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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
MCM
101
Marathon Capital Management
Maryland
$1.25M -$16K -13 -1%
SCM
102
Schnieders Capital Management
California
$1.25M
William Blair & Company
103
William Blair & Company
Illinois
$1.19M +$246K +200 +25%
PCMN
104
Paradigm Capital Management (Nevada)
Nevada
$1.16M
BIMC
105
Benson Investment Management Company
Virginia
$1.16M
SG
106
StoneX Group
New York
$1.15M +$4.93K +4 +0.4%
US Bancorp
107
US Bancorp
Minnesota
$1.1M -$6.16K -5 -0.5%
SWM
108
Shrier Wealth Management
California
$1.09M +$1.1M +896 New
RWM
109
Ritholtz Wealth Management
New York
$1.08M
KLWA
110
Kelly Lawrence W & Associates
California
$1.08M
CPW
111
Cove Private Wealth
New York
$1.07M
EPW
112
Evolve Private Wealth
California
$1.07M +$1.08M +879 New
CPBTD
113
Central Pacific Bank - Trust Division
Hawaii
$1.02M
MWP
114
Momentum Wealth Planning
Florida
$1.02M +$24.6K +20 +2%
IRM
115
Income Research & Management
Massachusetts
$974K +$548K +445 +124%
MIA
116
MeadowBrook Investment Advisors
Michigan
$953K -$23.4K -19 -2%
FFA
117
First Foundation Advisors
California
$937K -$206K -167 -18%
HPWM
118
High Point Wealth Management
New Jersey
$933K +$949K +770 New
JP Morgan Chase
119
JP Morgan Chase
New York
$904K -$48.1K -39 -5%
FCMC
120
Founders Capital Management (Connecticut)
Connecticut
$898K -$57.9K -47 -6%
SAM
121
Seelaus Asset Management
New Jersey
$886K -$12.3K -10 -1%
IAIM
122
International Assets Investment Management
Florida
$877K +$892K +724 New
Cetera Investment Advisers
123
Cetera Investment Advisers
Illinois
$877K +$72.7K +59 +9%
CFS
124
Coordinated Financial Services
Colorado
$860K +$67.8K +55 +8%
AF
125
Apollon Financial
South Carolina
$820K -$238K -193 -22%

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.