Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
248 hedge funds and large institutions have $2.93B invested in Wells Fargo 7.5% Non Cumv Perp Conv in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 67 increasing their positions, 69 reducing their positions, and 26 closing their positions.
5% more capital invested
Capital invested by funds: $2.78B → $2.93B (+$148M)
3% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 69
2.5% less ownership
Funds ownership: 152.21% → 149.71% (-2.5%)
8% less funds holding
Funds holding: 269 → 248 (-21)
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
58% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$36.8M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
+$12.2M |
| 3 |
BlackRock
New York
|
+$4.01M |
| 4 |
Morgan Stanley
New York
|
+$2.29M |
| 5 |
Mirae Asset Global ETFs Holdings
Causeway Bay,
Hong Kong
|
+$1.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UIA
Ulland Investment Advisors
Minneapolis,
Minnesota
|
-$8.02M |
| 2 |
New York State Common Retirement Fund
Albany,
New York
|
-$7.34M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$6.44M |
| 4 |
ACM
Advent Capital Management
New York
|
-$6.02M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
-$4.7M |
WFC.PRL Hedge Fund Activity: Q3 2025 in Review
248 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo 7.5% Non Cumv Perp Conv (WFC.PRL) for Q3 2025, worth a combined $2.93B — up 5.3% from $2.78B a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of WFC.PRL and 11 opened new positions — a net loss of 15 holders — while 69 trimmed existing stakes and 67 added.
The largest buyer was Wellington Management Group, adding an estimated $36.8M. The largest seller was Ulland Investment Advisors, cutting an estimated $8.02M.
- 248 institutional investors held Wells Fargo 7.5% Non Cumv Perp Conv (WFC.PRL) as of Q3 2025, down from 269 in Q2 2025.
- Funds reported $2.93B of Wells Fargo 7.5% Non Cumv Perp Conv stock for Q3 2025, up 5.3% quarter-over-quarter.
- 11 funds opened new Wells Fargo 7.5% Non Cumv Perp Conv positions in Q3 2025 and 26 closed out, a net change of -15 holders.
- The largest Wells Fargo 7.5% Non Cumv Perp Conv buyer in Q3 2025 was Wellington Management Group, an estimated $36.8M added.
- The largest Wells Fargo 7.5% Non Cumv Perp Conv seller in Q3 2025 was Ulland Investment Advisors, an estimated $8.02M sold.
Based on aggregated 13F filings for Q3 2025.