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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
FWP
251
FAS Wealth Partners
Kansas
$10.8K
RF
252
Rossby Financial
Florida
$9.43K +$9.64K +8 New
AWM
253
Activest Wealth Management
Florida
$8.41K
HFS
254
Hughes Financial Services
Virginia
$8.35K +$8.44K +7 New
GIA
255
GHP Investment Advisors
Colorado
$7.21K
CAIM
256
Catherine Avery Investment Management
Florida
$6K
CFFP
257
Center for Financial Planning
Michigan
$6K
EWA
258
EverSource Wealth Advisors
Alabama
$6K
HC
259
Hoese & Co
Minnesota
$6K
ACA
260
American Capital Advisory
Idaho
$3.6K
ADL
261
Asset Dedication LLC
California
$3.6K
MWM
262
Mascoma Wealth Management
New Hampshire
$3.6K
JHCP
263
Jackson Hole Capital Partners
Oklahoma
$3.6K +$3.62K +3 New
HNB
264
Huntington National Bank
Ohio
$3.57K
NSIM
265
North Star Investment Management
Illinois
$2.4K
RIL
266
Rothschild Investment LLC
Illinois
$2.4K
Lazard Asset Management
267
Lazard Asset Management
New York
$1K
HF
268
HRT Financial
New York
-$3.63M -3,042 Closed
CAM
269
Cresset Asset Management
Illinois
-$1.49M -1,245 Closed
FHB
270
First Hawaiian Bank
Hawaii
-$769K -644 Closed
QIM
271
Quest Investment Management
Oregon
-$368K -310 Closed
Susquehanna International Group
272
Susquehanna International Group
Pennsylvania
-$359K -301 Closed
BOM
273
Bank of Marin
California
-$351K -294 Closed
Citadel Advisors
274
Citadel Advisors
Florida
-$328K -275 Closed
BAG
275
Bridgewealth Advisory Group
California
-$225K -185 Closed

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.