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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
Jones Financial Companies
151
Jones Financial Companies
Missouri
$544K +$78.9K +64 +17%
MTIM
152
Marathon Trading Investment Management
Pennsylvania
$538K
PHS
153
Pekin Hardy Strauss
Illinois
$520K +$12.3K +10 +2%
OIA
154
OneDigital Investment Advisors
Kansas
$499K
WF
155
WoodTrust Financial
Wisconsin
$485K +$123K +100 +33%
TSS
156
Two Sigma Securities
New York
$476K +$484K +393 New
FMI
157
F/M Investments
District of Columbia
$458K -$25.9K -21 -5%
Creative Planning
158
Creative Planning
Kansas
$455K -$48.1K -39 -9%
BSG
159
Black Swift Group
Colorado
$448K
VAM
160
Virtue Asset Management
Illinois
$445K
OA
161
Oxbow Advisors
Texas
$441K -$2.46K -2 -0.5%
CAM
162
Cresset Asset Management
Illinois
$427K
AF
163
Allworth Financial
California
$404K -$16K -13 -4%
DWT
164
Dorsey & Whitney Trust
South Dakota
$395K +$8.63K +7 +2%
WW
165
Westshore Wealth
California
$384K +$391K +317 New
KA
166
Kovack Advisors
Florida
$373K +$69K +56 +22%
AMIM
167
Aull & Monroe Investment Management
Alabama
$367K
TWM
168
Thrive Wealth Management
Pennsylvania
$362K
Comerica Bank
169
Comerica Bank
Texas
$358K -$78.9K -64 -18%
NDSI
170
Newman Dignan & Sheerar Inc
Rhode Island
$357K +$2.46K +2 +0.7%
SCM
171
SCS Capital Management
Massachusetts
$350K +$29.6K +24 +9%
IAA
172
Independent Advisor Alliance
North Carolina
$348K +$1.23K +1 +0.3%
Brown Advisory
173
Brown Advisory
Maryland
$345K -$35.7K -29 -9%
IC
174
IEQ Capital
California
$336K -$370K -300 -52%
WOSD
175
WFA of San Diego
California
$333K -$17.3K -14 -5%

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.