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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
HR
251
Howe & Rusling
New York
$11.6K
RF
252
Rossby Financial
Florida
$9.26K
AWM
253
Activest Wealth Management
Florida
$8.09K
FM
254
Family Management
New York
$6.93K
GIA
255
GHP Investment Advisors
Colorado
$6.93K
CAIM
256
Catherine Avery Investment Management
Florida
$5.78K
CFFP
257
Center for Financial Planning
Michigan
$5.78K
EWA
258
EverSource Wealth Advisors
Alabama
$5.78K
ACA
259
American Capital Advisory
Idaho
$3.46K
JHCP
260
Jackson Hole Capital Partners
Oklahoma
$3.46K
MWM
261
Mascoma Wealth Management
New Hampshire
$3.46K
LA
262
LM Advisors
California
$3.46K -$269K -221 -5%
NSIM
263
North Star Investment Management
Illinois
$2.31K
RIL
264
Rothschild Investment LLC
Illinois
$2.31K
SWM
265
Spire Wealth Management
Virginia
$2.31K
Lazard Asset Management
266
Lazard Asset Management
New York
$3
New York State Common Retirement Fund
267
New York State Common Retirement Fund
New York
-$7.66M -6,320 Closed
HSBC Holdings
268
HSBC Holdings
United Kingdom
-$4.46M -3,682 Closed
IA
269
Icon Advisers
Colorado
-$2.31M -1,907 Closed
SG
270
StoneX Group
New York
-$1.15M -951 Closed
SA
271
SJBenen ADVISORY
North Carolina
-$264K -468 Closed
TSS
272
Two Sigma Securities
New York
-$476K -393 Closed
B
273
Bailard
California
-$285K -235 Closed
IA
274
IFG Advisory
Georgia
-$264K -218 Closed
OAM
275
Oppenheimer Asset Management
New York
-$211K -174 Closed

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.