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WELLS FARGO 7.5% NON CUMV PERP CONV

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
Name Holding Trade Value Shares
Change
Shares
Change %
FAIM
201
Financial Advocates Investment Management
Washington
$213K +$2.41K +2 +1%
WAM
202
Wolverine Asset Management
Illinois
$209K -$121K -100 -37%
Bank of Montreal
203
Bank of Montreal
Ontario, Canada
$207K +$19.2K +16 +10%
RTC
204
Riverview Trust Company
Washington
$201K
EM
205
ELCO Management
New York
$201K +$201K +167 New
SPIA
206
Steward Partners Investment Advisory
New York
$199K +$19.2K +16 +11%
BBHC
207
Brown Brothers Harriman & Co
New York
$180K
GTAM
208
Global Trust Asset Management
Florida
$168K +$168K +140 New
CSC
209
Cove Street Capital
California
$137K
FDCDDQ
210
Federation des caisses Desjardins du Quebec
Quebec, Canada
$124K
PIA
211
Powell Investment Advisors
Florida
$120K
GSWM
212
Golden State Wealth Management
California
$109K
NA
213
NewEdge Advisors
Louisiana
$108K -$96.1K -80 -47%
IAS
214
IMA Advisory Services
Colorado
$102K +$102K +85 New
PWAM
215
Private Wealth Asset Management
Iowa
$85.3K +$85.3K +71 New
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$79K
PSFG
217
Park Square Financial Group
Georgia
$78.1K -$2.4K -2 -3%
Fifth Third Bancorp
218
Fifth Third Bancorp
Ohio
$72K -$25.2K -21 -26%
MCM
219
MAI Capital Management
Ohio
$72K -$1.2K -1 -2%
GWM
220
Geneos Wealth Management
Colorado
$72K +$48K +40 +200%
BTI
221
Blue Trust Inc
Georgia
$69.6K -$24K -20 -26%
IA
222
IFP Advisors
Florida
$66K
PFP
223
Pinnacle Financial Partners
Tennessee
$63.3K -$37K -31 -37%
Franklin Resources
224
Franklin Resources
California
$57.6K
PS
225
Principal Securities
Iowa
$53.7K