Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
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.
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: 256 → 262 (+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: 11 → 11 (0)
16% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 79
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
+$4.09B |
| 2 |
SA
Stonebridge Advisors
Wilton,
Connecticut
|
+$34.5M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$31.3M |
| 4 |
First Manhattan
New York
|
+$9.27M |
| 5 |
ACM
Advent Capital Management
New York
|
+$7.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$31.3M |
| 2 |
State Street
Boston,
Massachusetts
|
-$9.65M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
-$9.04M |
| 4 |
UIA
Ulland Investment Advisors
Minneapolis,
Minnesota
|
-$7.94M |
| 5 |
Mirae Asset Global ETFs Holdings
Causeway Bay,
Hong Kong
|
-$4.45M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
276
Cerity Partners
New York
| – | -$209K | -175 | Closed |
|
|
TSS
277
Two Sigma Securities
New York
| – | -$202K | -169 | Closed |
|
|
HBT
278
Hills Bank & Trust
North Liberty,
Iowa
| – | -$107K | -90 | Closed |
|
|
VIA
279
Virtus Investment Advisers
Hartford,
Connecticut
| – | -$78.8K | -66 | Closed |
|
|
LDB
280
Lee, Danner & Bass
Nashville,
Tennessee
| – | -$70.5K | -59 | Closed |
|
|
BFPW
281
BOK Financial Private Wealth
Denver,
Colorado
| – | -$59.7K | -50 | Closed |
|
|
SAM
282
Synergy Asset Management
Vancouver,
Washington
| – | -$33.3K | -26 | Closed |
|
|
WWA
283
Wingate Wealth Advisors
Lexington,
Massachusetts
| – | -$29.9K | -25 | Closed |
|
|
FFO
284
Fortitude Family Office
Scottsdale,
Arizona
| – | -$23.9K | -20 | Closed |
|
|
VWA
285
Valued Wealth Advisors
Holladay,
Utah
| – | -$7.17K | -6 | 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.