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WELLS FARGO 7.5% NON CUMV PERP CONV
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Overview Fund Activity

258 hedge funds and large institutions have $2.9B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 77 reducing their positions, and 19 closing their positions.

Holders
258
Holders Change
+3
Holders Change %
+1.18%
% of All Funds
3.51%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
26
Increased
66
Reduced
77
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SA
1
Stonebridge Advisors
Connecticut
$78.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$53.4M
3
First Manhattan
3
First Manhattan
New York
$9.23M
4
ACM
4
Advent Capital Management
New York
$215M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$4.07M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$31.4M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$18M
3
State Street
3
State Street
Massachusetts
$69.2M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$9.42M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$709M
Name Market Value Shares Shares
Change 		Shares
Change %
Corient Private Wealth
76
Corient Private Wealth
Florida
$2.75M 2,287 -1,491 -39%
Bessemer Group
77
Bessemer Group
New Jersey
$2.73M 2,271 -1,516 -40%
Kovitz Investment Group Partners
78
Kovitz Investment Group Partners
Illinois
$2.72M 2,265 -1,226 -35%
JFG
79
Jefferies Financial Group
New York
$2.7M 2,252 -2,828 -56%
JPMorgan Chase & Co
80
JPMorgan Chase & Co
New York
$2.66M 2,217 +829 +60%
Calamos Advisors
81
Calamos Advisors
Illinois
$2.59M 2,158 – –
Neuberger Berman Group
82
Neuberger Berman Group
New York
$2.51M 2,092 -46 -2%
SL
83
Summitry LLC
California
$2.46M 2,048 -8 -0.4%
CRC
84
Curi RMB Capital
Illinois
$2.36M 1,966 +38 +2%
MA
85
Montag & Associates
Georgia
$2.27M 1,894 -50 -3%
CIBC Private Wealth Group
86
CIBC Private Wealth Group
Georgia
$2.25M 1,940 – –
CA
87
CSM Advisors
Pennsylvania
$2.1M 1,750 – –
MG
88
McHugh Group
Ohio
$1.99M 1,654 -10 -0.6%
EHC
89
Everett Harris & Co
California
$1.88M 1,566 +74 +5%
Macquarie Group
90
Macquarie Group
Australia
$1.87M 1,558 – –
WSFS
91
Wilmington Savings Fund Society
Delaware
$1.85M 1,537 – –
JSL
92
JT Stratford LLC
Georgia
$1.81M 1,510 +403 +36%
Jane Street
93
Jane Street
New York
$1.78M 1,486 +1,486 New
Truist Financial
94
Truist Financial
North Carolina
$1.72M 1,433 -57 -4%
MFG
95
Magnus Financial Group
New York
$1.69M 1,409 +28 +2%
National Bank of Canada
96
National Bank of Canada
Quebec, Canada
$1.64M 1,375 +5 +0.4%
VAS
97
Vestmark Advisory Solutions
Massachusetts
$1.6M 1,334 +686 +106%
PCMN
98
Paradigm Capital Management (Nevada)
Nevada
$1.57M 1,309 +71 +6%
WIM
99
Wittenberg Investment Management
Massachusetts
$1.55M 1,294 -109 -8%
Osaic Holdings
100
Osaic Holdings
Arizona
$1.53M 1,277 +221 +21%
2 3
4
5 6