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Wells Fargo 7.5% Non Cumv Perp Conv

261 hedge funds and large institutions have $2.85B 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, 68 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
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
BAM
126
BOS Asset Management
Illinois
$797K
Ameriprise
127
Ameriprise
Minnesota
$789K
Aristotle Capital Management
128
Aristotle Capital Management
California
$788K
PCM
129
Pennsylvania Capital Management
Pennsylvania
$782K
CPIG
130
Chicago Partners Investment Group
Illinois
$780K
VHAM
131
Van Hulzen Asset Management
California
$780K
EL
132
EWA LLC
Pennsylvania
$728K
ICM
133
Islay Capital Management
Texas
$721K
BC
134
Bowman & Company
Wisconsin
$702K
CCM
135
Chilton Capital Management
Texas
$698K
NW
136
NewEdge Wealth
Pennsylvania
$685K
SWA
137
Stratos Wealth Advisors
Ohio
$684K
WTC
138
WhitTier Trust Company
Nevada
$665K
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$662K
VAS
140
Vestmark Advisory Solutions
Massachusetts
$654K
IWN
141
Independent Wealth Network
Iowa
$648K
PFA
142
Pathway Financial Advisers
Indiana
$616K
BPC
143
Bearing Point Capital
Minnesota
$604K
WT
144
Whittier Trust
California
$596K
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$590K
WS
146
Wedbush Securities
California
$572K
PFGIA
147
Patriot Financial Group Insurance Agency
Massachusetts
$559K
ISL
148
Ingalls & Snyder LLC
New York
$556K
VM
149
Venator Management
Pennsylvania
$545K
Jones Financial Companies
150
Jones Financial Companies
Missouri
$544K