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Wells Fargo 7.5% Non Cumv Perp Conv

261 hedge funds and large institutions have $2.85B invested in Wells Fargo 7.5% Non Cumv Perp Conv in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 77 increasing their positions, 68 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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 -$21.5M
2 -$19.5M
3 -$9.49M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$8.31M
5
Citigroup
Citigroup
New York
-$7.99M
Name Holding Trade Value Shares
Change
Change in
Stake
FM
251
Family Management
New York
$7.27K
GIA
252
GHP Investment Advisors
Colorado
$7.27K
CAIM
253
Catherine Avery Investment Management
Florida
$6.06K
CFFP
254
Center for Financial Planning
Michigan
$6.06K
FFL
255
Financial Freedom LLC
Ohio
$6.06K
EWA
256
EverSource Wealth Advisors
Alabama
$6.06K
ADL
257
Asset Dedication LLC
California
$3.64K
MWM
258
Mascoma Wealth Management
New Hampshire
$3.64K
JHCP
259
Jackson Hole Capital Partners
Oklahoma
$3.64K
ACA
260
American Capital Advisory
Idaho
$3.64K
LA
261
LM Advisors
California
$3.48K
RIL
262
Rothschild Investment LLC
Illinois
$2.42K
NSIM
263
North Star Investment Management
Illinois
$2.42K
SWM
264
Spire Wealth Management
Virginia
$2.42K
CA
265
CoreCap Advisors
Michigan
$2.42K
GRP
266
Global Retirement Partners
California
$2.42K
Lazard Asset Management
267
Lazard Asset Management
New York
$2
Kovitz Investment Group Partners
268
Kovitz Investment Group Partners
Illinois
SC
269
Searle & Co
Connecticut
Susquehanna International Group
270
Susquehanna International Group
Pennsylvania
EM
271
ELCO Management
New York
SW
272
Simplicity Wealth
New Jersey
BAG
273
Bridgewealth Advisory Group
California
GSC
274
Ground Swell Capital
South Carolina
CW
275
CreativeOne Wealth
Kansas