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WELLS FARGO 7.5% NON CUMV PERP CONV

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
3.56%
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
Name Holding Trade Value Shares
Change
Shares
Change %
GGS
26
Galvin Gaustad & Stein
Arizona
$14.4M -$234K -199 -2%
KIA
27
KCM Investment Advisors
California
$13.7M -$14.1K -12 -0.1%
KAS
28
Kestra Advisory Services
Texas
$11.9M +$204K +174 +2%
Cohen & Steers
29
Cohen & Steers
New York
$11M -$8.76M -7,463 -44%
PCM
30
Palisade Capital Management
New Jersey
$10.3M -$519K -444 -5%
AllianceBernstein
31
AllianceBernstein
Tennessee
$10.1M -$470K -400 -4%
SWP
32
Stratos Wealth Partners
Ohio
$10.1M -$169K -144 -2%
Raymond James Financial
33
Raymond James Financial
Florida
$9.94M +$76.3K +65 +0.8%
RA
34
Rational Advisors
New York
$9.63M +$470K +400 +5%
RCM
35
RB Capital Management
Nevada
$9.53M +$75.1K +64 +0.8%
CIC
36
Crawford Investment Counsel
Georgia
$9.28M -$75.1K -64 -0.8%
Stifel Financial
37
Stifel Financial
Missouri
$9.25M +$337K +287 +4%
Lord, Abbett & Co
38
Lord, Abbett & Co
New Jersey
$8.92M -$9.42M
UBS Group
39
UBS Group
Switzerland
$8.79M +$128K +109 +1%
First Manhattan
40
First Manhattan
New York
$8.68M -$340K -290 -4%
UIA
41
Ulland Investment Advisors
Minnesota
$8.47M +$4.48M +3,812 +112%
LPL Financial
42
LPL Financial
California
$8.05M +$110K +94 +1%
Citigroup
43
Citigroup
New York
$7.59M -$114K -97 -1%
CI
44
Conning Inc
Connecticut
$7.09M
PMAM
45
Penn Mutual Asset Management
Pennsylvania
$7.04M
Wellington Management Group
46
Wellington Management Group
Massachusetts
$6.84M
KAM
47
Knightsbridge Asset Management
California
$6.81M +$399K +340 +6%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$6.26M -$95.1K -81 -1%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$6.19M +$159K +135 +3%
WAMC
50
Western Asset Management Company
California
$5.83M