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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
CL
201
Choreo LLC
Illinois
$232K +$2.46K +2 +1%
GTAM
202
Global Trust Asset Management
Florida
$230K
WAP
203
Wealthcare Advisory Partners
Pennsylvania
$228K +$1.23K +1 +0.5%
AC
204
AlphaCore Capital
California
$219K +$4.93K +4 +2%
OAM
205
Oppenheimer Asset Management
New York
$211K -$11.1K -9 -5%
RTC
206
Riverview Trust Company
Washington
$202K
WCAMG
207
Woodard & Company Asset Management Group
North Carolina
$200K -$6.16K -5 -3%
BBHC
208
Brown Brothers Harriman & Co
New York
$182K
HPIA
209
Hamilton Point Investment Advisors
North Carolina
$164K +$166K +135 New
MCM
210
MAI Capital Management
Ohio
$148K +$94.9K +77 +171%
UIA
211
Ulland Investment Advisors
Minnesota
$124K -$619K -502 -83%
PIA
212
Powell Investment Advisors
Florida
$121K
FDCDDQ
213
Federation des caisses Desjardins du Quebec
Quebec, Canada
$113K -$6.16K -5 -5%
GSWM
214
Golden State Wealth Management
California
$110K
NA
215
NewEdge Advisors
Louisiana
$109K -$3.7K -3 -3%
IAS
216
IMA Advisory Services
Colorado
$103K
CAM
217
Chesapeake Asset Management
New York
$103K +$105K +85 New
IA
218
IFP Advisors
Florida
$94.5K +$28.3K +23 +42%
VEA
219
Virtus ETF Advisers
New York
$80.1K
AWM
220
Angeles Wealth Management
California
$72.8K +$73.9K +60 New
Fifth Third Bancorp
221
Fifth Third Bancorp
Ohio
$72.7K -$4.93K -4 -6%
HNB
222
Huntington National Bank
Ohio
$70.5K +$61.6K +50 +625%
BTI
223
Blue Trust Inc
Georgia
$70.3K
CT
224
Caldwell Trust
Florida
$54.5K
BFS
225
Beacon Financial Strategies
North Carolina
$48.5K +$49.3K +40 New

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.