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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
SL
76
Summitry LLC
California
$2.56M +$142K +115 +6%
Calamos Advisors
77
Calamos Advisors
Illinois
$2.52M
CIBC Private Wealth Group
78
CIBC Private Wealth Group
Georgia
$2.35M
Osaic Holdings
79
Osaic Holdings
Arizona
$2.32M +$211K +171 +10%
IA
80
Icon Advisers
Colorado
$2.31M +$552K +448 +31%
MA
81
Montag & Associates
Georgia
$2.25M
JIC
82
JRM Investment Counsel
Nebraska
$2.24M -$48.1K -39 -2%
AWA
83
Arkadios Wealth Advisors
Georgia
$1.96M +$1.99M +1,618 New
MG
84
McHugh Group
Ohio
$1.95M -$30.8K -25 -2%
National Bank of Canada
85
National Bank of Canada
Quebec, Canada
$1.89M -$49.3K -40 -3%
Schroder Investment Management Group
86
Schroder Investment Management Group
United Kingdom
$1.84M +$600K +487 +47%
MFG
87
Magnus Financial Group
New York
$1.83M
WSFS
88
Wilmington Savings Fund Society
Delaware
$1.81M
JSL
89
JT Stratford LLC
Georgia
$1.76M -$105K -85 -6%
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$1.62M +$13.6K +11 +0.8%
AM
91
AGF Management
Ontario, Canada
$1.58M
SEI Investments
92
SEI Investments
Pennsylvania
$1.53M +$60.4K +49 +4%
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$1.5M +$251K +204 +20%
BCM
94
Bowie Capital Management
Texas
$1.45M
Cerity Partners
95
Cerity Partners
New York
$1.41M +$1.23M +997 +604%
WIM
96
Wittenberg Investment Management
Massachusetts
$1.4M -$143K -116 -9%
SA
97
Sanctuary Advisors
Indiana
$1.4M +$8.63K +7 +0.6%
P
98
&Partners
Tennessee
$1.39M +$674K +547 +91%
AAMC
99
Asset Allocation & Management Company
Illinois
$1.33M
DADC
100
D.A. Davidson & Co
Montana
$1.28M +$35.7K +29 +3%

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.