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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
NSIM
251
North Star Investment Management
Illinois
$2.47K
SWM
252
Spire Wealth Management
Virginia
$2.47K
RIL
253
Rothschild Investment LLC
Illinois
$2.47K
CPG
254
Cornerstone Planning Group
New Jersey
$494
Lazard Asset Management
255
Lazard Asset Management
New York
$2
Millennium Management
256
Millennium Management
New York
HSBC Holdings
257
HSBC Holdings
United Kingdom
American Century Companies
258
American Century Companies
Missouri
WPP
259
Whalerock Point Partners
Rhode Island
CA
260
CSM Advisors
Pennsylvania
EHC
261
Everett Harris & Co
California
Universal-Beteiligungs- und Servicegesellschaft
262
Universal-Beteiligungs- und Servicegesellschaft
Germany
SFA
263
Sequoia Financial Advisors
Ohio
HighTower Advisors
264
HighTower Advisors
Illinois
IAIM
265
International Assets Investment Management
Florida
Jane Street
266
Jane Street
New York
ACM
267
AlphaStar Capital Management
North Carolina
WW
268
Westshore Wealth
California
UBS AM
269
UBS AM
Illinois
GWMR
270
GC Wealth Management RIA
Massachusetts
EH
271
Equitable Holdings
New York
AA
272
AQR Arbitrage
Connecticut
FAIM
273
Financial Advocates Investment Management
Washington
WAM
274
Wolverine Asset Management
Illinois
PSFG
275
Park Square Financial Group
Georgia