We are live on ! Find out more
WFC.PRL icon

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
CL
201
Choreo LLC
Illinois
$223K +$1.22K +1 +0.5%
GTAM
202
Global Trust Asset Management
Florida
$219K
WAP
203
Wealthcare Advisory Partners
Pennsylvania
$217K
IC
204
Inkwell Capital
Florida
$216K -$9.73K -8 -4%
WCAMG
205
Woodard & Company Asset Management Group
North Carolina
$214K +$24.3K +20 +12%
Bank of Montreal
206
Bank of Montreal
Ontario, Canada
$211K -$28K -23 -11%
Mercer Global Advisors
207
Mercer Global Advisors
Colorado
$209K +$220K +181 New
BBHC
208
Brown Brothers Harriman & Co
New York
$173K
AC
209
AlphaCore Capital
California
$170K -$41.4K -34 -19%
HPIA
210
Hamilton Point Investment Advisors
North Carolina
$156K
MCM
211
MAI Capital Management
Ohio
$141K
ATPW
212
Ashton Thomas Private Wealth
Arizona
$136K +$144K +118 New
UIA
213
Ulland Investment Advisors
Minnesota
$118K
PIA
214
Powell Investment Advisors
Florida
$116K
FDCDDQ
215
Federation des caisses Desjardins du Quebec
Quebec, Canada
$107K
GSWM
216
Golden State Wealth Management
California
$105K
IAS
217
IMA Advisory Services
Colorado
$98.2K
HNB
218
Huntington National Bank
Ohio
$85.6K +$19.5K +16 +28%
VEA
219
Virtus ETF Advisers
New York
$76.4K
AWM
220
Angeles Wealth Management
California
$69.4K
BTI
221
Blue Trust Inc
Georgia
$67K
CT
222
Caldwell Trust
Florida
$52K
BIAS
223
Beacon Investment Advisory Services
New Jersey
$47.9K +$51.1K +42 New
BFS
224
Beacon Financial Strategies
North Carolina
$46.2K
QC
225
Quent Capital
New York
$46.2K

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.