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Wells Fargo 7.5% Non Cumv Perp Conv

246 hedge funds and large institutions have $2.93B invested in Wells Fargo 7.5% Non Cumv Perp Conv in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 67 increasing their positions, 68 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

63% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 27

Holders
246
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PM
51
Phraction Management
Connecticut
$5.76M
Wells Fargo
52
Wells Fargo
California
$5.74M
KAM
53
Knightsbridge Asset Management
California
$4.96M
NPF
54
Norris Perne & French
Michigan
$4.8M
Mariner
55
Mariner
Kansas
$4.69M
Russell Investments Group
56
Russell Investments Group
United Kingdom
$4.49M
SAMC
57
Spectrum Asset Management (Connecticut)
Connecticut
$4.3M
LA
58
LM Advisors
California
$4.27M
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$4.21M
LTI
60
Laffer Tengler Investments
Tennessee
$4.09M
Goldman Sachs
61
Goldman Sachs
New York
$4.05M
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$3.77M
EIA
63
Edgemoor Investment Advisors
Maryland
$3.74M
SSWG
64
Seven Springs Wealth Group
Tennessee
$3.72M
DDPIC
65
Deroy & Devereaux Private Investment Counsel
Michigan
$3.71M
AUIM
66
Aegon USA Investment Management
Iowa
$3.55M
CRC
67
Curi RMB Capital
Illinois
$3.04M
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$3.03M
Corient Private Wealth
69
Corient Private Wealth
Florida
$2.98M
Bessemer Group
70
Bessemer Group
New Jersey
$2.8M
Neuberger Berman Group
71
Neuberger Berman Group
New York
$2.68M
Calamos Advisors
72
Calamos Advisors
Illinois
$2.57M
Kovitz Investment Group Partners
73
Kovitz Investment Group Partners
Illinois
$2.55M
SL
74
Summitry LLC
California
$2.46M
CIBC Private Wealth Group
75
CIBC Private Wealth Group
Georgia
$2.39M