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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 %
Neuberger Berman Group
76
Neuberger Berman Group
New York
$2.44M 2,074 -18 -0.9%
CRC
77
Curi RMB Capital
Illinois
$2.4M 2,041 +75 +4%
SL
78
Summitry LLC
California
$2.37M 2,022 -26 -1%
MA
79
Montag & Associates
Georgia
$2.18M 1,854 -40 -2%
JPMorgan Chase & Co
80
JPMorgan Chase & Co
New York
$2.08M 1,770 -447 -20%
CA
81
CSM Advisors
Pennsylvania
$2.06M 1,750 – –
AM
82
AGF Management
Ontario, Canada
$2M 1,700 -600 -26%
MG
83
McHugh Group
Ohio
$1.94M 1,654 – –
National Bank of Canada
84
National Bank of Canada
Quebec, Canada
$1.93M 1,648 +273 +20%
EHC
85
Everett Harris & Co
California
$1.84M 1,566 – –
WSFS
86
Wilmington Savings Fund Society
Delaware
$1.8M 1,537 – –
JSL
87
JT Stratford LLC
Georgia
$1.69M 1,438 -72 -5%
Truist Financial
88
Truist Financial
North Carolina
$1.65M 1,406 -27 -2%
MFG
89
Magnus Financial Group
New York
$1.6M 1,366 -43 -3%
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$1.6M 1,356 +928 +217%
WIM
91
Wittenberg Investment Management
Massachusetts
$1.52M 1,294 – –
SEI Investments
92
SEI Investments
Pennsylvania
$1.43M 1,216 -10 -0.8%
BCM
93
Bowie Capital Management
Texas
$1.41M 1,200 – –
Universal-Beteiligungs- und Servicegesellschaft
94
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.38M 1,179 +1,179 New
IA
95
Icon Advisers
Colorado
$1.31M 1,112 -1,232 -53%
PCMN
96
Paradigm Capital Management (Nevada)
Nevada
$1.3M 1,104 -205 -16%
AAMC
97
Asset Allocation & Management Company
Illinois
$1.29M 1,100 +1,100 New
RWM
98
Ritholtz Wealth Management
New York
$1.28M 1,088 +28 +3%
MCM
99
Marathon Capital Management
Maryland
$1.23M 1,047 -95 -8%
SCM
100
Schnieders Capital Management
California
$1.21M 1,033 – –
2 3
4
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