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WELLS FARGO 7.5% NON CUMV PERP CONV

261 hedge funds and large institutions have $2.56B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 81 reducing their positions, and 12 closing their positions.

Holders
261
Holders Change
+3
Holders Change %
+1.16%
% of All Funds
3.51%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
22
Increased
59
Reduced
81
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BAM
126
BOS Asset Management
Illinois
$773K 658
CFS
127
Coordinated Financial Services
Colorado
$768K 654 +12 +2%
CAPTRUST Financial Advisors
128
CAPTRUST Financial Advisors
North Carolina
$767K 653 +351 +116%
Aristotle Capital Management
129
Aristotle Capital Management
California
$763K 650
VAS
130
Vestmark Advisory Solutions
Massachusetts
$762K 649 -685 -51%
PCM
131
Pennsylvania Capital Management
Pennsylvania
$757K 645
CCM
132
Chilton Capital Management
Texas
$754K 642
SC
133
Searle & Co
Connecticut
$748K 637
ICM
134
Islay Capital Management
Texas
$746K 635
P
135
&Partners
Tennessee
$726K 618 +61 +11%
BC
136
Bowman & Company
Wisconsin
$716K 609 +4 +0.7%
SC
137
Scotia Capital
Ontario, Canada
$713K 607 +18 +3%
IAIM
138
International Assets Investment Management
Florida
$702K 598
IC
139
IEQ Capital
California
$677K 577
WS
140
Wedbush Securities
California
$655K 558 +12 +2%
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$644K 548 +482 +730%
WTC
142
WhitTier Trust Company
Nevada
$639K 544
IWN
143
Independent Wealth Network
Iowa
$610K 519 +8 +2%
Jane Street
144
Jane Street
New York
$606K 516 -970 -65%
PFA
145
Pathway Financial Advisers
Indiana
$604K 514 +8 +2%
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
$582K 496 +459 +1,241%
WA
147
Wambolt & Associates
Colorado
$564K 480
ISL
148
Ingalls & Snyder LLC
New York
$559K 476
Cetera Investment Advisers
149
Cetera Investment Advisers
Illinois
$557K 474 +20 +4%
CWM
150
Congress Wealth Management
Massachusetts
$551K 469