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WELLS FARGO 7.5% NON CUMV PERP CONV
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Overview Fund Activity

258 hedge funds and large institutions have $2.9B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 77 reducing their positions, and 19 closing their positions.

Holders
258
Holders Change
+3
Holders Change %
+1.18%
% of All Funds
3.51%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
26
Increased
66
Reduced
77
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SA
1
Stonebridge Advisors
Connecticut
$78.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$53.4M
3
First Manhattan
3
First Manhattan
New York
$9.23M
4
ACM
4
Advent Capital Management
New York
$215M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$4.07M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$31.4M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$18M
3
State Street
3
State Street
Massachusetts
$69.2M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$9.42M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$709M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
51
Wells Fargo
California
$5.87M 4,891 +42 +0.9%
Amundi
52
Amundi
France
$5.66M 4,799 – –
NPF
53
Norris Perne & French
Michigan
$5.65M 4,704 -72 -2%
PM
54
Phraction Management
Connecticut
$5.63M 4,689 -8 -0.2%
HCM
55
Hudson Capital Management
New Jersey
$5.62M 4,679 +89 +2%
Mariner
56
Mariner
Kansas
$4.85M 4,041 +209 +5%
SAMC
57
Spectrum Asset Management (Connecticut)
Connecticut
$4.24M 3,532 – –
LA
58
LM Advisors
California
$4.16M 3,467 +25 +0.7%
UIA
59
Ulland Investment Advisors
Minnesota
$4.08M 3,400 -6,587 -66%
Russell Investments Group
60
Russell Investments Group
United Kingdom
$4.07M 3,389,000 +3,389,000 New
LTI
61
Laffer Tengler Investments
Tennessee
$4.06M 3,390 +10 +0.3%
Goldman Sachs
62
Goldman Sachs
New York
$3.94M 3,285 +5 +0.2%
EIA
63
Edgemoor Investment Advisors
Maryland
$3.87M 3,225 -138 -4%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$3.87M 3,222 +415 +15%
AUIM
65
Aegon USA Investment Management
Iowa
– – – –
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$3.65M 3,037 -116 -4%
American Century Companies
67
American Century Companies
Missouri
$3.61M 2,991 -354 -11%
DDPIC
68
Deroy & Devereaux Private Investment Counsel
Michigan
$3.59M 2,989 -63 -2%
WPP
69
Whalerock Point Partners
Rhode Island
$3.31M 2,760 +85 +3%
KFGK
70
Keystone Financial Group (Kentucky)
Kentucky
$3.12M 2,627 -501 -16%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$2.98M 2,479 -218 -8%
SSWG
72
Seven Springs Wealth Group
Tennessee
$2.94M 2,445 -211 -8%
IA
73
Icon Advisers
Colorado
$2.81M 2,344 -845 -26%
CAM
74
Camden Asset Management
California
$2.78M 2,314 -2,500 -52%
AM
75
AGF Management
Ontario, Canada
$2.76M 2,300 – –
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3
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