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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
CW
201
CreativeOne Wealth
Kansas
$205K
Cerity Partners
202
Cerity Partners
New York
$204K
OWP
203
Obermeyer Wealth Partners
Colorado
$204K
BBHC
204
Brown Brothers Harriman & Co
New York
$185K
CSC
205
Cove Street Capital
California
$142K
PIA
206
Powell Investment Advisors
Florida
$123K
FDCDDQ
207
Federation des caisses Desjardins du Quebec
Quebec, Canada
$121K
NA
208
NewEdge Advisors
Louisiana
$115K
GSWM
209
Golden State Wealth Management
California
$112K
IAS
210
IMA Advisory Services
Colorado
$105K
VEA
211
Virtus ETF Advisers
New York
$81.5K
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$79K
BTI
213
Blue Trust Inc
Georgia
$71.6K
IA
214
IFP Advisors
Florida
$67.9K
Franklin Resources
215
Franklin Resources
California
$59.2K
MCM
216
MAI Capital Management
Ohio
$55.5K
PS
217
Principal Securities
Iowa
$55.5K
CT
218
Caldwell Trust
Florida
$55.5K
LCM
219
Logan Capital Management
Pennsylvania
$54.4K
GWSG
220
GPS Wealth Strategies Group
Colorado
$49.3K
NB
221
NBT Bank
New York
$43K
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$40.7K
CTA
223
Colonial Trust Advisors
South Carolina
$40.7K
NS
224
NBC Securities
Alabama
$34.6K
AFG
225
Albion Financial Group
Utah
$30.9K