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Wells Fargo 7.5% Non Cumv Perp Conv

258 hedge funds and large institutions have $2.84B invested in Wells Fargo 7.5% Non Cumv Perp Conv in 2025 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 76 increasing their positions, 69 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$21.5M
2 -$19.5M
3 -$9.49M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$8.31M
5
Citigroup
Citigroup
New York
-$7.99M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
76
Osaic Holdings
Arizona
$2.32M
IA
77
Icon Advisers
Colorado
$2.31M
MA
78
Montag & Associates
Georgia
$2.25M
JIC
79
JRM Investment Counsel
Nebraska
$2.24M
Corient Private Wealth
80
Corient Private Wealth
Florida
$2.16M
AWA
81
Arkadios Wealth Advisors
Georgia
$1.96M
MG
82
McHugh Group
Ohio
$1.95M
National Bank of Canada
83
National Bank of Canada
Quebec, Canada
$1.89M
Schroder Investment Management Group
84
Schroder Investment Management Group
United Kingdom
$1.84M
MFG
85
Magnus Financial Group
New York
$1.83M
WSFS
86
Wilmington Savings Fund Society
Delaware
$1.81M
JSL
87
JT Stratford LLC
Georgia
$1.76M
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$1.62M
AM
89
AGF Management
Ontario, Canada
$1.58M
SEI Investments
90
SEI Investments
Pennsylvania
$1.53M
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$1.5M
BCM
92
Bowie Capital Management
Texas
$1.45M
Cerity Partners
93
Cerity Partners
New York
$1.41M
WIM
94
Wittenberg Investment Management
Massachusetts
$1.4M
SA
95
Sanctuary Advisors
Indiana
$1.4M
P
96
&Partners
Tennessee
$1.39M
AAMC
97
Asset Allocation & Management Company
Illinois
$1.33M
DADC
98
D.A. Davidson & Co
Montana
$1.28M
MCM
99
Marathon Capital Management
Maryland
$1.25M
SCM
100
Schnieders Capital Management
California
$1.25M