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Wells Fargo 7.5% Non Cumv Perp Conv

241 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, 66 increasing their positions, 67 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:

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

63% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 27

Holders
241
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
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
PCMN
101
Paradigm Capital Management (Nevada)
Nevada
$1.19M
BIMC
102
Benson Investment Management Company
Virginia
$1.18M
SG
103
StoneX Group
New York
$1.17M
FFA
104
First Foundation Advisors
California
$1.16M
US Bancorp
105
US Bancorp
Minnesota
$1.12M
RWM
106
Ritholtz Wealth Management
New York
$1.1M
KLWA
107
Kelly Lawrence W & Associates
California
$1.1M
CPW
108
Cove Private Wealth
New York
$1.09M
AF
109
Apollon Financial
South Carolina
$1.07M
CPBTD
110
Central Pacific Bank - Trust Division
Hawaii
$1.04M
MWP
111
Momentum Wealth Planning
Florida
$1.01M
MIA
112
MeadowBrook Investment Advisors
Michigan
$994K
FCMC
113
Founders Capital Management (Connecticut)
Connecticut
$973K
JP Morgan Chase
114
JP Morgan Chase
New York
$969K
William Blair & Company
115
William Blair & Company
Illinois
$969K
SAM
116
Seelaus Asset Management
New Jersey
$915K
CPIG
117
Chicago Partners Investment Group
Illinois
$912K
VHAM
118
Van Hulzen Asset Management
California
$837K
Cetera Investment Advisers
119
Cetera Investment Advisers
Illinois
$820K
BAM
120
BOS Asset Management
Illinois
$812K
CFS
121
Coordinated Financial Services
Colorado
$808K
NW
122
NewEdge Wealth
Pennsylvania
$803K
Aristotle Capital Management
123
Aristotle Capital Management
California
$802K
PCM
124
Pennsylvania Capital Management
Pennsylvania
$796K
ICM
125
Islay Capital Management
Texas
$784K