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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
EAM
176
Evanson Asset Management
California
$309K
GCIA
177
Gabelli & Co Investment Advisers
New York
$309K
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$304K
B
179
Bailard
California
$290K
CCM
180
Crew Capital Management
Ohio
$290K
BAM
181
Belpointe Asset Management
Nevada
$285K
FCB
182
First County Bank
Connecticut
$278K
ZA
183
Zazove Associates
Nevada
$272K
PTC
184
Private Trust Company
Ohio
$269K
IA
185
IFG Advisory
Georgia
$269K
VFA
186
Valeo Financial Advisors
Indiana
$265K
RFN
187
RDA Financial Network
Iowa
$259K
SPIA
188
Steward Partners Investment Advisory
New York
$255K
HWM
189
HB Wealth Management
Georgia
$254K
SWA
190
Sax Wealth Advisors
New Jersey
$253K
SW
191
Simplicity Wealth
New Jersey
$247K
IC
192
Inkwell Capital
Florida
$241K
CL
193
Choreo LLC
Illinois
$235K
GTAM
194
Global Trust Asset Management
Florida
$235K
WAP
195
Wealthcare Advisory Partners
Pennsylvania
$231K
BAG
196
Bridgewealth Advisory Group
California
$228K
GSC
197
Ground Swell Capital
South Carolina
$227K
OAM
198
Oppenheimer Asset Management
New York
$226K
AC
199
AlphaCore Capital
California
$219K
WCAMG
200
Woodard & Company Asset Management Group
North Carolina
$210K