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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
DADC
101
D.A. Davidson & Co
Montana
$1.2M -$20.7K -17 -2%
SCM
102
Schnieders Capital Management
California
$1.19M
William Blair & Company
103
William Blair & Company
Illinois
$1.17M +$37.7K +31 +3%
MCM
104
Marathon Capital Management
Maryland
$1.17M -$24.3K -20 -2%
Barclays
105
Barclays
United Kingdom
$1.13M +$1.19M +975 New
PCMN
106
Paradigm Capital Management (Nevada)
Nevada
$1.1M -$12.2K -10 -1%
LA
107
LexAurum Advisors
Kansas
$1.1M +$1.15M +949 New
WT
108
Whittier Trust
California
$1.07M +$518K +426 +87%
SWM
109
Shrier Wealth Management
California
$1.07M +$35.3K +29 +3%
PFGIA
110
Patriot Financial Group Insurance Agency
Massachusetts
$1.06M +$561K +461 +100%
US Bancorp
111
US Bancorp
Minnesota
$1.05M
HPWM
112
High Point Wealth Management
New Jersey
$1.02M +$140K +115 +15%
CPW
113
Cove Private Wealth
New York
$1.02M
RWM
114
Ritholtz Wealth Management
New York
$993K -$34.1K -28 -3%
MIA
115
MeadowBrook Investment Advisors
Michigan
$985K +$81.5K +67 +9%
KLWA
116
Kelly Lawrence W & Associates
California
$978K -$51.1K -42 -5%
CPBTD
117
Central Pacific Bank - Trust Division
Hawaii
$974K
MWP
118
Momentum Wealth Planning
Florida
$971K
Corient Private Wealth
119
Corient Private Wealth
Florida
$951K -$4.76M -3,909 -83%
IRM
120
Income Research & Management
Massachusetts
$929K
FFA
121
First Foundation Advisors
California
$918K +$26.8K +22 +3%
FCMC
122
Founders Capital Management (Connecticut)
Connecticut
$856K
JP Morgan Chase
123
JP Morgan Chase
New York
$850K -$12.2K -10 -1%
SAM
124
Seelaus Asset Management
New Jersey
$844K
AF
125
Allworth Financial
California
$842K +$482K +396 +119%

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.