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WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL

Overview Fund Activity

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
–

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
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$32.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$18.6M
4
MSL
4
Mackay Shields LLC
New York
$18.6M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$682M
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
176
WoodTrust Financial
Wisconsin
$352K +$352K +300 New
VFA
177
Valeo Financial Advisors
Indiana
$351K -$517 -120 -0.1%
TWM
178
Thrive Wealth Management
Pennsylvania
$351K +$351K +299 New
NDSI
179
Newman Dignan & Sheerar Inc
Rhode Island
$345K +$3.52K +3 +1%
KA
180
Kovack Advisors
Florida
$342K +$49.3K +42 +17%
IAA
181
Independent Advisor Alliance
North Carolina
$336K +$24.6K +21 +8%
SMC
182
Smith, Moore & Co
Missouri
$335K – – –
PI
183
PFG Investments
New York
$323K – – –
GWMR
184
GC Wealth Management RIA
Massachusetts
$319K +$319K +272 New
SCM
185
SCS Capital Management
Massachusetts
$311K +$23.5K +20 +8%
EM
186
ELCO Management
New York
$308K +$112K +95 +57%
BOM
187
Bank of Marin
California
$304K +$304K +259 New
Susquehanna International Group
188
Susquehanna International Group
Pennsylvania
$299K +$299K +255 New
FHA
189
First Horizon Advisors
Tennessee
$294K – – –
GCIA
190
Gabelli & Co Investment Advisers
New York
$294K – – –
EAM
191
Evanson Asset Management
California
$294K – – –
PNC Financial Services Group
192
PNC Financial Services Group
Pennsylvania
$289K – – –
CCM
193
Crew Capital Management
Ohio
$276K – – –
B
194
Bailard
California
$276K +$276K +235 New
BAM
195
Belpointe Asset Management
Nevada
$269K +$28.2K +24 +12%
SWA
196
Sax Wealth Advisors
New Jersey
$264K – – –
FCB
197
First County Bank
Connecticut
$264K – – –
ZA
198
Zazove Associates
Nevada
$258K +$258K +220 New
IA
199
IFG Advisory
Georgia
$256K +$3.52K +3 +1%
PTC
200
Private Trust Company
Ohio
$255K – – –
6 7
8
9 10