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Wells Fargo 7.5% Non Cumv Perp Conv

258 hedge funds and large institutions have $2.48B invested in Wells Fargo 7.5% Non Cumv Perp Conv in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 69 increasing their positions, 75 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

24.91% more ownership

Funds ownership: 154.41%179.32% (+25%)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

8% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 75

2% less funds holding

Funds holding: 262258 (-4)

13% less capital invested

Capital invested by funds: $2.86B → $2.48B (-$374M)

Holders
258
Holders Change
-4
Holders Change %
-1.53%
% of All Funds
3.17%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
18
Increased
69
Reduced
75
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTI
51
Laffer Tengler Investments
Tennessee
$5.08M +$1.37M +1,129 +34%
KAM
52
Knightsbridge Asset Management
California
$4.8M +$178K +146 +4%
Mariner
53
Mariner
Kansas
$4.42M -$31.6K -26 -0.7%
AAS
54
Ameritas Advisory Services
Nebraska
$4.39M -$32.9K -27 -0.7%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$4.16M -$101K -83 -2%
Goldman Sachs
56
Goldman Sachs
New York
$4.1M +$333K +274 +8%
NPF
57
Norris Perne & French
Michigan
$4.07M -$313K -257 -7%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$4.05M +$60.8K +50 +1%
SAMC
59
Spectrum Asset Management (Connecticut)
Connecticut
$3.97M -$60.8K -50 -1%
Jane Street
60
Jane Street
New York
$3.93M +$4.14M +3,406 New
FFA
61
Farther Finance Advisors
California
$3.92M +$580K +477 +16%
SSWG
62
Seven Springs Wealth Group
Tennessee
$3.87M +$235K +193 +6%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$3.48M +$124K +102 +4%
EIA
64
Edgemoor Investment Advisors
Maryland
$3.39M -$97.3K -80 -3%
DDPIC
65
Deroy & Devereaux Private Investment Counsel
Michigan
$3.36M
AUIM
66
Aegon USA Investment Management
Iowa
$3.31M
KFGK
67
Keystone Financial Group (Kentucky)
Kentucky
$3.09M
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$2.96M +$85.2K +70 +3%
Neuberger Berman Group
69
Neuberger Berman Group
New York
$2.95M +$116K +95 +4%
CRC
70
Curi RMB Capital
Illinois
$2.65M -$273K -224 -9%
Bessemer Group
71
Bessemer Group
New Jersey
$2.62M
CIC
72
Chilton Investment Company
Connecticut
$2.61M +$170K +140 +7%
Calamos Advisors
73
Calamos Advisors
Illinois
$2.38M -$24.3K -20 -1%
SL
74
Summitry LLC
California
$2.38M -$60.8K -50 -2%
JIC
75
JRM Investment Counsel
Nebraska
$2.14M

WFC.PRL Hedge Fund Activity: Q1 2026 in Review

258 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo 7.5% Non Cumv Perp Conv (WFC.PRL) for Q1 2026, worth a combined $2.48B — down 13% from $2.86B a quarter earlier.

Fund positioning in WFC.PRL was balanced in Q1 2026: 18 funds opened new positions, 18 closed out, 69 added to existing stakes and 75 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $1.54B. The largest seller was Stonebridge Advisors, cutting an estimated $230M.

  • 258 institutional investors held Wells Fargo 7.5% Non Cumv Perp Conv (WFC.PRL) as of Q1 2026, down from 262 in Q4 2025.
  • Funds reported $2.48B of Wells Fargo 7.5% Non Cumv Perp Conv stock for Q1 2026, down 13% quarter-over-quarter.
  • 18 funds opened new Wells Fargo 7.5% Non Cumv Perp Conv positions in Q1 2026 and 18 closed out, a net change of 0 holders.
  • The largest Wells Fargo 7.5% Non Cumv Perp Conv buyer in Q1 2026 was Russell Investments Group, an estimated $1.54B added.
  • The largest Wells Fargo 7.5% Non Cumv Perp Conv seller in Q1 2026 was Stonebridge Advisors, an estimated $230M sold.

Based on aggregated 13F filings for Q1 2026.