WFC.PRL icon

WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL

Overview Fund Activity

261 hedge funds and large institutions have $2.56B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 81 reducing their positions, and 12 closing their positions.

Holders
261
Holders Change
+3
Holders Change %
+1.16%
% of All Funds
3.51%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
22
Increased
59
Reduced
81
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAM
1
Camden Asset Management
California
$36.7M
2
UIA
2
Ulland Investment Advisors
Minnesota
$8.47M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$4.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$56.5M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$5.03M

Top Sellers

1
Mirae Asset Global ETFs Holdings
1
Mirae Asset Global ETFs Holdings
Hong Kong
$58.4M
2
MSL
2
Mackay Shields LLC
New York
$18.6M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$682M
4
Cohen & Steers
4
Cohen & Steers
New York
$11M
5
OA
5
Oxbow Advisors
Texas
$430K
Name Market Value Shares Shares
Change 		Shares
Change %
NDSI
176
Newman Dignan & Sheerar Inc
Rhode Island
$345K 294 +3 +1%
KA
177
Kovack Advisors
Florida
$342K 291 +42 +17%
IAA
178
Independent Advisor Alliance
North Carolina
$336K 286 +21 +8%
SMC
179
Smith, Moore & Co
Missouri
$335K 285 – –
PI
180
PFG Investments
New York
$323K 275 – –
GWMR
181
GC Wealth Management RIA
Massachusetts
$319K 272 +272 New
SCM
182
SCS Capital Management
Massachusetts
$311K 265 +20 +8%
EM
183
ELCO Management
New York
$308K 262 +95 +57%
BOM
184
Bank of Marin
California
$304K 259 +259 New
FHA
185
First Horizon Advisors
Tennessee
$294K 250 – –
GCIA
186
Gabelli & Co Investment Advisers
New York
$294K 250 – –
EAM
187
Evanson Asset Management
California
$294K 250 – –
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$289K 246 – –
CCM
189
Crew Capital Management
Ohio
$276K 235 – –
B
190
Bailard
California
$276K 235 +235 New
BAM
191
Belpointe Asset Management
Nevada
$269K 229 +24 +12%
SWA
192
Sax Wealth Advisors
New Jersey
$264K 225 – –
FCB
193
First County Bank
Connecticut
$264K 225 – –
ZA
194
Zazove Associates
Nevada
$258K 220 +220 New
IA
195
IFG Advisory
Georgia
$256K 218 +3 +1%
PTC
196
Private Trust Company
Ohio
$255K 217 – –
RFN
197
RDA Financial Network
Iowa
$247K 210 +210 New
EH
198
Equitable Holdings
New York
$244K 208 +22 +12%
HWM
199
HB Wealth Management
Georgia
$242K 206 – –
AAS
200
Avantax Advisory Services
Texas
$242K 206 – –
6 7
8
9 10