Wellesley Asset Management Portfolio Holdings

Wellesley Asset Management

  • $999 Billion
  • Q3 2025

Wellesley Asset Management has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $999 Billion distributed in 56 stocks.

Among their holdings, we can observe that their the top five positions include companies like: F Us with a value of $44.4B, Livn Us with a value of $43.8B, Pcg Us with a value of $41.6B, Uber Us with a value of $39.6B, and Vsh Us with a value of $38.9B.

Examining the 13F form we can see an decrease of $50.4B in the current position value, from $1.05T to 999B.

Wellesley Asset Management is based out at Wellesley, MA

Below you can find more details about Wellesley Asset Management portfolio as well as his latest detailed transactions.

Portfolio value $999 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $999 Billion
  • Prior Value $1.05 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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