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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
VOYA Investment Management
1
VOYA Investment Management
Georgia
$741M +$25.5M +20,710 +4%
BlackRock
2
BlackRock
New York
$355M +$1.85M +1,501 +0.5%
First Trust Advisors
3
First Trust Advisors
Illinois
$192M
ACM
4
Advent Capital Management
New York
$192M -$21.5M -17,446 -10%
Victory Capital Management
5
Victory Capital Management
Texas
$82.4M -$2.22M -1,801 -3%
SA
6
Stonebridge Advisors
Connecticut
$75.5M +$229M +185,818 +288%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$69.9M -$222K -180 -0.3%
Allianz Asset Management
8
Allianz Asset Management
Germany
$65.4M
State Street
9
State Street
Massachusetts
$65.2M -$439K -356 -0.7%
Mirae Asset Global ETFs Holdings
10
Mirae Asset Global ETFs Holdings
Hong Kong
$57.1M -$5.23M -4,247 -8%
Morgan Stanley
11
Morgan Stanley
New York
$56.8M -$1.62M -1,314 -3%
N
12
Nuveen
North Carolina
$56.2M +$45.6K +37 +0.1%
Invesco
13
Invesco
Georgia
$55.6M -$19.5M -15,835 -26%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$52M
CAM
15
Camden Asset Management
California
$44.9M +$10.7M +8,705 +31%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$44.3M +$752K +610 +2%
Bank of America
17
Bank of America
North Carolina
$35.2M -$1.9M -1,545 -5%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$33.8M
First Eagle Investment Management
19
First Eagle Investment Management
New York
$31.2M +$6.22M +5,050 +24%
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
$24.3M +$2.43M +1,975 +11%
SIM
21
SSI Investment Management
California
$22.3M +$445K +361 +2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$21.5M
MSL
23
Mackay Shields LLC
New York
$18M -$781K -634 -4%
P8IP
24
Pier 88 Investment Partners
California
$16.9M -$9.49M -7,700 -36%
GGS
25
Galvin Gaustad & Stein
Arizona
$16.7M +$442K +359 +3%

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.