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Wells Fargo 7.5% Non Cumv Perp Conv

246 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, 67 increasing their positions, 68 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:

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

63% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 27

Holders
246
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
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$304K
B
177
Bailard
California
$290K
CCM
178
Crew Capital Management
Ohio
$290K
BAM
179
Belpointe Asset Management
Nevada
$285K
FCB
180
First County Bank
Connecticut
$278K
ZA
181
Zazove Associates
Nevada
$272K
PTC
182
Private Trust Company
Ohio
$269K
IA
183
IFG Advisory
Georgia
$269K
VFA
184
Valeo Financial Advisors
Indiana
$265K
RFN
185
RDA Financial Network
Iowa
$259K
SPIA
186
Steward Partners Investment Advisory
New York
$255K
HWM
187
HB Wealth Management
Georgia
$254K
SWA
188
Sax Wealth Advisors
New Jersey
$253K
SW
189
Simplicity Wealth
New Jersey
$247K
IC
190
Inkwell Capital
Florida
$241K
CL
191
Choreo LLC
Illinois
$235K
GTAM
192
Global Trust Asset Management
Florida
$235K
WAP
193
Wealthcare Advisory Partners
Pennsylvania
$231K
BAG
194
Bridgewealth Advisory Group
California
$228K
GSC
195
Ground Swell Capital
South Carolina
$227K
OAM
196
Oppenheimer Asset Management
New York
$226K
AC
197
AlphaCore Capital
California
$219K
WCAMG
198
Woodard & Company Asset Management Group
North Carolina
$210K
Bank of Montreal
199
Bank of Montreal
Ontario, Canada
$209K
RTC
200
Riverview Trust Company
Washington
$206K