WFC.PRL icon

Wells Fargo 7.5% Non Cumv Perp Conv

241 hedge funds and large institutions have $2.92B 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, 66 increasing their positions, 67 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:

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

63% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 27

Holders
241
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
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
MA
76
Montag & Associates
Georgia
$2.29M
Osaic Holdings
77
Osaic Holdings
Arizona
$2.14M
MG
78
McHugh Group
Ohio
$2.02M
National Bank of Canada
79
National Bank of Canada
Quebec, Canada
$1.97M
FFA
80
Farther Finance Advisors
California
$1.94M
JSL
81
JT Stratford LLC
Georgia
$1.9M
Truist Financial
82
Truist Financial
North Carolina
$1.87M
MFG
83
Magnus Financial Group
New York
$1.87M
WSFS
84
Wilmington Savings Fund Society
Delaware
$1.84M
IA
85
Icon Advisers
Colorado
$1.8M
KFGK
86
Keystone Financial Group (Kentucky)
Kentucky
$1.67M
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$1.65M
AM
88
AGF Management
Ontario, Canada
$1.6M
WIM
89
Wittenberg Investment Management
Massachusetts
$1.57M
SEI Investments
90
SEI Investments
Pennsylvania
$1.5M
CIC
91
Chilton Investment Company
Connecticut
$1.49M
BCM
92
Bowie Capital Management
Texas
$1.48M
AAMC
93
Asset Allocation & Management Company
Illinois
$1.36M
Ameriprise
94
Ameriprise
Minnesota
$1.34M
MCM
95
Marathon Capital Management
Maryland
$1.29M
Schroder Investment Management Group
96
Schroder Investment Management Group
United Kingdom
$1.28M
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$1.28M
SCM
98
Schnieders Capital Management
California
$1.28M
DADC
99
D.A. Davidson & Co
Montana
$1.27M
LA
100
LexAurum Advisors
Kansas
$1.2M