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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
SAM
126
Seelaus Asset Management
New Jersey
$890K -$3.62K -3 -0.4%
NW
127
NewEdge Wealth
Pennsylvania
$820K +$12.1K +10 +1%
VHAM
128
Van Hulzen Asset Management
California
$817K -$47K -39 -5%
BAM
129
BOS Asset Management
Illinois
$790K
Aristotle Capital Management
130
Aristotle Capital Management
California
$781K
PCM
131
Pennsylvania Capital Management
Pennsylvania
$775K -$18.1K -15 -2%
CCM
132
Chilton Capital Management
Texas
$771K -$6.03K -5 -0.8%
CFS
133
Coordinated Financial Services
Colorado
$771K +$19.3K +16 +3%
SC
134
Searle & Co
Connecticut
$765K
ICM
135
Islay Capital Management
Texas
$763K
BC
136
Bowman & Company
Wisconsin
$727K +$6.03K +5 +0.8%
IAIM
137
International Assets Investment Management
Florida
$718K +$55.5K +46 +8%
SC
138
Scotia Capital
Ontario, Canada
$707K -$295K -245 -29%
IC
139
IEQ Capital
California
$693K
P
140
&Partners
Tennessee
$668K +$1.21K +1 +0.2%
WS
141
Wedbush Securities
California
$656K -$1.21K -1 -0.2%
WTC
142
WhitTier Trust Company
Nevada
$653K +$4.82K +4 +0.7%
MW
143
Marcum Wealth
Ohio
$632K
IWN
144
Independent Wealth Network
Iowa
$613K +$9.64K +8 +2%
PFA
145
Pathway Financial Advisers
Indiana
$608K -$2.41K -2 -0.4%
WA
146
Wambolt & Associates
Colorado
$573K
ISL
147
Ingalls & Snyder LLC
New York
$572K -$32.6K -27 -5%
CWM
148
Congress Wealth Management
Massachusetts
$563K +$565K +469 New
BPC
149
Bearing Point Capital
Minnesota
$558K
Cetera Investment Advisers
150
Cetera Investment Advisers
Illinois
$545K -$7.23K -6 -1%

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.