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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
ISL
151
Ingalls & Snyder LLC
New York
$527K -$3.65K -3 -0.7%
ZA
152
Zazove Associates
Nevada
$522K +$268K +220 +100%
CAPTRUST Financial Advisors
153
CAPTRUST Financial Advisors
North Carolina
$515K -$49.9K -41 -8%
MTIM
154
Marathon Trading Investment Management
Pennsylvania
$513K
PHS
155
Pekin Hardy Strauss
Illinois
$495K
OIA
156
OneDigital Investment Advisors
Kansas
$476K
WF
157
WoodTrust Financial
Wisconsin
$462K
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$456K +$408K +335 +558%
Creative Planning
159
Creative Planning
Kansas
$444K +$11K +9 +2%
BSG
160
Black Swift Group
Colorado
$427K
VAM
161
Virtue Asset Management
Illinois
$424K
FMI
162
F/M Investments
District of Columbia
$415K -$21.9K -18 -5%
OA
163
Oxbow Advisors
Texas
$412K -$8.52K -7 -2%
CAM
164
Cresset Asset Management
Illinois
$407K
IC
165
IEQ Capital
California
$404K +$88.8K +73 +26%
NW
166
NewEdge Wealth
Pennsylvania
$396K -$270K -222 -39%
AMIM
167
Aull & Monroe Investment Management
Alabama
$389K +$41.4K +34 +11%
WS
168
Wedbush Securities
California
$373K -$181K -149 -32%
Brown Advisory
169
Brown Advisory
Maryland
$371K +$43.8K +36 +13%
VAS
170
Vestmark Advisory Solutions
Massachusetts
$367K -$270K -222 -41%
DWT
171
Dorsey & Whitney Trust
South Dakota
$363K -$14.6K -12 -4%
WW
172
Westshore Wealth
California
$353K -$13.4K -11 -3%
UBS AM
173
UBS AM
Illinois
$347K +$365K +300 New
TWM
174
Thrive Wealth Management
Pennsylvania
$345K
NDSI
175
Newman Dignan & Sheerar Inc
Rhode Island
$343K +$3.65K +3 +1%

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.