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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
MTIM
151
Marathon Trading Investment Management
Pennsylvania
$533K
PHS
152
Pekin Hardy Strauss
Illinois
$527K
BIMC
153
Benson Investment Management Company
Virginia
$522K +$524K +435 New
OIA
154
OneDigital Investment Advisors
Kansas
$519K +$9.64K +8 +2%
Wealth Enhancement Advisory Services
155
Wealth Enhancement Advisory Services
Minnesota
$514K -$8.44K -7 -2%
FMI
156
F/M Investments
District of Columbia
$509K -$16.9K -14 -3%
VFA
157
Valeo Financial Advisors
Indiana
$502K -$258K -214 -0.3%
Comerica Bank
158
Comerica Bank
Texas
$491K +$54.3K +45 +12%
BSG
159
Black Swift Group
Colorado
$444K
AF
160
Allworth Financial
California
$433K -$12.1K -10 -3%
William Blair & Company
161
William Blair & Company
Illinois
$411K
DWT
162
Dorsey & Whitney Trust
South Dakota
$383K +$385K +319 New
Creative Planning
163
Creative Planning
Kansas
$382K -$110K -91 -22%
Brown Advisory
164
Brown Advisory
Maryland
$377K
WT
165
Whittier Trust
California
$377K
AMIM
166
Aull & Monroe Investment Management
Alabama
$364K
CAPTRUST Financial Advisors
167
CAPTRUST Financial Advisors
North Carolina
$363K +$48.2K +40 +15%
WW
168
Westshore Wealth
California
$361K
UBS AM
169
UBS AM
Illinois
$360K -$121K -100 -25%
NDSI
170
Newman Dignan & Sheerar Inc
Rhode Island
$350K +$3.62K +3 +1%
SWA
171
Stratos Wealth Advisors
Ohio
$343K +$1.21K +1 +0.4%
SMC
172
Smith, Moore & Co
Missouri
$342K -$42.2K -35 -11%
PI
173
PFG Investments
New York
$330K
FFA
174
Farther Finance Advisors
California
$324K +$262K +217 +395%
IAA
175
Independent Advisor Alliance
North Carolina
$319K

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.