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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 %
ISL
151
Ingalls & Snyder LLC
New York
$559K
Cetera Investment Advisers
152
Cetera Investment Advisers
Illinois
$557K +$23.5K +20 +4%
CWM
153
Congress Wealth Management
Massachusetts
$551K
BPC
154
Bearing Point Capital
Minnesota
$546K
MTIM
155
Marathon Trading Investment Management
Pennsylvania
$521K
ACM
156
AlphaStar Capital Management
North Carolina
$517K +$517K +440 New
PHS
157
Pekin Hardy Strauss
Illinois
$515K
FMI
158
F/M Investments
District of Columbia
$487K -$9.34K -8 -2%
OIA
159
OneDigital Investment Advisors
Kansas
$484K -$23.5K -20 -5%
Creative Planning
160
Creative Planning
Kansas
$456K +$83.3K +71 +22%
SWA
161
Stratos Wealth Advisors
Ohio
$452K +$117K +100 +35%
BSG
162
Black Swift Group
Colorado
$434K
OA
163
Oxbow Advisors
Texas
$430K -$8M -6,814 -95%
Comerica Bank
164
Comerica Bank
Texas
$425K -$55.2K -47 -11%
IRM
165
Income Research & Management
Massachusetts
$420K +$420K +358 New
AF
166
Allworth Financial
California
$418K -$11.7K -10 -3%
Jones Financial Companies
167
Jones Financial Companies
Missouri
$405K +$110K +95 +37%
WOSD
168
WFA of San Diego
California
$399K +$399K +340 New
HF
169
HRT Financial
New York
$395K +$395K +337 New
DWT
170
Dorsey & Whitney Trust
South Dakota
$375K
Brown Advisory
171
Brown Advisory
Maryland
$369K
WT
172
Whittier Trust
California
$369K
AMIM
173
Aull & Monroe Investment Management
Alabama
$356K
WW
174
Westshore Wealth
California
$353K
UBS AM
175
UBS AM
Illinois
$352K