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Wells Fargo 7.5% Non Cumv Perp Conv

248 hedge funds and large institutions have $2.93B invested in Wells Fargo 7.5% Non Cumv Perp Conv in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 67 increasing their positions, 69 reducing their positions, and 26 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)

58% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 26

Holders
248
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

Top Sellers

1 -$8.02M
2 -$7.34M
3 -$6.44M
4
ACM
Advent Capital Management
New York
-$6.02M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$4.7M
Name Holding Trade Value Shares
Change
Change in
Stake
NS
226
NBC Securities
Alabama
$34.6K
AFG
227
Albion Financial Group
Utah
$30.9K
KB
228
Kimelman & Baird
New York
$30.9K
GBT
229
Grove Bank & Trust
Florida
$30.9K
CIAS
230
Capital Investment Advisory Services
North Carolina
$24.7K
Deutsche Bank
231
Deutsche Bank
Germany
$23.5K
AWM
232
AE Wealth Management
Kansas
$14.8K
GF
233
GGM Financials
Ohio
$14.8K
ME
234
McIlrath & Eck
Washington
$13.4K
HR
235
Howe & Rusling
New York
$12.3K
PA
236
Parallel Advisors
California
$12.3K
FM
237
Family Management
New York
$12.3K
GIM
238
Glenmede Investment Management
Pennsylvania
$12.3K
RF
239
Rossby Financial
Florida
$9.98K
HNB
240
Huntington National Bank
Ohio
$9.88K
AWM
241
Activest Wealth Management
Florida
$8.64K
GIA
242
GHP Investment Advisors
Colorado
$7.41K
CFFP
243
Center for Financial Planning
Michigan
$6.17K
CAIM
244
Catherine Avery Investment Management
Florida
$6.17K
EWA
245
EverSource Wealth Advisors
Alabama
$6.17K
FFL
246
Financial Freedom LLC
Ohio
$6.17K
ADL
247
Asset Dedication LLC
California
$3.7K
MWM
248
Mascoma Wealth Management
New Hampshire
$3.7K
JHCP
249
Jackson Hole Capital Partners
Oklahoma
$3.7K
ACA
250
American Capital Advisory
Idaho
$3.7K