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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
IAIM
126
International Assets Investment Management
Florida
$838K
CFS
127
Coordinated Financial Services
Colorado
$832K +$12.2K +10 +1%
Cetera Investment Advisers
128
Cetera Investment Advisers
Illinois
$776K -$62.1K -51 -7%
BAM
129
BOS Asset Management
Illinois
$760K
Aristotle Capital Management
130
Aristotle Capital Management
California
$751K
PCM
131
Pennsylvania Capital Management
Pennsylvania
$745K
VHAM
132
Van Hulzen Asset Management
California
$741K -$2.43K -2 -0.3%
HF
133
HRT Financial
New York
$731K -$51.1K -42 -6%
BIMC
134
Benson Investment Management Company
Virginia
$710K -$420K -345 -36%
EL
135
EWA LLC
Pennsylvania
$694K
ICM
136
Islay Capital Management
Texas
$687K
Jones Financial Companies
137
Jones Financial Companies
Missouri
$682K +$181K +149 +33%
AF
138
Apollon Financial
South Carolina
$680K -$108K -89 -13%
CCM
139
Chilton Capital Management
Texas
$660K -$6.08K -5 -0.9%
SWA
140
Stratos Wealth Advisors
Ohio
$636K -$17K -14 -2%
VM
141
Venator Management
Pennsylvania
$635K +$122K +100 +22%
CPIG
142
Chicago Partners Investment Group
Illinois
$629K -$133K -109 -17%
ASC
143
Ares Systematic Credit
$629K +$669K +550 New
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$628K -$2.43K -2 -0.4%
IWN
145
Independent Wealth Network
Iowa
$627K +$8.52K +7 +1%
PFA
146
Pathway Financial Advisers
Indiana
$584K -$3.65K -3 -0.6%
BPC
147
Bearing Point Capital
Minnesota
$575K
AWA
148
Arkadios Wealth Advisors
Georgia
$549K -$1.39M -1,143 -71%
Ameriprise
149
Ameriprise
Minnesota
$547K -$179K -147 -24%
SC
150
Searle & Co
Connecticut
$542K +$571K +469 New

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.