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Wells Fargo 7.5% Non Cumv Perp Conv

262 hedge funds and large institutions have $2.86B invested in Wells Fargo 7.5% Non Cumv Perp Conv in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 77 increasing their positions, 69 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 13

12% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 69

6% more funds holding

Funds holding: 248262 (+14)

4.69% more ownership

Funds ownership: 149.71%154.41% (+4.7%)

2% less capital invested

Capital invested by funds: $2.93B → $2.86B (-$67.9M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
262
Holders Change
+14
Holders Change %
+5.65%
% of All Funds
3.19%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
31
Increased
77
Reduced
69
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QC
226
Quent Capital
New York
$48.5K +$49.3K +40 New
NB
227
NBT Bank
New York
$48K +$11.1K +9 +11%
WETS
228
Wealth Enhancement Trust Services
South Dakota
$41.2K +$41.9K +34 New
CTA
229
Colonial Trust Advisors
South Carolina
$40K
USB
230
Union Savings Bank
Connecticut
$38.8K +$39.4K +32 New
NS
231
NBC Securities
Alabama
$33.9K
AFG
232
Albion Financial Group
Utah
$30.3K
GBT
233
Grove Bank & Trust
Florida
$30.3K
KB
234
Kimelman & Baird
New York
$30.3K
PB
235
Prosperity Bancshares
Texas
$29.1K +$29.6K +24 New
Northwestern Mutual Wealth Management
236
Northwestern Mutual Wealth Management
Wisconsin
$27.9K -$12.3K -10 -30%
MA
237
Modus Advisors
Minnesota
$25.5K +$25.9K +21 New
CIAS
238
Capital Investment Advisory Services
North Carolina
$24.2K
PA
239
Parallel Advisors
California
$24.2K +$12.3K +10 +100%
EF
240
Entrust Financial
Pennsylvania
$15.8K +$16K +13 New
AWM
241
AE Wealth Management
Kansas
$14.5K
GF
242
GGM Financials
Ohio
$14.5K
CPG
243
Cornerstone Planning Group
New Jersey
$13.4K -$57.9K -47 -81%
ME
244
McIlrath & Eck
Washington
$13.4K
HR
245
Howe & Rusling
New York
$12.1K
AF
246
Abound Financial
California
$12.1K +$12.3K +10 New
GT
247
Glenmede Trust
Pennsylvania
$12.1K +$12.3K +10 New
Citigroup
248
Citigroup
New York
$9.7K -$7.99M -6,483 -100%
RF
249
Rossby Financial
Florida
$9.7K
FHA
250
Flagship Harbor Advisors
Massachusetts
$9.7K +$9.86K +8 New

WFC.PRL Hedge Fund Activity: Q4 2025 in Review

262 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo 7.5% Non Cumv Perp Conv (WFC.PRL) for Q4 2025, worth a combined $2.86B — down 2.3% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WFC.PRL positions and 13 closed out — a net gain of 18 holders — while 77 added to existing stakes and 69 trimmed.

The largest buyer was Stonebridge Advisors, adding an estimated $229M. The largest seller was Advent Capital Management, cutting an estimated $21.5M.

  • 262 institutional investors held Wells Fargo 7.5% Non Cumv Perp Conv (WFC.PRL) as of Q4 2025, up from 248 in Q3 2025.
  • Funds reported $2.86B of Wells Fargo 7.5% Non Cumv Perp Conv stock for Q4 2025, down 2.3% quarter-over-quarter.
  • 31 funds opened new Wells Fargo 7.5% Non Cumv Perp Conv positions in Q4 2025 and 13 closed out, a net change of +18 holders.
  • The largest Wells Fargo 7.5% Non Cumv Perp Conv buyer in Q4 2025 was Stonebridge Advisors, an estimated $229M added.
  • The largest Wells Fargo 7.5% Non Cumv Perp Conv seller in Q4 2025 was Advent Capital Management, an estimated $21.5M sold.

Based on aggregated 13F filings for Q4 2025.