargo 7.5% Non Cumv Perp Conv stock for Q1 2026, down 13% quarter-over-quarter.
  • 18 funds opened new Wells Fargo 7.5% Non Cumv Perp Conv positions in Q1 2026 and 18 closed out, a net change of 0 holders.
  • The largest Wells Fargo 7.5% Non Cumv Perp Conv buyer in Q1 2026 was Russell Investments Group, an estimated $1.54B added.
  • The largest Wells Fargo 7.5% Non Cumv Perp Conv seller in Q1 2026 was Stonebridge Advisors, an estimated $230M sold.

Based on aggregated 13F filings for Q1 2026.