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WELLS FARGO 7.5% NON CUMV PERP CONV
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Overview Fund Activity

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
–

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
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$32.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$18.6M
4
MSL
4
Mackay Shields LLC
New York
$18.6M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$682M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
51
Wells Fargo
California
$5.62M -$124K -106 -2%
HCM
52
Hudson Capital Management
New Jersey
$5.49M -$1.17K -1 -0%
PM
53
Phraction Management
Connecticut
$5.48M -$28.2K -24 -0.5%
Corient Private Wealth
54
Corient Private Wealth
Florida
$5.03M +$2.34M +1,993 +87%
NPF
55
Norris Perne & French
Michigan
$5.02M -$499K -425 -9%
HSBC Holdings
56
HSBC Holdings
United Kingdom
$4.7M +$4.47M +3,808 +1,983%
Mariner
57
Mariner
Kansas
$4.35M -$399K -340 -8%
Russell Investments Group
58
Russell Investments Group
United Kingdom
$4.27M +$294K +250,000 +7%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$4.17M +$385K +328 +10%
SAMC
60
Spectrum Asset Management (Connecticut)
Connecticut
$4.09M -$52.8K -45 -1%
LA
61
LM Advisors
California
$4.04M -$29.4K -25 -0.7%
Goldman Sachs
62
Goldman Sachs
New York
$3.85M -$5.87K -5 -0.2%
LTI
63
Laffer Tengler Investments
Tennessee
$3.83M -$105K -90 -3%
EIA
64
Edgemoor Investment Advisors
Maryland
$3.66M -$123K -105 -3%
AUIM
65
Aegon USA Investment Management
Iowa
$3.59M -$3.65M – –
DDPIC
66
Deroy & Devereaux Private Investment Counsel
Michigan
$3.55M +$35.2K +30 +1%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$3.53M -$39.9K -34 -1%
American Century Companies
68
American Century Companies
Missouri
$3.42M -$97.7K -83 -3%
SSWG
69
Seven Springs Wealth Group
Tennessee
$3.26M +$389K +331 +14%
WPP
70
Whalerock Point Partners
Rhode Island
$3.2M -$41.1K -35 -1%
KFGK
71
Keystone Financial Group (Kentucky)
Kentucky
$3.14M +$159K +140 +5%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$2.9M -$14.1K -12 -0.5%
Bessemer Group
73
Bessemer Group
New Jersey
$2.67M – – –
Calamos Advisors
74
Calamos Advisors
Illinois
$2.53M – – –
Kovitz Investment Group Partners
75
Kovitz Investment Group Partners
Illinois
$2.53M -$128K -109 -5%
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