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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
VOYA Investment Management
1
VOYA Investment Management
Georgia
$709M -$9.04M -7,500 -1%
BlackRock
2
BlackRock
New York
$352M -$1.97M -1,636 -0.6%
ACM
3
Advent Capital Management
New York
$215M +$7.06M +5,854 +3%
First Trust Advisors
4
First Trust Advisors
Illinois
$191M
Mirae Asset Global ETFs Holdings
5
Mirae Asset Global ETFs Holdings
Hong Kong
$98.2M -$4.45M -3,692 -4%
Victory Capital Management
6
Victory Capital Management
Texas
$86.6M +$1.85M +1,533 +2%
SA
7
Stonebridge Advisors
Connecticut
$78.2M +$34.5M +28,635 +78%
Invesco
8
Invesco
Georgia
$76M
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$74.6M
State Street
10
State Street
Massachusetts
$69.2M -$9.65M -8,000 -12%
Allianz Asset Management
11
Allianz Asset Management
Germany
$64.8M
N
12
Nuveen
North Carolina
$55.9M -$97.7K -81 -0.2%
Morgan Stanley
13
Morgan Stanley
New York
$53.8M -$228K -189 -0.4%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$53.4M +$31.3M +26,000 +141%
Bank of America
15
Bank of America
North Carolina
$37.2M +$180K +149 +0.5%
MSL
16
Mackay Shields LLC
New York
$33.9M
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$31.4M -$31.3M -25,933 Closed
P8IP
18
Pier 88 Investment Partners
California
$25.5M +$482K +400 +2%
First Eagle Investment Management
19
First Eagle Investment Management
New York
$24.8M
New York State Common Retirement Fund
20
New York State Common Retirement Fund
New York
$23M
SIM
21
SSI Investment Management
California
$22.4M -$1.22M -1,013 -5%
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$21.9M -$748K -620 -3%
Cohen & Steers
23
Cohen & Steers
New York
$20.2M
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$18M
NEAM
25
New England Asset Management
Connecticut
$15.9M

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.