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Wells Fargo 7.5% Non Cumv Perp Conv

246 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 10 funds opening new positions, 67 increasing their positions, 68 reducing their positions, and 27 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)

63% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 27

Holders
246
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
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
251
Rothschild Investment LLC
Illinois
$2.47K
CPG
252
Cornerstone Planning Group
New Jersey
$494
Lazard Asset Management
253
Lazard Asset Management
New York
$2
Millennium Management
254
Millennium Management
New York
HSBC Holdings
255
HSBC Holdings
United Kingdom
American Century Companies
256
American Century Companies
Missouri
WPP
257
Whalerock Point Partners
Rhode Island
CA
258
CSM Advisors
Pennsylvania
EHC
259
Everett Harris & Co
California
Universal-Beteiligungs- und Servicegesellschaft
260
Universal-Beteiligungs- und Servicegesellschaft
Germany
SFA
261
Sequoia Financial Advisors
Ohio
HighTower Advisors
262
HighTower Advisors
Illinois
IAIM
263
International Assets Investment Management
Florida
Jane Street
264
Jane Street
New York
ACM
265
AlphaStar Capital Management
North Carolina
WW
266
Westshore Wealth
California
UBS AM
267
UBS AM
Illinois
GWMR
268
GC Wealth Management RIA
Massachusetts
EH
269
Equitable Holdings
New York
AA
270
AQR Arbitrage
Connecticut
FAIM
271
Financial Advocates Investment Management
Washington
WAM
272
Wolverine Asset Management
Illinois
PSFG
273
Park Square Financial Group
Georgia
GWM
274
Geneos Wealth Management
Colorado
MYIA
275
Mount Yale Investment Advisors
Colorado