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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
HF
126
HRT Financial
New York
$818K +$290K +235 +53%
BAM
127
BOS Asset Management
Illinois
$797K
Ameriprise
128
Ameriprise
Minnesota
$789K -$573K -465 -43%
Aristotle Capital Management
129
Aristotle Capital Management
California
$788K
PCM
130
Pennsylvania Capital Management
Pennsylvania
$782K
CPIG
131
Chicago Partners Investment Group
Illinois
$780K -$133K -108 -15%
VHAM
132
Van Hulzen Asset Management
California
$780K -$41.9K -34 -5%
EL
133
EWA LLC
Pennsylvania
$728K +$741K +601 New
ICM
134
Islay Capital Management
Texas
$721K -$49.3K -40 -6%
BC
135
Bowman & Company
Wisconsin
$702K +$4.93K +4 +0.7%
CCM
136
Chilton Capital Management
Texas
$698K -$55.5K -45 -7%
NW
137
NewEdge Wealth
Pennsylvania
$685K -$106K -86 -13%
SWA
138
Stratos Wealth Advisors
Ohio
$684K -$3.7K -3 -0.5%
WTC
139
WhitTier Trust Company
Nevada
$665K
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$662K
VAS
141
Vestmark Advisory Solutions
Massachusetts
$654K -$106K -86 -14%
IWN
142
Independent Wealth Network
Iowa
$648K +$9.86K +8 +2%
PFA
143
Pathway Financial Advisers
Indiana
$616K -$2.46K -2 -0.4%
BPC
144
Bearing Point Capital
Minnesota
$604K +$40.7K +33 +7%
WT
145
Whittier Trust
California
$596K +$186K +151 +45%
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
$590K
WS
147
Wedbush Securities
California
$572K -$118K -96 -17%
PFGIA
148
Patriot Financial Group Insurance Agency
Massachusetts
$559K +$568K +461 New
ISL
149
Ingalls & Snyder LLC
New York
$556K
VM
150
Venator Management
Pennsylvania
$545K +$555K +450 New

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.