WFC.PRL icon

WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL

Overview Fund Activity

265 hedge funds and large institutions have $2.78B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 60 increasing their positions, 81 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+7
Holders Change %
+2.71%
% of All Funds
3.55%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
23
Increased
60
Reduced
81
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAM
Camden Asset Management
California
$36.7M
2
UIA
Ulland Investment Advisors
Minnesota
$8.47M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$4.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$56.5M
5
Corient Private Wealth
Corient Private Wealth
Florida
$5.03M

Top Sellers

1
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$58.4M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$32.2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$18.6M
4
MSL
Mackay Shields LLC
New York
$18.6M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$682M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
226
Ameritas Advisory Services
Nebraska
$106K -$112K -95 -51%
IAS
227
IMA Advisory Services
Colorado
$99.8K – – –
VEA
228
Virtus ETF Advisers
New York
$77.4K +$77.4K +66 New
Fifth Third Bancorp
229
Fifth Third Bancorp
Ohio
$70.4K – – –
BTI
230
Blue Trust Inc
Georgia
$68.1K – – –
IA
231
IFP Advisors
Florida
$64.6K – – –
Franklin Resources
232
Franklin Resources
California
$56.4K – – –
MCM
233
MAI Capital Management
Ohio
$52.8K -$17.6K -15 -25%
PS
234
Principal Securities
Iowa
$52.8K – – –
LCM
235
Logan Capital Management
Pennsylvania
$51.5K – – –
PSFG
236
Park Square Financial Group
Georgia
$47K -$29.4K -25 -38%
GWSG
237
GPS Wealth Strategies Group
Colorado
$46.4K +$1.16K +1 +3%
CTA
238
Colonial Trust Advisors
South Carolina
$38.7K – – –
USB
239
Union Savings Bank
Connecticut
$37.9K – – –
NS
240
NBC Securities
Alabama
$32K -$4.57K -4 -13%
AFG
241
Albion Financial Group
Utah
$29.4K – – –
KB
242
Kimelman & Baird
New York
$29.4K +$29.4K +25 New
GBT
243
Grove Bank & Trust
Florida
$29.4K – – –
ME
244
McIlrath & Eck
Washington
$28.8K +$1.15K +1 +4%
GWM
245
Geneos Wealth Management
Colorado
$23.5K -$47K -40 -67%
CIAS
246
Capital Investment Advisory Services
North Carolina
$23.5K – – –
Deutsche Bank
247
Deutsche Bank
Germany
$22.3K +$22.3K +19 New
MYIA
248
Mount Yale Investment Advisors
Colorado
$15.3K +$15.3K +13 New
AWM
249
AE Wealth Management
Kansas
$14.1K – – –
CPG
250
Cornerstone Planning Group
New Jersey
$12.5K – – –
8 9
10
11 12