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Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL

248 hedge funds and large institutions have $2.93B invested in Wells Fargo 7.5% Non Cumv Perp Conv in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 67 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $2.78B → $2.93B (+$148M)

3% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 69

2.5% less ownership

Funds ownership: 152.21% → 149.71% (-2.5%)

8% less funds holding

Funds holding: 269 → 248 (-21)

20% less funds holding in top 10

Funds holding in top 10: 10 → 8 (-2)

58% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 26

Holders
248
Holders Change
-21
Holders Change %
-7.81%
% of All Funds
3.25%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
11
Increased
67
Reduced
69
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$36.8M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$12.2M
3
BlackRock
BlackRock
New York
+$4.01M
4
Morgan Stanley
Morgan Stanley
New York
+$2.29M
5
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
+$1.99M

Top Sellers

Rank Fund Capital Flow
1
UIA
Ulland Investment Advisors
Minnesota
-$8.02M
2
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$7.34M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.44M
4
ACM
Advent Capital Management
New York
-$6.02M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$4.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
176
Evanson Asset Management
California
$309K – – –
GCIA
177
Gabelli & Co Investment Advisers
New York
$309K – – –
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$304K – – –
B
179
Bailard
California
$290K – – –
CCM
180
Crew Capital Management
Ohio
$290K – – –
BAM
181
Belpointe Asset Management
Nevada
$285K +$1.21K +1 +0.4%
FCB
182
First County Bank
Connecticut
$278K – – –
ZA
183
Zazove Associates
Nevada
$272K – – –
PTC
184
Private Trust Company
Ohio
$269K +$1.21K +1 +0.5%
IA
185
IFG Advisory
Georgia
$269K – – –
VFA
186
Valeo Financial Advisors
Indiana
$265K -$18.2K -15 -7%
RFN
187
RDA Financial Network
Iowa
$259K – – –
SPIA
188
Steward Partners Investment Advisory
New York
$255K +$31.5K +26 +14%
HWM
189
HB Wealth Management
Georgia
$254K – – –
SWA
190
Sax Wealth Advisors
New Jersey
$253K -$24.3K -20 -9%
SW
191
Simplicity Wealth
New Jersey
$247K – – –
IC
192
Inkwell Capital
Florida
$241K +$12.1K +10 +5%
CL
193
Choreo LLC
Illinois
$235K +$1.21K +1 +0.5%
GTAM
194
Global Trust Asset Management
Florida
$235K – – –
WAP
195
Wealthcare Advisory Partners
Pennsylvania
$231K +$227K +187 New
BAG
196
Bridgewealth Advisory Group
California
$228K – – –
GSC
197
Ground Swell Capital
South Carolina
$227K +$223K +184 New
OAM
198
Oppenheimer Asset Management
New York
$226K +$2.43K +2 +1%
AC
199
AlphaCore Capital
California
$219K +$32.8K +27 +18%
WCAMG
200
Woodard & Company Asset Management Group
North Carolina
$210K +$12.1K +10 +6%
6 7
8
9 10

WFC.PRL Hedge Fund Activity: Q3 2025 in Review

248 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo 7.5% Non Cumv Perp Conv (WFC.PRL) for Q3 2025, worth a combined $2.93B — up 5.3% from $2.78B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of WFC.PRL and 11 opened new positions — a net loss of 15 holders — while 69 trimmed existing stakes and 67 added.

The largest buyer was Wellington Management Group, adding an estimated $36.8M. The largest seller was Ulland Investment Advisors, cutting an estimated $8.02M.

  • 248 institutional investors held Wells Fargo 7.5% Non Cumv Perp Conv (WFC.PRL) as of Q3 2025, down from 269 in Q2 2025.
  • Funds reported $2.93B of Wells Fargo 7.5% Non Cumv Perp Conv stock for Q3 2025, up 5.3% quarter-over-quarter.
  • 11 funds opened new Wells Fargo 7.5% Non Cumv Perp Conv positions in Q3 2025 and 26 closed out, a net change of -15 holders.
  • The largest Wells Fargo 7.5% Non Cumv Perp Conv buyer in Q3 2025 was Wellington Management Group, an estimated $36.8M added.
  • The largest Wells Fargo 7.5% Non Cumv Perp Conv seller in Q3 2025 was Ulland Investment Advisors, an estimated $8.02M sold.

Based on aggregated 13F filings for Q3 2025.