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