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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
KA
176
Kovack Advisors
Florida
$337K -$20.7K -17 -6%
IAA
177
Independent Advisor Alliance
North Carolina
$332K
RFN
178
RDA Financial Network
Iowa
$331K +$81.5K +67 +30%
GCIA
179
Gabelli & Co Investment Advisers
New York
$318K
SC
180
Scotia Capital
Ontario, Canada
$312K
WOSD
181
WFA of San Diego
California
$308K -$9.73K -8 -3%
SCM
182
SCS Capital Management
Massachusetts
$306K -$29.2K -24 -8%
SMC
183
Smith, Moore & Co
Missouri
$306K -$12.2K -10 -4%
MG
184
Marex Group
$303K +$319K +262 New
BAM
185
Belpointe Asset Management
Nevada
$297K +$29.2K +24 +10%
BOM
186
Bank of Marin
California
$293K +$30.4K +25 +11%
EAM
187
Evanson Asset Management
California
$289K
PI
188
PFG Investments
New York
$289K
VFA
189
Valeo Financial Advisors
Indiana
$283K +$12.2K +10 +4%
SWA
190
Sax Wealth Advisors
New Jersey
$275K
CCM
191
Crew Capital Management
Ohio
$271K
WIA
192
World Investment Advisors
California
$262K -$7.3K -6 -3%
FCB
193
First County Bank
Connecticut
$260K
OAM
194
Oberweis Asset Management
Illinois
$260K
PTC
195
Private Trust Company
Ohio
$252K
PNC Financial Services Group
196
PNC Financial Services Group
Pennsylvania
$252K
SPIA
197
Steward Partners Investment Advisory
New York
$245K +$6.08K +5 +2%
HWM
198
HB Wealth Management
Georgia
$238K
DG
199
Diesslin Group
Texas
$232K +$3.65K +3 +2%
GSC
200
Ground Swell Capital
South Carolina
$223K +$235K +193 New

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.