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WELLS FARGO 7.5% NON CUMV PERP CONV

265 hedge funds and large institutions have $2.78B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 60 increasing their positions, 81 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+7
Holders Change %
+2.71%
% of All Funds
3.55%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
23
Increased
60
Reduced
81
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
126
HighTower Advisors
Illinois
$817K -$309K -263 -27%
VHAM
127
Van Hulzen Asset Management
California
$800K
NW
128
NewEdge Wealth
Pennsylvania
$798K -$25.3K -21 -3%
BAM
129
BOS Asset Management
Illinois
$773K
CFS
130
Coordinated Financial Services
Colorado
$768K +$14.1K +12 +2%
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$767K +$412K +351 +116%
Aristotle Capital Management
132
Aristotle Capital Management
California
$763K
VAS
133
Vestmark Advisory Solutions
Massachusetts
$762K -$804K -685 -51%
PCM
134
Pennsylvania Capital Management
Pennsylvania
$757K
CCM
135
Chilton Capital Management
Texas
$754K
SC
136
Searle & Co
Connecticut
$748K
ICM
137
Islay Capital Management
Texas
$746K
P
138
&Partners
Tennessee
$726K +$71.6K +61 +11%
BC
139
Bowman & Company
Wisconsin
$716K +$4.7K +4 +0.7%
SC
140
Scotia Capital
Ontario, Canada
$713K +$21.1K +18 +3%
IAIM
141
International Assets Investment Management
Florida
$702K
IC
142
IEQ Capital
California
$677K
WS
143
Wedbush Securities
California
$655K +$14.1K +12 +2%
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$644K +$566K +482 +730%
WTC
145
WhitTier Trust Company
Nevada
$639K
IWN
146
Independent Wealth Network
Iowa
$610K +$9.4K +8 +2%
Jane Street
147
Jane Street
New York
$606K -$1.14M -970 -65%
PFA
148
Pathway Financial Advisers
Indiana
$604K +$9.39K +8 +2%
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$582K +$539K +459 +1,241%
WA
150
Wambolt & Associates
Colorado
$564K