WFC.PRL icon

Wells Fargo 7.5% Non Cumv Perp Conv

258 hedge funds and large institutions have $2.84B invested in Wells Fargo 7.5% Non Cumv Perp Conv in 2025 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 76 increasing their positions, 69 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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 -$21.5M
2 -$19.5M
3 -$9.49M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$8.31M
5
Citigroup
Citigroup
New York
-$7.99M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
176
Scotia Capital
Ontario, Canada
$327K
EAM
177
Evanson Asset Management
California
$303K
PI
178
PFG Investments
New York
$303K
CCM
179
Crew Capital Management
Ohio
$285K
B
180
Bailard
California
$285K
VFA
181
Valeo Financial Advisors
Indiana
$285K
BAM
182
Belpointe Asset Management
Nevada
$283K
BOM
183
Bank of Marin
California
$278K
SWA
184
Sax Wealth Advisors
New Jersey
$275K
FCB
185
First County Bank
Connecticut
$273K
OAM
186
Oberweis Asset Management
Illinois
$273K
ZA
187
Zazove Associates
Nevada
$267K
RFN
188
RDA Financial Network
Iowa
$267K
PTC
189
Private Trust Company
Ohio
$265K
IA
190
IFG Advisory
Georgia
$264K
PNC Financial Services Group
191
PNC Financial Services Group
Pennsylvania
$264K
SA
192
SJBenen ADVISORY
North Carolina
$264K
SPIA
193
Steward Partners Investment Advisory
New York
$251K
HWM
194
HB Wealth Management
Georgia
$250K
Bank of Montreal
195
Bank of Montreal
Ontario, Canada
$249K
DGI
196
Diesslin Group, Inc.
Texas
$240K
IC
197
Inkwell Capital
Florida
$236K
CL
198
Choreo LLC
Illinois
$232K
GTAM
199
Global Trust Asset Management
Florida
$230K
WAP
200
Wealthcare Advisory Partners
Pennsylvania
$228K