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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
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
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$32.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$18.6M
4
MSL
4
Mackay Shields LLC
New York
$18.6M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$682M
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
251
Howe & Rusling
New York
$11.7K – – –
PA
252
Parallel Advisors
California
$11.7K – – –
SIS
253
Sound Income Strategies
Florida
$11.7K – – –
FM
254
Family Management
New York
$11.7K +$11.7K +10 New
GIM
255
Glenmede Investment Management
Pennsylvania
$11.7K +$11.7K +10 New
FWP
256
FAS Wealth Partners
Kansas
$10.6K – – –
RF
257
Rossby Financial
Florida
$9.39K – – –
AWM
258
Activest Wealth Management
Florida
$8.22K – – –
GIA
259
GHP Investment Advisors
Colorado
$7.05K – – –
CFFP
260
Center for Financial Planning
Michigan
$5.87K – – –
EWA
261
EverSource Wealth Advisors
Alabama
$5.87K – – –
ADL
262
Asset Dedication LLC
California
$3.52K – – –
ACA
263
American Capital Advisory
Idaho
$3.52K – – –
MWM
264
Mascoma Wealth Management
New Hampshire
$3.52K – – –
JHCP
265
Jackson Hole Capital Partners
Oklahoma
$3.52K – – –
SWM
266
Spire Wealth Management
Virginia
$2.35K -$15.3K -13 -87%
RIL
267
Rothschild Investment LLC
Illinois
$2.35K – – –
NSIM
268
North Star Investment Management
Illinois
$2.35K – – –
HNB
269
Huntington National Bank
Ohio
$1.17K -$2.34K -2 -67%
Lazard Asset Management
270
Lazard Asset Management
New York
$1K – – –
Amundi
271
Amundi
France
– -$5.66M -4,799 Closed
JFG
272
Jefferies Financial Group
New York
– -$2.7M -2,252 Closed
Macquarie Group
273
Macquarie Group
Australia
– -$1.87M -1,558 Closed
Barclays
274
Barclays
United Kingdom
– -$1.45M -1,204 Closed
SA
275
Strategic Advisors
New York
– -$236K -197 Closed
8 9 10
11
12