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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
Jones Financial Companies
176
Jones Financial Companies
Missouri
$305K +$65.1K +54 +27%
EAM
177
Evanson Asset Management
California
$300K
FHA
178
First Horizon Advisors
Tennessee
$300K
GCIA
179
Gabelli & Co Investment Advisers
New York
$300K
KA
180
Kovack Advisors
Florida
$299K +$48.2K +40 +19%
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$295K +$48.2K +40 +19%
SCM
182
SCS Capital Management
Massachusetts
$294K +$295K +245 New
CCM
183
Crew Capital Management
Ohio
$282K
FCB
184
First County Bank
Connecticut
$270K +$271K +225 New
SWA
185
Sax Wealth Advisors
New Jersey
$270K +$271K +225 New
PTC
186
Private Trust Company
Ohio
$261K -$78.4K -65 -23%
IA
187
IFG Advisory
Georgia
$258K +$4.82K +4 +2%
AAS
188
Avantax Advisory Services
Texas
$247K
HWM
189
HB Wealth Management
Georgia
$247K
BAM
190
Belpointe Asset Management
Nevada
$247K +$247K +205 New
AC
191
AlphaCore Capital
California
$241K -$251K -208 -51%
SW
192
Simplicity Wealth
New Jersey
$240K
SA
193
Strategic Advisors
New York
$236K +$1.21K +1 +0.5%
HSBC Holdings
194
HSBC Holdings
United Kingdom
$229K +$231K +192 New
AA
195
AQR Arbitrage
Connecticut
$229K
CL
196
Choreo LLC
Illinois
$225K -$86.8K -72 -28%
EH
197
Equitable Holdings
New York
$223K +$224K +186 New
MBT
198
Montecito Bank & Trust
California
$222K
IC
199
Inkwell Capital
Florida
$222K +$223K +185 New
AAS
200
Ameritas Advisory Services
Nebraska
$221K -$12.1K -10 -5%

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.