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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
AWM
251
Activest Wealth Management
Florida
$8.48K
FM
252
Family Management
New York
$7.27K -$4.93K -4 -40%
GIA
253
GHP Investment Advisors
Colorado
$7.27K
CAIM
254
Catherine Avery Investment Management
Florida
$6.06K
CFFP
255
Center for Financial Planning
Michigan
$6.06K
EWA
256
EverSource Wealth Advisors
Alabama
$6.06K
FFL
257
Financial Freedom LLC
Ohio
$6.06K
ACA
258
American Capital Advisory
Idaho
$3.64K
ADL
259
Asset Dedication LLC
California
$3.64K
JHCP
260
Jackson Hole Capital Partners
Oklahoma
$3.64K
MWM
261
Mascoma Wealth Management
New Hampshire
$3.64K
LA
262
LM Advisors
California
$3.48K +$933K +757 +22%
NSIM
263
North Star Investment Management
Illinois
$2.42K
RIL
264
Rothschild Investment LLC
Illinois
$2.42K
SWM
265
Spire Wealth Management
Virginia
$2.42K
CA
266
CoreCap Advisors
Michigan
$2.42K +$2.46K +2 New
GRP
267
Global Retirement Partners
California
$2.42K +$2.46K +2 New
Lazard Asset Management
268
Lazard Asset Management
New York
$2
Kovitz Investment Group Partners
269
Kovitz Investment Group Partners
Illinois
-$2.55M -2,070 Closed
SC
270
Searle & Co
Connecticut
-$707K -573 Closed
Susquehanna International Group
271
Susquehanna International Group
Pennsylvania
-$425K -344 Closed
EM
272
ELCO Management
New York
-$368K -298 Closed
SW
273
Simplicity Wealth
New Jersey
-$247K -200 Closed
BAG
274
Bridgewealth Advisory Group
California
-$228K -185 Closed
GSC
275
Ground Swell Capital
South Carolina
-$227K -184 Closed

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.