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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
William Blair & Company
101
William Blair & Company
Illinois
$1.19M
PCMN
102
Paradigm Capital Management (Nevada)
Nevada
$1.16M
BIMC
103
Benson Investment Management Company
Virginia
$1.16M
SG
104
StoneX Group
New York
$1.15M
US Bancorp
105
US Bancorp
Minnesota
$1.1M
SWM
106
Shrier Wealth Management
California
$1.09M
RWM
107
Ritholtz Wealth Management
New York
$1.08M
KLWA
108
Kelly Lawrence W & Associates
California
$1.08M
CPW
109
Cove Private Wealth
New York
$1.07M
EPW
110
Evolve Private Wealth
California
$1.07M
CPBTD
111
Central Pacific Bank - Trust Division
Hawaii
$1.02M
MWP
112
Momentum Wealth Planning
Florida
$1.02M
IRM
113
Income Research & Management
Massachusetts
$974K
MIA
114
MeadowBrook Investment Advisors
Michigan
$953K
FFA
115
First Foundation Advisors
California
$937K
HPWM
116
High Point Wealth Management
New Jersey
$933K
JP Morgan Chase
117
JP Morgan Chase
New York
$904K
FCMC
118
Founders Capital Management (Connecticut)
Connecticut
$898K
SAM
119
Seelaus Asset Management
New Jersey
$886K
IAIM
120
International Assets Investment Management
Florida
$877K
Cetera Investment Advisers
121
Cetera Investment Advisers
Illinois
$877K
CFS
122
Coordinated Financial Services
Colorado
$860K
AF
123
Apollon Financial
South Carolina
$820K
HF
124
HRT Financial
New York
$818K
BAM
125
BOS Asset Management
Illinois
$797K