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Wells Fargo 7.5% Non Cumv Perp Conv

262 hedge funds and large institutions have $2.86B 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, 69 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
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
AWM
251
Activest Wealth Management
Florida
$8.48K
FM
252
Family Management
New York
$7.27K
GIA
253
GHP Investment Advisors
Colorado
$7.27K
CFFP
254
Center for Financial Planning
Michigan
$6.06K
CAIM
255
Catherine Avery Investment Management
Florida
$6.06K
EWA
256
EverSource Wealth Advisors
Alabama
$6.06K
FFL
257
Financial Freedom LLC
Ohio
$6.06K
ADL
258
Asset Dedication LLC
California
$3.64K
MWM
259
Mascoma Wealth Management
New Hampshire
$3.64K
JHCP
260
Jackson Hole Capital Partners
Oklahoma
$3.64K
ACA
261
American Capital Advisory
Idaho
$3.64K
LA
262
LM Advisors
California
$3.48K
NSIM
263
North Star Investment Management
Illinois
$2.42K
RIL
264
Rothschild Investment LLC
Illinois
$2.42K
SWM
265
Spire Wealth Management
Virginia
$2.42K
GRP
266
Global Retirement Partners
California
$2.42K
CA
267
CoreCap Advisors
Michigan
$2.42K
Lazard Asset Management
268
Lazard Asset Management
New York
$2
Kovitz Investment Group Partners
269
Kovitz Investment Group Partners
Illinois
SC
270
Searle & Co
Connecticut
Susquehanna International Group
271
Susquehanna International Group
Pennsylvania
EM
272
ELCO Management
New York
SW
273
Simplicity Wealth
New Jersey
BAG
274
Bridgewealth Advisory Group
California
GSC
275
Ground Swell Capital
South Carolina