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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
SMC
176
Smith, Moore & Co
Missouri
$333K +$24.6K +20 +8%
GCIA
177
Gabelli & Co Investment Advisers
New York
$333K +$30.8K +25 +10%
SC
178
Scotia Capital
Ontario, Canada
$327K -$226K -183 -40%
EAM
179
Evanson Asset Management
California
$303K
PI
180
PFG Investments
New York
$303K
B
181
Bailard
California
$285K
CCM
182
Crew Capital Management
Ohio
$285K
VFA
183
Valeo Financial Advisors
Indiana
$285K +$24.6K +20 +9%
BAM
184
Belpointe Asset Management
Nevada
$283K +$3.7K +3 +1%
WIA
185
World Investment Advisors
California
$282K +$287K +233 New
BOM
186
Bank of Marin
California
$278K -$37K -30 -12%
SWA
187
Sax Wealth Advisors
New Jersey
$275K +$27.1K +22 +11%
FCB
188
First County Bank
Connecticut
$273K
OAM
189
Oberweis Asset Management
Illinois
$273K +$277K +225 New
ZA
190
Zazove Associates
Nevada
$267K
RFN
191
RDA Financial Network
Iowa
$267K +$12.3K +10 +5%
PTC
192
Private Trust Company
Ohio
$265K
IA
193
IFG Advisory
Georgia
$264K
PNC Financial Services Group
194
PNC Financial Services Group
Pennsylvania
$264K -$34.5K -28 -11%
SA
195
SJBenen ADVISORY
North Carolina
$264K +$577K +468 New
SPIA
196
Steward Partners Investment Advisory
New York
$251K
HWM
197
HB Wealth Management
Georgia
$250K
Bank of Montreal
198
Bank of Montreal
Ontario, Canada
$249K +$44.4K +36 +21%
DG
199
Diesslin Group
Texas
$240K +$244K +198 New
IC
200
Inkwell Capital
Florida
$236K

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.