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Wells Fargo 7.5% Non Cumv Perp Conv

246 hedge funds and large institutions have $2.92B invested in Wells Fargo 7.5% Non Cumv Perp Conv in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 67 increasing their positions, 68 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

63% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 27

Holders
246
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KB
226
Kimelman & Baird
New York
$30.9K
GBT
227
Grove Bank & Trust
Florida
$30.9K
CIAS
228
Capital Investment Advisory Services
North Carolina
$24.7K
Deutsche Bank
229
Deutsche Bank
Germany
$23.5K
AWM
230
AE Wealth Management
Kansas
$14.8K
GF
231
GGM Financials
Ohio
$14.8K
ME
232
McIlrath & Eck
Washington
$13.4K
HR
233
Howe & Rusling
New York
$12.3K
FM
234
Family Management
New York
$12.3K
PA
235
Parallel Advisors
California
$12.3K
GIM
236
Glenmede Investment Management
Pennsylvania
$12.3K
RF
237
Rossby Financial
Florida
$9.98K
HNB
238
Huntington National Bank
Ohio
$9.88K
AWM
239
Activest Wealth Management
Florida
$8.64K
GIA
240
GHP Investment Advisors
Colorado
$7.41K
CFFP
241
Center for Financial Planning
Michigan
$6.17K
EWA
242
EverSource Wealth Advisors
Alabama
$6.17K
CAIM
243
Catherine Avery Investment Management
Florida
$6.17K
FFL
244
Financial Freedom LLC
Ohio
$6.17K
JHCP
245
Jackson Hole Capital Partners
Oklahoma
$3.7K
ADL
246
Asset Dedication LLC
California
$3.7K
MWM
247
Mascoma Wealth Management
New Hampshire
$3.7K
ACA
248
American Capital Advisory
Idaho
$3.7K
RIL
249
Rothschild Investment LLC
Illinois
$2.47K
NSIM
250
North Star Investment Management
Illinois
$2.47K