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Wells Fargo 7.5% Non Cumv Perp Conv

246 hedge funds and large institutions have $2.93B 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, 67 increasing their positions, 68 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:

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

63% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 27

Holders
246
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
DADC
101
D.A. Davidson & Co
Montana
$1.27M
LA
102
LexAurum Advisors
Kansas
$1.2M
PCMN
103
Paradigm Capital Management (Nevada)
Nevada
$1.19M
BIMC
104
Benson Investment Management Company
Virginia
$1.18M
SG
105
StoneX Group
New York
$1.17M
FFA
106
First Foundation Advisors
California
$1.16M
US Bancorp
107
US Bancorp
Minnesota
$1.12M
RWM
108
Ritholtz Wealth Management
New York
$1.1M
KLWA
109
Kelly Lawrence W & Associates
California
$1.1M
CPW
110
Cove Private Wealth
New York
$1.09M
AF
111
Apollon Financial
South Carolina
$1.07M
CPBTD
112
Central Pacific Bank - Trust Division
Hawaii
$1.04M
MWP
113
Momentum Wealth Planning
Florida
$1.01M
MIA
114
MeadowBrook Investment Advisors
Michigan
$994K
FCMC
115
Founders Capital Management (Connecticut)
Connecticut
$973K
JP Morgan Chase
116
JP Morgan Chase
New York
$969K
William Blair & Company
117
William Blair & Company
Illinois
$969K
SAM
118
Seelaus Asset Management
New Jersey
$915K
CPIG
119
Chicago Partners Investment Group
Illinois
$912K
VHAM
120
Van Hulzen Asset Management
California
$837K
Cetera Investment Advisers
121
Cetera Investment Advisers
Illinois
$820K
BAM
122
BOS Asset Management
Illinois
$812K
CFS
123
Coordinated Financial Services
Colorado
$808K
NW
124
NewEdge Wealth
Pennsylvania
$803K
Aristotle Capital Management
125
Aristotle Capital Management
California
$802K