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WELLS FARGO 7.5% NON CUMV PERP CONV
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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
Camden Asset Management
California
$36.7M
2
UIA
Ulland Investment Advisors
Minnesota
$8.47M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$4.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$56.5M
5
Corient Private Wealth
Corient Private Wealth
Florida
$5.03M

Top Sellers

1
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$58.4M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$32.2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$18.6M
4
MSL
Mackay Shields LLC
New York
$18.6M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$682M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFN
201
RDA Financial Network
Iowa
$247K +$247K +210 New
EH
202
Equitable Holdings
New York
$244K +$25.8K +22 +12%
AAS
203
Avantax Advisory Services
Texas
$242K – – –
HWM
204
HB Wealth Management
Georgia
$242K – – –
SW
205
Simplicity Wealth
New Jersey
$235K – – –
AA
206
AQR Arbitrage
Connecticut
$224K – – –
GTAM
207
Global Trust Asset Management
Florida
$223K +$58.7K +50 +36%
CL
208
Choreo LLC
Illinois
$222K +$1.17K +1 +0.5%
IC
209
Inkwell Capital
Florida
$217K – – –
BAG
210
Bridgewealth Advisory Group
California
$217K +$217K +185 New
SPIA
211
Steward Partners Investment Advisory
New York
$213K +$17.6K +15 +9%
OAM
212
Oppenheimer Asset Management
New York
$213K +$2.35K +2 +1%
FAIM
213
Financial Advocates Investment Management
Washington
$209K +$1.17K +1 +0.6%
WAM
214
Wolverine Asset Management
Illinois
$202K – – –
Bank of Montreal
215
Bank of Montreal
Ontario, Canada
$199K -$3.53K -3 -2%
RTC
216
Riverview Trust Company
Washington
$196K – – –
WCAMG
217
Woodard & Company Asset Management Group
North Carolina
$188K +$188K +160 New
AC
218
AlphaCore Capital
California
$176K -$59.9K -51 -25%
BBHC
219
Brown Brothers Harriman & Co
New York
$176K – – –
CSC
220
Cove Street Capital
California
$134K – – –
PIA
221
Powell Investment Advisors
Florida
$117K – – –
FDCDDQ
222
Federation des caisses Desjardins du Quebec
Quebec, Canada
$115K -$5.87K -5 -5%
Millennium Management
223
Millennium Management
New York
$111K +$111K +96,000 New
NA
224
NewEdge Advisors
Louisiana
$109K +$3.52K +3 +3%
GSWM
225
Golden State Wealth Management
California
$107K – – –
7 8
9
10 11