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Wells Fargo 7.5% Non Cumv Perp Conv

262 hedge funds and large institutions have $2.86B 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, 69 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
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
MCM
101
Marathon Capital Management
Maryland
$1.25M
SCM
102
Schnieders Capital Management
California
$1.25M
William Blair & Company
103
William Blair & Company
Illinois
$1.19M
PCMN
104
Paradigm Capital Management (Nevada)
Nevada
$1.16M
BIMC
105
Benson Investment Management Company
Virginia
$1.16M
SG
106
StoneX Group
New York
$1.15M
US Bancorp
107
US Bancorp
Minnesota
$1.1M
SWM
108
Shrier Wealth Management
California
$1.09M
RWM
109
Ritholtz Wealth Management
New York
$1.08M
KLWA
110
Kelly Lawrence W & Associates
California
$1.08M
CPW
111
Cove Private Wealth
New York
$1.07M
EPW
112
Evolve Private Wealth
California
$1.07M
CPBTD
113
Central Pacific Bank - Trust Division
Hawaii
$1.02M
MWP
114
Momentum Wealth Planning
Florida
$1.02M
IRM
115
Income Research & Management
Massachusetts
$974K
MIA
116
MeadowBrook Investment Advisors
Michigan
$953K
FFA
117
First Foundation Advisors
California
$937K
HPWM
118
High Point Wealth Management
New Jersey
$933K
JP Morgan Chase
119
JP Morgan Chase
New York
$904K
FCMC
120
Founders Capital Management (Connecticut)
Connecticut
$898K
SAM
121
Seelaus Asset Management
New Jersey
$886K
IAIM
122
International Assets Investment Management
Florida
$877K
Cetera Investment Advisers
123
Cetera Investment Advisers
Illinois
$877K
CFS
124
Coordinated Financial Services
Colorado
$860K
AF
125
Apollon Financial
South Carolina
$820K