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WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL

Overview Fund Activity

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
–

Top Buyers

1
SA
1
Stonebridge Advisors
Connecticut
$78.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$53.4M
3
First Manhattan
3
First Manhattan
New York
$9.23M
4
ACM
4
Advent Capital Management
New York
$215M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$4.07M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$31.4M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$18M
3
State Street
3
State Street
Massachusetts
$69.2M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$9.42M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$709M
Name Market Value Shares Shares
Change 		Shares
Change %
GCIA
176
Gabelli & Co Investment Advisers
New York
$300K 250 – –
FHA
177
First Horizon Advisors
Tennessee
$300K 250 – –
EAM
178
Evanson Asset Management
California
$300K 250 – –
KA
179
Kovack Advisors
Florida
$299K 249 +40 +19%
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$295K 246 +40 +19%
SCM
181
SCS Capital Management
Massachusetts
$294K 245 +245 New
CCM
182
Crew Capital Management
Ohio
$282K 235 – –
FCB
183
First County Bank
Connecticut
$270K 225 +225 New
SWA
184
Sax Wealth Advisors
New Jersey
$270K 225 +225 New
PTC
185
Private Trust Company
Ohio
$261K 217 -65 -23%
IA
186
IFG Advisory
Georgia
$258K 215 +4 +2%
HWM
187
HB Wealth Management
Georgia
$247K 206 – –
AAS
188
Avantax Advisory Services
Texas
$247K 206 – –
BAM
189
Belpointe Asset Management
Nevada
$247K 205 +205 New
AC
190
AlphaCore Capital
California
$241K 201 -208 -51%
SW
191
Simplicity Wealth
New Jersey
$240K 200 – –
SA
192
Strategic Advisors
New York
$236K 197 +1 +0.5%
HSBC Holdings
193
HSBC Holdings
United Kingdom
$229K 192 +192 New
AA
194
AQR Arbitrage
Connecticut
$229K 190 – –
CL
195
Choreo LLC
Illinois
$225K 188 -72 -28%
EH
196
Equitable Holdings
New York
$223K 186 +186 New
MBT
197
Montecito Bank & Trust
California
$222K 185 – –
IC
198
Inkwell Capital
Florida
$222K 185 +185 New
AAS
199
Ameritas Advisory Services
Nebraska
$221K 185 -10 -5%
OAM
200
Oppenheimer Asset Management
New York
$215K 179 +8 +5%
6 7
8
9 10