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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
Corient Private Wealth
51
Corient Private Wealth
Florida
$5.02M +$2.85M +2,314 +96%
KAM
52
Knightsbridge Asset Management
California
$4.86M -$9.86K -8 -0.2%
Mariner
53
Mariner
Kansas
$4.67M +$69K +56 +1%
AAS
54
Ameritas Advisory Services
Nebraska
$4.64M +$4.28M +3,472 +978%
NPF
55
Norris Perne & French
Michigan
$4.58M -$134K -109 -3%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$4.47M -$2.16M -1,749 -32%
HSBC Holdings
57
HSBC Holdings
United Kingdom
$4.46M +$4.54M +3,682 New
Russell Investments Group
58
Russell Investments Group
United Kingdom
$4.41M
Truist Financial
59
Truist Financial
North Carolina
$4.41M +$2.62M +2,125 +140%
SAMC
60
Spectrum Asset Management (Connecticut)
Connecticut
$4.23M
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$4.19M +$59.2K +48 +1%
LTI
62
Laffer Tengler Investments
Tennessee
$3.99M -$12.3K -10 -0.3%
Goldman Sachs
63
Goldman Sachs
New York
$3.98M
SSWG
64
Seven Springs Wealth Group
Tennessee
$3.83M +$173K +140 +5%
EIA
65
Edgemoor Investment Advisors
Maryland
$3.66M -$21K -17 -0.6%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$3.53M -$180K -146 -5%
FFA
67
Farther Finance Advisors
California
$3.52M +$1.64M +1,333 +85%
DDPIC
68
Deroy & Devereaux Private Investment Counsel
Michigan
$3.52M -$124K -101 -3%
AUIM
69
Aegon USA Investment Management
Iowa
$3.48M
KFGK
70
Keystone Financial Group (Kentucky)
Kentucky
$3.18M +$1.57M +1,277 +95%
CRC
71
Curi RMB Capital
Illinois
$3.05M +$61.6K +50 +2%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$3.03M +$49.3K +40 +2%
Neuberger Berman Group
73
Neuberger Berman Group
New York
$2.98M +$354K +287 +13%
Bessemer Group
74
Bessemer Group
New Jersey
$2.75M
CIC
75
Chilton Investment Company
Connecticut
$2.57M +$1.13M +915 +76%

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.