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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
Corient Private Wealth
76
Corient Private Wealth
Florida
$2.75M -$1.8M -1,491 -39%
Bessemer Group
77
Bessemer Group
New Jersey
$2.73M -$1.83M -1,516 -40%
Kovitz Investment Group Partners
78
Kovitz Investment Group Partners
Illinois
$2.72M -$1.48M -1,226 -35%
JFG
79
Jefferies Financial Group
New York
$2.7M -$3.41M -2,828 -56%
JP Morgan Chase
80
JP Morgan Chase
New York
$2.66M +$999K +829 +60%
Calamos Advisors
81
Calamos Advisors
Illinois
$2.59M
Neuberger Berman Group
82
Neuberger Berman Group
New York
$2.51M -$55.5K -46 -2%
SL
83
Summitry LLC
California
$2.46M -$9.64K -8 -0.4%
CRC
84
Curi RMB Capital
Illinois
$2.36M +$45.8K +38 +2%
MA
85
Montag & Associates
Georgia
$2.27M -$60.3K -50 -3%
CIBC Private Wealth Group
86
CIBC Private Wealth Group
Georgia
$2.25M
CA
87
CSM Advisors
Pennsylvania
$2.1M
MG
88
McHugh Group
Ohio
$1.99M -$12.1K -10 -0.6%
EHC
89
Everett Harris & Co
California
$1.88M +$89.2K +74 +5%
Macquarie Group
90
Macquarie Group
Australia
$1.87M
WSFS
91
Wilmington Savings Fund Society
Delaware
$1.85M
JSL
92
JT Stratford LLC
Georgia
$1.81M +$486K +403 +36%
Jane Street
93
Jane Street
New York
$1.78M +$1.79M +1,486 New
Truist Financial
94
Truist Financial
North Carolina
$1.72M -$68.7K -57 -4%
MFG
95
Magnus Financial Group
New York
$1.69M +$33.8K +28 +2%
National Bank of Canada
96
National Bank of Canada
Quebec, Canada
$1.64M +$6.03K +5 +0.4%
VAS
97
Vestmark Advisory Solutions
Massachusetts
$1.6M +$827K +686 +106%
PCMN
98
Paradigm Capital Management (Nevada)
Nevada
$1.57M +$85.6K +71 +6%
WIM
99
Wittenberg Investment Management
Massachusetts
$1.55M -$131K -109 -8%
Osaic Holdings
100
Osaic Holdings
Arizona
$1.53M +$266K +221 +21%

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.