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Wells Fargo 7.5% Non Cumv Perp Conv

261 hedge funds and large institutions have $2.85B invested in Wells Fargo 7.5% Non Cumv Perp Conv in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 77 increasing their positions, 68 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
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
SCM
101
Schnieders Capital Management
California
$1.25M
William Blair & Company
102
William Blair & Company
Illinois
$1.19M
PCMN
103
Paradigm Capital Management (Nevada)
Nevada
$1.16M
BIMC
104
Benson Investment Management Company
Virginia
$1.16M
SG
105
StoneX Group
New York
$1.15M
US Bancorp
106
US Bancorp
Minnesota
$1.1M
SWM
107
Shrier Wealth Management
California
$1.09M
RWM
108
Ritholtz Wealth Management
New York
$1.08M
KLWA
109
Kelly Lawrence W & Associates
California
$1.08M
CPW
110
Cove Private Wealth
New York
$1.07M
EPW
111
Evolve Private Wealth
California
$1.07M
CPBTD
112
Central Pacific Bank - Trust Division
Hawaii
$1.02M
MWP
113
Momentum Wealth Planning
Florida
$1.02M
IRM
114
Income Research & Management
Massachusetts
$974K
MIA
115
MeadowBrook Investment Advisors
Michigan
$953K
FFA
116
First Foundation Advisors
California
$937K
HPWM
117
High Point Wealth Management
New Jersey
$933K
JP Morgan Chase
118
JP Morgan Chase
New York
$904K
FCMC
119
Founders Capital Management (Connecticut)
Connecticut
$898K
SAM
120
Seelaus Asset Management
New Jersey
$886K
IAIM
121
International Assets Investment Management
Florida
$877K
Cetera Investment Advisers
122
Cetera Investment Advisers
Illinois
$877K
CFS
123
Coordinated Financial Services
Colorado
$860K
AF
124
Apollon Financial
South Carolina
$820K
HF
125
HRT Financial
New York
$818K