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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
GGS
26
Galvin Gaustad & Stein
Arizona
$14.9M +$130K +108 +0.9%
KIA
27
KCM Investment Advisors
California
$14M +$222K +184 +2%
KAS
28
Kestra Advisory Services
Texas
$11.9M -$1.57M -1,303 -12%
PCM
29
Palisade Capital Management
New Jersey
$11.2M +$25.3K +21 +0.2%
AllianceBernstein
30
AllianceBernstein
Tennessee
$10.8M -$1.45M -1,205 -12%
SWP
31
Stratos Wealth Partners
Ohio
$10.5M +$26.5K +22 +0.3%
Raymond James Financial
32
Raymond James Financial
Florida
$10.1M +$83.2K +69 +0.8%
RCM
33
RB Capital Management
Nevada
$9.67M -$47K -39 -0.5%
CIC
34
Crawford Investment Counsel
Georgia
$9.58M -$80.8K -67 -0.8%
Lord, Abbett & Co
35
Lord, Abbett & Co
New Jersey
$9.42M
RA
36
Rational Advisors
New York
$9.37M +$482K +400 +5%
First Manhattan
37
First Manhattan
New York
$9.23M +$9.27M +7,685 New
Stifel Financial
38
Stifel Financial
Missouri
$9.12M -$690K -572 -7%
UBS Group
39
UBS Group
Switzerland
$8.86M -$57.9K -48 -0.6%
OA
40
Oxbow Advisors
Texas
$8.62M +$386K +320 +5%
JIC
41
JRM Investment Counsel
Nebraska
$8.19M -$45.8K -38 -0.6%
LPL Financial
42
LPL Financial
California
$8.12M -$479K -397 -6%
Citigroup
43
Citigroup
New York
$7.88M +$492K +408 +7%
CI
44
Conning Inc
Connecticut
$7.22M
PMAM
45
Penn Mutual Asset Management
Pennsylvania
$7.2M
Wellington Management Group
46
Wellington Management Group
Massachusetts
$7.02M -$1.39M -1,152 -16%
KAM
47
Knightsbridge Asset Management
California
$6.55M +$369K +306 +6%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$6.5M +$32.6K +27 +0.5%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$6.17M +$215K +178 +4%
WAMC
50
Western Asset Management Company
California
$5.96M

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.