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Wells Fargo 7.5% Non Cumv Perp Conv

246 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, 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
JIC
76
JRM Investment Counsel
Nebraska
$2.33M
MA
77
Montag & Associates
Georgia
$2.29M
Osaic Holdings
78
Osaic Holdings
Arizona
$2.14M
MG
79
McHugh Group
Ohio
$2.02M
National Bank of Canada
80
National Bank of Canada
Quebec, Canada
$1.97M
FFA
81
Farther Finance Advisors
California
$1.94M
JSL
82
JT Stratford LLC
Georgia
$1.9M
Truist Financial
83
Truist Financial
North Carolina
$1.87M
MFG
84
Magnus Financial Group
New York
$1.87M
WSFS
85
Wilmington Savings Fund Society
Delaware
$1.84M
IA
86
Icon Advisers
Colorado
$1.8M
KFGK
87
Keystone Financial Group (Kentucky)
Kentucky
$1.67M
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$1.65M
AM
89
AGF Management
Ontario, Canada
$1.6M
WIM
90
Wittenberg Investment Management
Massachusetts
$1.57M
SEI Investments
91
SEI Investments
Pennsylvania
$1.5M
CIC
92
Chilton Investment Company
Connecticut
$1.49M
BCM
93
Bowie Capital Management
Texas
$1.48M
SA
94
Sanctuary Advisors
Indiana
$1.42M
AAMC
95
Asset Allocation & Management Company
Illinois
$1.36M
Ameriprise
96
Ameriprise
Minnesota
$1.34M
MCM
97
Marathon Capital Management
Maryland
$1.29M
Schroder Investment Management Group
98
Schroder Investment Management Group
United Kingdom
$1.28M
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$1.28M
SCM
100
Schnieders Capital Management
California
$1.28M