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WELLS FARGO 7.5% NON CUMV PERP CONV

258 hedge funds and large institutions have $2.9B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 77 reducing their positions, and 19 closing their positions.

Holders
258
Holders Change
+3
Holders Change %
+1.18%
% of All Funds
3.51%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
26
Increased
66
Reduced
77
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PHS
151
Pekin Hardy Strauss
Illinois
$527K
BIMC
152
Benson Investment Management Company
Virginia
$522K +$522K +435 New
OIA
153
OneDigital Investment Advisors
Kansas
$519K +$9.61K +8 +2%
Wealth Enhancement Advisory Services
154
Wealth Enhancement Advisory Services
Minnesota
$514K -$8.4K -7 -2%
FMI
155
F/M Investments
District of Columbia
$509K -$16.8K -14 -3%
VFA
156
Valeo Financial Advisors
Indiana
$502K -$1.31K -214 -0.3%
Comerica Bank
157
Comerica Bank
Texas
$491K +$54K +45 +12%
BSG
158
Black Swift Group
Colorado
$444K
AF
159
Allworth Financial
California
$433K -$11.8K -10 -3%
William Blair & Company
160
William Blair & Company
Illinois
$411K
DWT
161
Dorsey & Whitney Trust
South Dakota
$383K +$383K +319 New
Creative Planning
162
Creative Planning
Kansas
$382K -$109K -91 -22%
Brown Advisory
163
Brown Advisory
Maryland
$377K
WT
164
Whittier Trust
California
$377K
AMIM
165
Aull & Monroe Investment Management
Alabama
$364K
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
$363K +$48K +40 +15%
WW
167
Westshore Wealth
California
$361K
UBS AM
168
UBS AM
Illinois
$360K -$120K -100 -25%
NDSI
169
Newman Dignan & Sheerar Inc
Rhode Island
$350K +$3.6K +3 +1%
SWA
170
Stratos Wealth Advisors
Ohio
$343K +$1.2K +1 +0.4%
SMC
171
Smith, Moore & Co
Missouri
$342K -$42K -35 -11%
PI
172
PFG Investments
New York
$330K
FFA
173
Farther Finance Advisors
California
$324K +$259K +217 +395%
IAA
174
Independent Advisor Alliance
North Carolina
$319K
Jones Financial Companies
175
Jones Financial Companies
Missouri
$305K +$64.7K +54 +27%