Wells Fargo & Co Series Z Preferred Stock
WFC.PRZ
5 hedge funds and large institutions have $1.28M invested in Wells Fargo & Co Series Z Preferred Stock in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
25% more funds holding
Funds holding: 4 → 5 (+1)
0.12% less ownership
Funds ownership: 0.2% → 0.08% (-0.12%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
83% less capital inflows, than outflows
Capital inflows: $381K | Capital outflows: $2.24M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Quest Investment Management
Lake Oswego,
Oregon
|
+$227K |
| 2 |
KFS
Keynote Financial Services
Vernon,
Connecticut
|
+$153K |
| 3 |
NBC Securities
Birmingham,
Alabama
|
+$1.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
-$2.06M |
| 2 |
OP
ORG Partners
Roanoke,
Indiana
|
-$170K |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$9.11K |
WFC.PRZ Hedge Fund Activity: Q2 2025 in Review
5 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Co Series Z Preferred Stock (WFC.PRZ) for Q2 2025, worth a combined $1.28M — down 60% from $3.18M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new WFC.PRZ positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Quest Investment Management, opening a new position worth an estimated $227K. The largest seller was Marshall Wace, exiting entirely with an estimated $2.06M sold.
- 5 institutional investors held Wells Fargo & Co Series Z Preferred Stock (WFC.PRZ) as of Q2 2025, up from 4 in Q1 2025.
- Funds reported $1.28M of Wells Fargo & Co Series Z Preferred Stock stock for Q2 2025, down 60% quarter-over-quarter.
- 2 funds opened new Wells Fargo & Co Series Z Preferred Stock positions in Q2 2025 and 1 closed out, a net change of +1 holder.
- The largest Wells Fargo & Co Series Z Preferred Stock buyer in Q2 2025 was Quest Investment Management, an estimated $227K added.
- The largest Wells Fargo & Co Series Z Preferred Stock seller in Q2 2025 was Marshall Wace, an estimated $2.06M sold.
Based on aggregated 13F filings for Q2 2025.