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Wells Fargo 7.5% Non Cumv Perp Conv

267 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 24 funds opening new positions, 59 increasing their positions, 82 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

28% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 82

Holders
267
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
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 Buyers

1 +$34M
2 +$4.48M
3 +$4.47M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$4.34M
5
Morgan Stanley
Morgan Stanley
New York
+$1.83M

Top Sellers

1 -$95.7M
2 -$37.6M
3 -$31.4M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$18M
5
MSL
Mackay Shields LLC
New York
-$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
226
Golden State Wealth Management
California
$107K
AAS
227
Ameritas Advisory Services
Nebraska
$106K
IAS
228
IMA Advisory Services
Colorado
$99.8K
VEA
229
Virtus ETF Advisers
New York
$77.4K
Fifth Third Bancorp
230
Fifth Third Bancorp
Ohio
$70.4K
BTI
231
Blue Trust Inc
Georgia
$68.1K
IA
232
IFP Advisors
Florida
$64.6K
Franklin Resources
233
Franklin Resources
California
$56.4K
MCM
234
MAI Capital Management
Ohio
$52.8K
CT
235
Caldwell Trust
Florida
$52.8K
PS
236
Principal Securities
Iowa
$52.8K
LCM
237
Logan Capital Management
Pennsylvania
$51.5K
PSFG
238
Park Square Financial Group
Georgia
$47K
GWSG
239
GPS Wealth Strategies Group
Colorado
$46.4K
CTA
240
Colonial Trust Advisors
South Carolina
$38.7K
USB
241
Union Savings Bank
Connecticut
$37.9K
NS
242
NBC Securities
Alabama
$32K
AFG
243
Albion Financial Group
Utah
$29.4K
KB
244
Kimelman & Baird
New York
$29.4K
GBT
245
Grove Bank & Trust
Florida
$29.4K
ME
246
McIlrath & Eck
Washington
$28.8K
GWM
247
Geneos Wealth Management
Colorado
$23.5K
CIAS
248
Capital Investment Advisory Services
North Carolina
$23.5K
Deutsche Bank
249
Deutsche Bank
Germany
$22.3K
MYIA
250
Mount Yale Investment Advisors
Colorado
$15.3K