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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
NEAM
26
New England Asset Management
Connecticut
$16.1M
KIA
27
KCM Investment Advisors
California
$14M -$190K -154 -1%
Cohen & Steers
28
Cohen & Steers
New York
$11.4M
SWP
29
Stratos Wealth Partners
Ohio
$10.9M +$434K +352 +4%
Stifel Financial
30
Stifel Financial
Missouri
$10.9M +$642K +521 +6%
CIC
31
Crawford Investment Counsel
Georgia
$10.2M +$659K +535 +7%
Raymond James Financial
32
Raymond James Financial
Florida
$10.1M -$25.9K -21 -0.3%
PCM
33
Palisade Capital Management
New Jersey
$10.1M -$556K -451 -5%
RA
34
Rational Advisors
New York
$9.94M
RCM
35
RB Capital Management
Nevada
$9.86M
AllianceBernstein
36
AllianceBernstein
Tennessee
$9.56M -$439K -356 -4%
LPL Financial
37
LPL Financial
California
$9.29M +$458K +372 +5%
UBS Group
38
UBS Group
Switzerland
$9.03M +$721K +585 +9%
First Manhattan
39
First Manhattan
New York
$8.93M -$92.4K -75 -1%
Lord, Abbett & Co
40
Lord, Abbett & Co
New Jersey
$8.49M
KAS
41
Kestra Advisory Services
Texas
$8.09M -$318K -258 -4%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$7.66M -$8.31M -6,745 -52%
CI
43
Conning Inc
Connecticut
$7.38M
PMAM
44
Penn Mutual Asset Management
Pennsylvania
$7.27M
Baird Financial Group
45
Baird Financial Group
Wisconsin
$6.94M +$431K +350 +7%
PM
46
Phraction Management
Connecticut
$6.18M +$537K +436 +9%
Franklin Resources
47
Franklin Resources
California
$6.08M +$6.12M +4,965 +10,344%
HCM
48
Hudson Capital Management
New Jersey
$5.83M +$99.8K +81 +2%
Wells Fargo
49
Wells Fargo
California
$5.48M -$163K -132 -3%
WPP
50
Whalerock Point Partners
Rhode Island
$5.13M +$5.22M +4,235 New

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.