Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
269 hedge funds and large institutions have $2.78B invested in Wells Fargo 7.5% Non Cumv Perp Conv in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 82 reducing their positions, and 13 closing their positions.
77% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 13
5.34% more ownership
Funds ownership: 146.87% → 152.21% (+5.3%)
3% more funds holding
Funds holding: 262 → 269 (+7)
4% less capital invested
Capital invested by funds: $2.9B → $2.78B (-$123M)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
26% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 82
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
+$291M |
| 2 |
Millennium Management
New York
|
+$112M |
| 3 |
CAM
Camden Asset Management
Los Angeles,
California
|
+$33.7M |
| 4 |
UIA
Ulland Investment Advisors
Minneapolis,
Minnesota
|
+$4.44M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
+$4.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VFA
Valeo Financial Advisors
Carmel,
Indiana
|
-$94.8M |
| 2 |
Mirae Asset Global ETFs Holdings
Causeway Bay,
Hong Kong
|
-$37.3M |
| 3 |
MSL
Mackay Shields LLC
New York
|
-$14.4M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$10.9M |
| 5 |
Cohen & Steers
New York
|
-$8.68M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
276
Amundi
Paris,
France
| – | -$5.66M | -4,799 | Closed |
|
|
JFG
277
Jefferies Financial Group
New York
| – | -$2.7M | -2,252 | Closed |
|
278
Macquarie Group
Sydney, NSW 2000,
Australia
| – | -$1.87M | -1,558 | Closed |
|
279
Barclays
London,
United Kingdom
| – | -$1.45M | -1,204 | Closed |
|
|
SA
280
Strategic Advisors
New York
| – | -$236K | -197 | Closed |
|
|
PWAM
281
Private Wealth Asset Management
Cedar Rapids,
Iowa
| – | -$85.3K | -71 | Closed |
|
|
GFPC
282
Global Financial Private Client
Sarasota,
Florida
| – | -$30K | -25 | Closed |
|
|
CCM
283
Coldstream Capital Management
Bellevue,
Washington
| – | -$18K | -15 | Closed |
|
|
GA
284
GoalVest Advisory
New York
| – | -$18K | -15 | Closed |
|
|
RCM
285
Ravenstone Capital Management
Toronto,
| – | -$15.6K | -13 | Closed |
|
|
AF
286
Abound Financial
Granite Bay,
California
| – | -$12K | -10 | Closed |
|
|
HFS
287
Hughes Financial Services
Herndon,
Virginia
| – | -$8.35K | -7 | Closed |
|
|
HC
288
Hoese & Co
Glencoe,
Minnesota
| – | -$6K | -5 | Closed |
|
WFC.PRL Hedge Fund Activity: Q2 2025 in Review
269 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo 7.5% Non Cumv Perp Conv (WFC.PRL) for Q2 2025, worth a combined $2.78B — down 4.3% from $2.9B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new WFC.PRL positions and 13 closed out — a net gain of 10 holders — while 61 added to existing stakes and 82 trimmed.
The largest buyer was Russell Investments Group, adding an estimated $291M. The largest seller was Valeo Financial Advisors, cutting an estimated $94.8M.
- 269 institutional investors held Wells Fargo 7.5% Non Cumv Perp Conv (WFC.PRL) as of Q2 2025, up from 262 in Q1 2025.
- Funds reported $2.78B of Wells Fargo 7.5% Non Cumv Perp Conv stock for Q2 2025, down 4.3% quarter-over-quarter.
- 23 funds opened new Wells Fargo 7.5% Non Cumv Perp Conv positions in Q2 2025 and 13 closed out, a net change of +10 holders.
- The largest Wells Fargo 7.5% Non Cumv Perp Conv buyer in Q2 2025 was Russell Investments Group, an estimated $291M added.
- The largest Wells Fargo 7.5% Non Cumv Perp Conv seller in Q2 2025 was Valeo Financial Advisors, an estimated $94.8M sold.
Based on aggregated 13F filings for Q2 2025.