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WELLS FARGO 7.5% NON CUMV PERP CONV
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Overview Fund Activity

261 hedge funds and large institutions have $2.56B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 81 reducing their positions, and 12 closing their positions.

Holders
261
Holders Change
+3
Holders Change %
+1.16%
% of All Funds
3.51%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
22
Increased
59
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
MSL
2
Mackay Shields LLC
New York
$18.6M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$682M
4
Cohen & Steers
4
Cohen & Steers
New York
$11M
5
OA
5
Oxbow Advisors
Texas
$430K
Name Market Value Shares Shares
Change 		Shares
Change %
KIA
26
KCM Investment Advisors
California
$13.7M 11,637 -12 -0.1%
KAS
27
Kestra Advisory Services
Texas
$11.9M 10,114 +174 +2%
Cohen & Steers
28
Cohen & Steers
New York
$11M 9,386 -7,463 -44%
PCM
29
Palisade Capital Management
New Jersey
$10.3M 8,826 -444 -5%
AllianceBernstein
30
AllianceBernstein
Tennessee
$10.1M 8,597 -400 -4%
SWP
31
Stratos Wealth Partners
Ohio
$10.1M 8,568 -144 -2%
Raymond James Financial
32
Raymond James Financial
Florida
$9.94M 8,464 +65 +0.8%
RA
33
Rational Advisors
New York
$9.63M 8,200 +400 +5%
RCM
34
RB Capital Management
Nevada
$9.53M 8,119 +64 +0.8%
CIC
35
Crawford Investment Counsel
Georgia
$9.28M 7,913 -64 -0.8%
Stifel Financial
36
Stifel Financial
Missouri
$9.25M 7,878 +287 +4%
Lord, Abbett & Co
37
Lord, Abbett & Co
New Jersey
– – – –
UBS Group
38
UBS Group
Switzerland
$8.79M 7,488 +109 +1%
First Manhattan
39
First Manhattan
New York
$8.68M 7,395 -290 -4%
UIA
40
Ulland Investment Advisors
Minnesota
$8.47M 7,212 +3,812 +112%
LPL Financial
41
LPL Financial
California
$8.05M 6,854 +94 +1%
Citigroup
42
Citigroup
New York
$7.59M 6,462 -97 -1%
CI
43
Conning Inc
Connecticut
$7.09M 6,065 – –
PMAM
44
Penn Mutual Asset Management
Pennsylvania
$7.04M 6,000 – –
Wellington Management Group
45
Wellington Management Group
Massachusetts
$6.84M 5,860 – –
KAM
46
Knightsbridge Asset Management
California
$6.81M 5,796 +340 +6%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$6.26M 5,329 -81 -1%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$6.19M 5,270 +135 +3%
WAMC
49
Western Asset Management Company
California
$5.83M 4,965 – –
Wells Fargo
50
Wells Fargo
California
$5.62M 4,785 -106 -2%
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