Options Holdings Table

Stock Option Type Value Options Held 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
Track This Portfolio

Track Wellesley Asset Management Portfolio

Follow Wellesley Asset Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wellesley Asset Management, based on Form 13F filings with the SEC.

News

Stay updated on Wellesley Asset Management with notifications on news.