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WELLS FARGO 7.5% NON CUMV PERP CONV
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Overview Fund Activity

261 hedge funds and large institutions have $2.56B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 81 reducing their positions, and 12 closing their positions.

Holders
261
Holders Change
+3
Holders Change %
+1.16%
% of All Funds
3.51%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
22
Increased
59
Reduced
81
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
Mirae Asset Global ETFs Holdings
1
Mirae Asset Global ETFs Holdings
Hong Kong
$58.4M
2
MSL
2
Mackay Shields LLC
New York
$18.6M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$682M
4
Cohen & Steers
4
Cohen & Steers
New York
$11M
5
OA
5
Oxbow Advisors
Texas
$430K
Name Market Value Shares Shares
Change 		Shares
Change %
FM
251
Family Management
New York
$11.7K 10 +10 New
FWP
252
FAS Wealth Partners
Kansas
$10.6K 9 – –
RF
253
Rossby Financial
Florida
$9.39K 8 – –
AWM
254
Activest Wealth Management
Florida
$8.22K 7 – –
GIA
255
GHP Investment Advisors
Colorado
$7.05K 6 – –
EWA
256
EverSource Wealth Advisors
Alabama
$5.87K 5 – –
CFFP
257
Center for Financial Planning
Michigan
$5.87K 5 – –
ADL
258
Asset Dedication LLC
California
$3.52K 3 – –
ACA
259
American Capital Advisory
Idaho
$3.52K 3 – –
JHCP
260
Jackson Hole Capital Partners
Oklahoma
$3.52K 3 – –
MWM
261
Mascoma Wealth Management
New Hampshire
$3.52K 3 – –
SWM
262
Spire Wealth Management
Virginia
$2.35K 2 -13 -87%
NSIM
263
North Star Investment Management
Illinois
$2.35K 2 – –
RIL
264
Rothschild Investment LLC
Illinois
$2.35K 2 – –
HNB
265
Huntington National Bank
Ohio
$1.17K 1 -2 -67%
Lazard Asset Management
266
Lazard Asset Management
New York
$1K 145 – –
Amundi
267
Amundi
France
– – -4,799 Closed
JFG
268
Jefferies Financial Group
New York
– – -2,252 Closed
Macquarie Group
269
Macquarie Group
Australia
– – -1,558 Closed
Barclays
270
Barclays
United Kingdom
– – -1,204 Closed
SA
271
Strategic Advisors
New York
– – -197 Closed
PWAM
272
Private Wealth Asset Management
Iowa
– – -71 Closed
GFPC
273
Global Financial Private Client
Florida
– – -25 Closed
CCM
274
Coldstream Capital Management
Washington
– – -15 Closed
GA
275
GoalVest Advisory
New York
– – -15 Closed
8 9 10
11
12