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Wells Fargo 7.5% Non Cumv Perp Conv

246 hedge funds and large institutions have $2.92B 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
PCM
126
Pennsylvania Capital Management
Pennsylvania
$796K
ICM
127
Islay Capital Management
Texas
$784K
VAS
128
Vestmark Advisory Solutions
Massachusetts
$773K
CCM
129
Chilton Capital Management
Texas
$766K
UIA
130
Ulland Investment Advisors
Minnesota
$746K
P
131
&Partners
Tennessee
$741K
IC
132
IEQ Capital
California
$712K
BC
133
Bowman & Company
Wisconsin
$710K
SC
134
Searle & Co
Connecticut
$707K
WS
135
Wedbush Securities
California
$701K
SWA
136
Stratos Wealth Advisors
Ohio
$700K
WTC
137
WhitTier Trust Company
Nevada
$679K
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$674K
IWN
139
Independent Wealth Network
Iowa
$650K
PFA
140
Pathway Financial Advisers
Indiana
$630K
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$601K
BPC
142
Bearing Point Capital
Minnesota
$574K
ISL
143
Ingalls & Snyder LLC
New York
$567K
SC
144
Scotia Capital
Ontario, Canada
$559K
MTIM
145
Marathon Trading Investment Management
Pennsylvania
$548K
HF
146
HRT Financial
New York
$543K
PHS
147
Pekin Hardy Strauss
Illinois
$517K
Creative Planning
148
Creative Planning
Kansas
$510K
OIA
149
OneDigital Investment Advisors
Kansas
$509K
FMI
150
F/M Investments
District of Columbia
$496K