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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
Wells Fargo
51
Wells Fargo
California
$5.87M +$50.6K +42 +0.9%
Amundi
52
Amundi
France
$5.66M
NPF
53
Norris Perne & French
Michigan
$5.65M -$86.8K -72 -2%
PM
54
Phraction Management
Connecticut
$5.63M -$9.64K -8 -0.2%
HCM
55
Hudson Capital Management
New Jersey
$5.62M +$107K +89 +2%
Mariner
56
Mariner
Kansas
$4.85M +$252K +209 +5%
SAMC
57
Spectrum Asset Management (Connecticut)
Connecticut
$4.24M
LA
58
LM Advisors
California
$4.16M +$30.1K +25 +0.7%
UIA
59
Ulland Investment Advisors
Minnesota
$4.08M -$7.94M -6,587 -66%
Russell Investments Group
60
Russell Investments Group
United Kingdom
$4.07M +$4.09B +3,389,000 New
LTI
61
Laffer Tengler Investments
Tennessee
$4.06M +$12.1K +10 +0.3%
Goldman Sachs
62
Goldman Sachs
New York
$3.94M +$6.03K +5 +0.2%
EIA
63
Edgemoor Investment Advisors
Maryland
$3.87M -$166K -138 -4%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$3.87M +$500K +415 +15%
AUIM
65
Aegon USA Investment Management
Iowa
$3.65M
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$3.65M -$140K -116 -4%
American Century Companies
67
American Century Companies
Missouri
$3.61M -$427K -354 -11%
DDPIC
68
Deroy & Devereaux Private Investment Counsel
Michigan
$3.59M -$76K -63 -2%
WPP
69
Whalerock Point Partners
Rhode Island
$3.31M +$102K +85 +3%
KFGK
70
Keystone Financial Group (Kentucky)
Kentucky
$3.12M -$604K -501 -16%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$2.98M -$263K -218 -8%
SSWG
72
Seven Springs Wealth Group
Tennessee
$2.94M -$254K -211 -8%
IA
73
Icon Advisers
Colorado
$2.81M -$1.02M -845 -26%
CAM
74
Camden Asset Management
California
$2.78M -$3.01M -2,500 -52%
AM
75
AGF Management
Ontario, Canada
$2.76M

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.