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Wells Fargo 7.5% Non Cumv Perp Conv

248 hedge funds and large institutions have $2.93B invested in Wells Fargo 7.5% Non Cumv Perp Conv in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 67 increasing their positions, 69 reducing their positions, and 26 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:

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

58% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 26

Holders
248
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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 -$8.02M
2 -$7.34M
3 -$6.44M
4
ACM
Advent Capital Management
New York
-$6.02M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$4.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
151
Jones Financial Companies
Missouri
$478K
BSG
152
Black Swift Group
Colorado
$457K
VAM
153
Virtue Asset Management
Illinois
$453K
OA
154
Oxbow Advisors
Texas
$452K
Comerica Bank
155
Comerica Bank
Texas
$444K
IRM
156
Income Research & Management
Massachusetts
$442K
AAS
157
Ameritas Advisory Services
Nebraska
$438K
CAM
158
Cresset Asset Management
Illinois
$434K
AF
159
Allworth Financial
California
$427K
Susquehanna International Group
160
Susquehanna International Group
Pennsylvania
$425K
WT
161
Whittier Trust
California
$420K
DWT
162
Dorsey & Whitney Trust
South Dakota
$394K
Brown Advisory
163
Brown Advisory
Maryland
$388K
AMIM
164
Aull & Monroe Investment Management
Alabama
$374K
WF
165
WoodTrust Financial
Wisconsin
$370K
TWM
166
Thrive Wealth Management
Pennsylvania
$369K
EM
167
ELCO Management
New York
$368K
NDSI
168
Newman Dignan & Sheerar Inc
Rhode Island
$360K
WOSD
169
WFA of San Diego
California
$357K
IAA
170
Independent Advisor Alliance
North Carolina
$353K
SCM
171
SCS Capital Management
Massachusetts
$327K
BOM
172
Bank of Marin
California
$320K
SMC
173
Smith, Moore & Co
Missouri
$315K
KA
174
Kovack Advisors
Florida
$311K
PI
175
PFG Investments
New York
$309K