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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 %
HCM
51
Hudson Capital Management
New Jersey
$5.49M 4,678 -1 -0%
PM
52
Phraction Management
Connecticut
$5.48M 4,665 -24 -0.5%
Corient Private Wealth
53
Corient Private Wealth
Florida
$5.03M 4,280 +1,993 +87%
NPF
54
Norris Perne & French
Michigan
$5.02M 4,279 -425 -9%
HSBC Holdings
55
HSBC Holdings
United Kingdom
$4.7M 4,000 +3,808 +1,983%
Mariner
56
Mariner
Kansas
$4.35M 3,701 -340 -8%
Russell Investments Group
57
Russell Investments Group
United Kingdom
$4.27M 3,639,000 +250,000 +7%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$4.17M 3,550 +328 +10%
SAMC
59
Spectrum Asset Management (Connecticut)
Connecticut
$4.09M 3,487 -45 -1%
LA
60
LM Advisors
California
$4.04M 3,442 -25 -0.7%
Goldman Sachs
61
Goldman Sachs
New York
$3.85M 3,280 -5 -0.2%
LTI
62
Laffer Tengler Investments
Tennessee
$3.83M 3,300 -90 -3%
EIA
63
Edgemoor Investment Advisors
Maryland
$3.66M 3,120 -105 -3%
AUIM
64
Aegon USA Investment Management
Iowa
– – – –
DDPIC
65
Deroy & Devereaux Private Investment Counsel
Michigan
$3.55M 3,019 +30 +1%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$3.53M 3,003 -34 -1%
American Century Companies
67
American Century Companies
Missouri
$3.42M 2,908 -83 -3%
SSWG
68
Seven Springs Wealth Group
Tennessee
$3.26M 2,776 +331 +14%
WPP
69
Whalerock Point Partners
Rhode Island
$3.2M 2,725 -35 -1%
KFGK
70
Keystone Financial Group (Kentucky)
Kentucky
$3.14M 2,767 +140 +5%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$2.9M 2,467 -12 -0.5%
Bessemer Group
72
Bessemer Group
New Jersey
$2.67M 2,271 – –
Calamos Advisors
73
Calamos Advisors
Illinois
$2.53M 2,158 – –
Kovitz Investment Group Partners
74
Kovitz Investment Group Partners
Illinois
$2.53M 2,156 -109 -5%
JIC
75
JRM Investment Counsel
Nebraska
$2.46M 2,099 -4,725 -69%
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