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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
VAM
151
Virtue Asset Management
Illinois
$453K
OA
152
Oxbow Advisors
Texas
$452K
Comerica Bank
153
Comerica Bank
Texas
$444K
IRM
154
Income Research & Management
Massachusetts
$442K
AAS
155
Ameritas Advisory Services
Nebraska
$438K
Susquehanna International Group
156
Susquehanna International Group
Pennsylvania
$425K
WT
157
Whittier Trust
California
$420K
DWT
158
Dorsey & Whitney Trust
South Dakota
$394K
Brown Advisory
159
Brown Advisory
Maryland
$388K
AMIM
160
Aull & Monroe Investment Management
Alabama
$374K
WF
161
WoodTrust Financial
Wisconsin
$370K
TWM
162
Thrive Wealth Management
Pennsylvania
$369K
EM
163
ELCO Management
New York
$368K
NDSI
164
Newman Dignan & Sheerar Inc
Rhode Island
$360K
IAA
165
Independent Advisor Alliance
North Carolina
$353K
SCM
166
SCS Capital Management
Massachusetts
$327K
BOM
167
Bank of Marin
California
$320K
SMC
168
Smith, Moore & Co
Missouri
$315K
KA
169
Kovack Advisors
Florida
$311K
PI
170
PFG Investments
New York
$309K
EAM
171
Evanson Asset Management
California
$309K
GCIA
172
Gabelli & Co Investment Advisers
New York
$309K
PNC Financial Services Group
173
PNC Financial Services Group
Pennsylvania
$304K
B
174
Bailard
California
$290K
CCM
175
Crew Capital Management
Ohio
$290K