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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
OAM
201
Oppenheimer Asset Management
New York
$215K +$9.64K +8 +5%
FAIM
202
Financial Advocates Investment Management
Washington
$213K +$2.41K +2 +1%
WAM
203
Wolverine Asset Management
Illinois
$209K -$121K -100 -37%
Bank of Montreal
204
Bank of Montreal
Ontario, Canada
$207K +$19.3K +16 +10%
RTC
205
Riverview Trust Company
Washington
$201K
EM
206
ELCO Management
New York
$201K +$201K +167 New
SPIA
207
Steward Partners Investment Advisory
New York
$199K +$19.3K +16 +11%
BBHC
208
Brown Brothers Harriman & Co
New York
$180K
GTAM
209
Global Trust Asset Management
Florida
$168K +$169K +140 New
CSC
210
Cove Street Capital
California
$137K
FDCDDQ
211
Federation des caisses Desjardins du Quebec
Quebec, Canada
$124K
PIA
212
Powell Investment Advisors
Florida
$120K
GSWM
213
Golden State Wealth Management
California
$109K
NA
214
NewEdge Advisors
Louisiana
$108K -$96.5K -80 -47%
IAS
215
IMA Advisory Services
Colorado
$102K +$102K +85 New
PWAM
216
Private Wealth Asset Management
Iowa
$85.3K +$85.6K +71 New
VEA
217
Virtus ETF Advisers
New York
$79.3K
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$79K
PSFG
219
Park Square Financial Group
Georgia
$78.1K -$2.41K -2 -3%
Fifth Third Bancorp
220
Fifth Third Bancorp
Ohio
$72K -$25.3K -21 -26%
MCM
221
MAI Capital Management
Ohio
$72K -$1.21K -1 -2%
GWM
222
Geneos Wealth Management
Colorado
$72K +$48.2K +40 +200%
BTI
223
Blue Trust Inc
Georgia
$69.6K -$24.1K -20 -26%
IA
224
IFP Advisors
Florida
$66K
PFPT
225
Pinnacle Financial Partners (Tennessee)
Tennessee
$63.3K -$37.4K -31 -37%

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.