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WELLS FARGO 7.5% NON CUMV PERP CONV

255 hedge funds and large institutions have $2.85B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 72 increasing their positions, 79 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
Holders Change %
0%
% of All Funds
3.4%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.15%
New
24
Increased
72
Reduced
79
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
226
Northwestern Mutual Wealth Management
Wisconsin
$43K -$41.8K -35 -49%
CTA
227
Colonial Trust Advisors
South Carolina
$39.4K
USB
228
Union Savings Bank
Connecticut
$38.2K
SAM
229
Synergy Asset Management
Washington
$33.3K +$33.3K +26 New
AFG
230
Albion Financial Group
Utah
$29.9K
GFPC
231
Global Financial Private Client
Florida
$29.9K
GBT
232
Grove Bank & Trust
Florida
$29.9K
WWA
233
Wingate Wealth Advisors
Massachusetts
$29.9K +$29.9K +25 New
ME
234
McIlrath & Eck
Washington
$28.4K +$1.18K +1 +4%
GWM
235
Geneos Wealth Management
Colorado
$23.9K -$3.58K -3 -13%
CIAS
236
Capital Investment Advisory Services
North Carolina
$23.9K
FFO
237
Fortitude Family Office
Arizona
$23.9K
GA
238
GoalVest Advisory
New York
$17.9K
AWM
239
AE Wealth Management
Kansas
$17.9K +$17.9K +15 New
SWM
240
Spire Wealth Management
Virginia
$15.5K
CPG
241
Cornerstone Planning Group
New Jersey
$12.3K
HR
242
Howe & Rusling
New York
$11.9K
GT
243
Glenmede Trust
Pennsylvania
$11.9K
PA
244
Parallel Advisors
California
$11.9K
FWP
245
FAS Wealth Partners
Kansas
$10.7K
AWM
246
Activest Wealth Management
Florida
$8.36K
GIA
247
GHP Investment Advisors
Colorado
$7.17K
VWA
248
Valued Wealth Advisors
Utah
$7.17K +$7.17K +6 New
EWA
249
EverSource Wealth Advisors
Alabama
$5.97K -$2.39K -2 -29%
CFFP
250
Center for Financial Planning
Michigan
$5.97K