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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
SEI Investments
101
SEI Investments
Pennsylvania
$1.47M +$26.5K +22 +2%
Barclays
102
Barclays
United Kingdom
$1.45M +$839K +696 +137%
BCM
103
Bowie Capital Management
Texas
$1.44M
CPW
104
Cove Private Wealth
New York
$1.4M
MCM
105
Marathon Capital Management
Maryland
$1.37M -$18.1K -15 -1%
AF
106
Apollon Financial
South Carolina
$1.32M -$7.23K -6 -0.5%
GL
107
Graypoint LLC
New York
$1.29M
RWM
108
Ritholtz Wealth Management
New York
$1.27M +$1.28M +1,060 New
Schroder Investment Management Group
109
Schroder Investment Management Group
United Kingdom
$1.25M -$151K -125 -11%
SCM
110
Schnieders Capital Management
California
$1.24M -$392K -325 -24%
DADC
111
D.A. Davidson & Co
Montana
$1.21M +$9.64K +8 +0.8%
Ameriprise
112
Ameriprise
Minnesota
$1.21M +$79.6K +66 +7%
LA
113
LexAurum Advisors
Kansas
$1.16M +$57.9K +48 +5%
HighTower Advisors
114
HighTower Advisors
Illinois
$1.15M +$294K +244 +34%
CIC
115
Chilton Investment Company
Connecticut
$1.15M -$223K -185 -16%
SA
116
Sanctuary Advisors
Indiana
$1.12M -$272K -226 -20%
SG
117
StoneX Group
New York
$1.1M -$113K -94 -9%
KLWA
118
Kelly Lawrence W & Associates
California
$1.07M
FCMC
119
Founders Capital Management (Connecticut)
Connecticut
$1.06M -$53K -44 -5%
FFA
120
First Foundation Advisors
California
$1.03M -$13.3K -11 -1%
CPBTD
121
Central Pacific Bank - Trust Division
Hawaii
$1.01M -$65.1K -54 -6%
US Bancorp
122
US Bancorp
Minnesota
$973K -$56.7K -47 -5%
MIA
123
MeadowBrook Investment Advisors
Michigan
$941K +$12.1K +10 +1%
CPIG
124
Chicago Partners Investment Group
Illinois
$941K -$13.3K -11 -1%
SFA
125
Sequoia Financial Advisors
Ohio
$905K

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.