WFC.PRL icon

WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL

Overview Fund Activity

265 hedge funds and large institutions have $2.78B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 60 increasing their positions, 81 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+7
Holders Change %
+2.71%
% of All Funds
3.56%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
23
Increased
60
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
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$32.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$18.6M
4
MSL
4
Mackay Shields LLC
New York
$18.6M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$682M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
76
JRM Investment Counsel
Nebraska
$2.46M -$5.55M -4,725 -69%
Neuberger Berman Group
77
Neuberger Berman Group
New York
$2.44M -$21.1K -18 -0.9%
CRC
78
Curi RMB Capital
Illinois
$2.4M +$88.1K +75 +4%
SL
79
Summitry LLC
California
$2.37M -$30.5K -26 -1%
CIBC Private Wealth Group
80
CIBC Private Wealth Group
Georgia
$2.28M – – –
MA
81
Montag & Associates
Georgia
$2.18M -$47K -40 -2%
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$2.08M -$525K -447 -20%
CA
83
CSM Advisors
Pennsylvania
$2.06M – – –
AM
84
AGF Management
Ontario, Canada
$2M -$704K -600 -26%
MG
85
McHugh Group
Ohio
$1.94M – – –
National Bank of Canada
86
National Bank of Canada
Quebec, Canada
$1.93M +$319K +273 +20%
EHC
87
Everett Harris & Co
California
$1.84M – – –
WSFS
88
Wilmington Savings Fund Society
Delaware
$1.8M – – –
JSL
89
JT Stratford LLC
Georgia
$1.69M -$84.5K -72 -5%
Truist Financial
90
Truist Financial
North Carolina
$1.65M -$31.7K -27 -2%
MFG
91
Magnus Financial Group
New York
$1.6M -$50.5K -43 -3%
Wealth Enhancement Advisory Services
92
Wealth Enhancement Advisory Services
Minnesota
$1.6M +$1.1M +928 +217%
WIM
93
Wittenberg Investment Management
Massachusetts
$1.52M – – –
SEI Investments
94
SEI Investments
Pennsylvania
$1.43M -$11.7K -10 -0.8%
BCM
95
Bowie Capital Management
Texas
$1.41M – – –
Universal-Beteiligungs- und Servicegesellschaft
96
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.38M +$1.38M +1,179 New
IA
97
Icon Advisers
Colorado
$1.31M -$1.45M -1,232 -53%
PCMN
98
Paradigm Capital Management (Nevada)
Nevada
$1.3M -$241K -205 -16%
AAMC
99
Asset Allocation & Management Company
Illinois
$1.29M +$1.29M +1,100 New
RWM
100
Ritholtz Wealth Management
New York
$1.28M +$32.9K +28 +3%
2 3
4
5 6