Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
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.
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: 248 → 262 (+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: 8 → 6 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
Stonebridge Advisors
Wilton,
Connecticut
|
+$229M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
+$25.5M |
| 3 |
CAM
Camden Asset Management
Los Angeles,
California
|
+$10.7M |
| 4 |
First Eagle Investment Management
New York
|
+$6.22M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$6.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Advent Capital Management
New York
|
-$21.5M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$19.5M |
| 3 |
P8IP
Pier 88 Investment Partners
San Francisco,
California
|
-$9.49M |
| 4 |
New York State Common Retirement Fund
Albany,
New York
|
-$8.31M |
| 5 |
Citigroup
New York
|
-$7.99M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CW
276
CreativeOne Wealth
Overland Park,
Kansas
| – | -$205K | -166 | Closed |
|
|
OWP
277
Obermeyer Wealth Partners
Aspen,
Colorado
| – | -$204K | -165 | Closed |
|
|
PS
278
Principal Securities
Des Moines,
Iowa
| – | -$55.5K | -45 | Closed |
|
|
LCM
279
Logan Capital Management
Newtown Square,
Pennsylvania
| – | -$54.4K | -44 | Closed |
|
|
GWSG
280
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$49.3K | -40 | Closed |
|
281
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$23.5K | -19 | 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.