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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
101
SEI Investments
Pennsylvania
$1.47M +$26.4K +22 +2%
Barclays
102
Barclays
United Kingdom
$1.45M +$836K +696 +137%
BCM
103
Bowie Capital Management
Texas
$1.44M – – –
CPW
104
Cove Private Wealth
New York
$1.4M – – –
MCM
105
Marathon Capital Management
Maryland
$1.37M -$18K -15 -1%
AF
106
Apollon Financial
South Carolina
$1.32M -$7.2K -6 -0.5%
GL
107
Graypoint LLC
New York
$1.29M – – –
RWM
108
Ritholtz Wealth Management
New York
$1.27M +$1.27M +1,060 New
Schroder Investment Management Group
109
Schroder Investment Management Group
United Kingdom
$1.25M -$150K -125 -11%
SCM
110
Schnieders Capital Management
California
$1.24M -$390K -325 -24%
DADC
111
D.A. Davidson & Co
Montana
$1.21M +$9.61K +8 +0.8%
Ameriprise
112
Ameriprise
Minnesota
$1.21M +$79.7K +66 +7%
LA
113
LexAurum Advisors
Kansas
$1.16M +$57.6K +48 +5%
HighTower Advisors
114
HighTower Advisors
Illinois
$1.15M +$293K +244 +34%
CIC
115
Chilton Investment Company
Connecticut
$1.15M -$222K -185 -16%
SG
116
StoneX Group
New York
$1.1M -$113K -94 -9%
KLWA
117
Kelly Lawrence W & Associates
California
$1.07M – – –
FCMC
118
Founders Capital Management (Connecticut)
Connecticut
$1.06M -$52.8K -44 -5%
FFA
119
First Foundation Advisors
California
$1.03M -$13.2K -11 -1%
CPBTD
120
Central Pacific Bank - Trust Division
Hawaii
$1.01M -$64.8K -54 -6%
US Bancorp
121
US Bancorp
Minnesota
$973K -$56.4K -47 -5%
MIA
122
MeadowBrook Investment Advisors
Michigan
$941K +$12K +10 +1%
CPIG
123
Chicago Partners Investment Group
Illinois
$941K -$12.9K -11 -1%
SFA
124
Sequoia Financial Advisors
Ohio
$905K – – –
SAM
125
Seelaus Asset Management
New Jersey
$890K -$3.6K -3 -0.4%
3 4
5
6 7