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Wells Fargo 7.5% Non Cumv Perp Conv

262 hedge funds and large institutions have $2.9B invested in Wells Fargo 7.5% Non Cumv Perp Conv in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 66 increasing their positions, 79 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

79.82% more ownership

Funds ownership: 67.05%146.87% (+80%)

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

2% more funds holding

Funds holding: 256262 (+6)

2% more capital invested

Capital invested by funds: $2.85B → $2.9B (+$55.2M)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

16% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 79

Holders
262
Holders Change
+6
Holders Change %
+2.34%
% of All Funds
3.51%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
27
Increased
66
Reduced
79
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
226
Franklin Resources
California
$57.6K
PS
227
Principal Securities
Iowa
$53.7K
CT
228
Caldwell Trust
Florida
$53.6K +$54.3K +45 New
LCM
229
Logan Capital Management
Pennsylvania
$52.4K
GWSG
230
GPS Wealth Strategies Group
Colorado
$47K
Northwestern Mutual Wealth Management
231
Northwestern Mutual Wealth Management
Wisconsin
$44.4K +$1.21K +1 +3%
CTA
232
Colonial Trust Advisors
South Carolina
$39.6K
USB
233
Union Savings Bank
Connecticut
$38.4K
NS
234
NBC Securities
Alabama
$38K +$38.6K +32 New
AFG
235
Albion Financial Group
Utah
$30K
GFPC
236
Global Financial Private Client
Florida
$30K
GBT
237
Grove Bank & Trust
Florida
$30K
ME
238
McIlrath & Eck
Washington
$29K
CIAS
239
Capital Investment Advisory Services
North Carolina
$24K
GA
240
GoalVest Advisory
New York
$18K
SWM
241
Spire Wealth Management
Virginia
$18K +$2.41K +2 +15%
CCM
242
Coldstream Capital Management
Washington
$18K +$18.1K +15 New
RCM
243
Ravenstone Capital Management
$15.6K +$15.7K +13 New
AWM
244
AE Wealth Management
Kansas
$14.4K -$3.62K -3 -20%
CPG
245
Cornerstone Planning Group
New Jersey
$12.2K
GT
246
Glenmede Trust
Pennsylvania
$12K
HR
247
Howe & Rusling
New York
$12K
PA
248
Parallel Advisors
California
$12K
AF
249
Abound Financial
California
$12K +$12.1K +10 New
SIS
250
Sound Income Strategies
Florida
$12K +$12.1K +10 New

WFC.PRL Hedge Fund Activity: Q1 2025 in Review

262 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo 7.5% Non Cumv Perp Conv (WFC.PRL) for Q1 2025, worth a combined $2.9B — up 1.9% from $2.85B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new WFC.PRL positions and 19 closed out — a net gain of 8 holders — while 66 added to existing stakes and 79 trimmed.

The largest buyer was Russell Investments Group, opening a new position worth an estimated $4.09B. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $31.3M sold.

  • 262 institutional investors held Wells Fargo 7.5% Non Cumv Perp Conv (WFC.PRL) as of Q1 2025, up from 256 in Q4 2024.
  • Funds reported $2.9B of Wells Fargo 7.5% Non Cumv Perp Conv stock for Q1 2025, up 1.9% quarter-over-quarter.
  • 27 funds opened new Wells Fargo 7.5% Non Cumv Perp Conv positions in Q1 2025 and 19 closed out, a net change of +8 holders.
  • The largest Wells Fargo 7.5% Non Cumv Perp Conv buyer in Q1 2025 was Russell Investments Group, an estimated $4.09B added.
  • The largest Wells Fargo 7.5% Non Cumv Perp Conv seller in Q1 2025 was Thrivent Financial for Lutherans, an estimated $31.3M sold.

Based on aggregated 13F filings for Q1 2025.