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Wells Fargo 7.5% Non Cumv Perp Conv

242 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, 66 increasing their positions, 67 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:

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

63% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 27

Holders
242
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
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
VAS
126
Vestmark Advisory Solutions
Massachusetts
$773K
CCM
127
Chilton Capital Management
Texas
$766K
UIA
128
Ulland Investment Advisors
Minnesota
$746K
P
129
&Partners
Tennessee
$741K
IC
130
IEQ Capital
California
$712K
BC
131
Bowman & Company
Wisconsin
$710K
SC
132
Searle & Co
Connecticut
$707K
WS
133
Wedbush Securities
California
$701K
SWA
134
Stratos Wealth Advisors
Ohio
$700K
WTC
135
WhitTier Trust Company
Nevada
$679K
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$674K
IWN
137
Independent Wealth Network
Iowa
$650K
PFA
138
Pathway Financial Advisers
Indiana
$630K
CAPTRUST Financial Advisors
139
CAPTRUST Financial Advisors
North Carolina
$601K
BPC
140
Bearing Point Capital
Minnesota
$574K
ISL
141
Ingalls & Snyder LLC
New York
$567K
SC
142
Scotia Capital
Ontario, Canada
$559K
MTIM
143
Marathon Trading Investment Management
Pennsylvania
$548K
HF
144
HRT Financial
New York
$543K
PHS
145
Pekin Hardy Strauss
Illinois
$517K
Creative Planning
146
Creative Planning
Kansas
$510K
OIA
147
OneDigital Investment Advisors
Kansas
$509K
FMI
148
F/M Investments
District of Columbia
$496K
Jones Financial Companies
149
Jones Financial Companies
Missouri
$478K
BSG
150
Black Swift Group
Colorado
$457K