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WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL

Overview Fund Activity

258 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 26 funds opening new positions, 66 increasing their positions, 77 reducing their positions, and 19 closing their positions.

Holders
258
Holders Change
+3
Holders Change %
+1.18%
% 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
26
Increased
66
Reduced
77
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SA
1
Stonebridge Advisors
Connecticut
$78.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$53.4M
3
First Manhattan
3
First Manhattan
New York
$9.23M
4
ACM
4
Advent Capital Management
New York
$215M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$4.07M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$31.4M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$18M
3
State Street
3
State Street
Massachusetts
$69.2M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$9.42M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$709M
Name Market Value Shares Shares
Change 		Shares
Change %
LCM
226
Logan Capital Management
Pennsylvania
$52.4K 44 – –
GWSG
227
GPS Wealth Strategies Group
Colorado
$47K 39 – –
Northwestern Mutual Wealth Management
228
Northwestern Mutual Wealth Management
Wisconsin
$44.4K 37 +1 +3%
CTA
229
Colonial Trust Advisors
South Carolina
$39.6K 33 – –
USB
230
Union Savings Bank
Connecticut
$38.4K 32 – –
NS
231
NBC Securities
Alabama
$38K 32 +32 New
GFPC
232
Global Financial Private Client
Florida
$30K 25 – –
GBT
233
Grove Bank & Trust
Florida
$30K 25 – –
AFG
234
Albion Financial Group
Utah
$30K 25 – –
ME
235
McIlrath & Eck
Washington
$29K 24 – –
CIAS
236
Capital Investment Advisory Services
North Carolina
$24K 20 – –
GA
237
GoalVest Advisory
New York
$18K 15 – –
SWM
238
Spire Wealth Management
Virginia
$18K 15 +2 +15%
CCM
239
Coldstream Capital Management
Washington
$18K 15 +15 New
AWM
240
AE Wealth Management
Kansas
$14.4K 12 -3 -20%
CPG
241
Cornerstone Planning Group
New Jersey
$12.2K 10 – –
HR
242
Howe & Rusling
New York
$12K 10 – –
GT
243
Glenmede Trust
Pennsylvania
$12K 10 – –
PA
244
Parallel Advisors
California
$12K 10 – –
SIS
245
Sound Income Strategies
Florida
$12K 10 +10 New
AF
246
Abound Financial
California
$12K 10 +10 New
FWP
247
FAS Wealth Partners
Kansas
$10.8K 9 – –
RF
248
Rossby Financial
Florida
$9.43K 8 +8 New
AWM
249
Activest Wealth Management
Florida
$8.41K 7 – –
HFS
250
Hughes Financial Services
Virginia
$8.35K 7 +7 New
8 9
10
11 12