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Wells Fargo 7.5% Non Cumv Perp Conv

268 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, 83 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)

29% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 83

Holders
268
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
AWM
251
AE Wealth Management
Kansas
$14.1K
CPG
252
Cornerstone Planning Group
New Jersey
$12.5K
HR
253
Howe & Rusling
New York
$11.7K
SIS
254
Sound Income Strategies
Florida
$11.7K
PA
255
Parallel Advisors
California
$11.7K
FM
256
Family Management
New York
$11.7K
GIM
257
Glenmede Investment Management
Pennsylvania
$11.7K
FWP
258
FAS Wealth Partners
Kansas
$10.6K
RF
259
Rossby Financial
Florida
$9.39K
AWM
260
Activest Wealth Management
Florida
$8.22K
GIA
261
GHP Investment Advisors
Colorado
$7.04K
EWA
262
EverSource Wealth Advisors
Alabama
$5.87K
CFFP
263
Center for Financial Planning
Michigan
$5.87K
ACA
264
American Capital Advisory
Idaho
$3.52K
ADL
265
Asset Dedication LLC
California
$3.52K
PFP
266
Pinnacle Financial Partners
Tennessee
$3.52K
MWM
267
Mascoma Wealth Management
New Hampshire
$3.52K
JHCP
268
Jackson Hole Capital Partners
Oklahoma
$3.52K
SWM
269
Spire Wealth Management
Virginia
$2.35K
NSIM
270
North Star Investment Management
Illinois
$2.35K
RIL
271
Rothschild Investment LLC
Illinois
$2.35K
HNB
272
Huntington National Bank
Ohio
$1.17K
Lazard Asset Management
273
Lazard Asset Management
New York
$1K
Amundi
274
Amundi
France
JFG
275
Jefferies Financial Group
New York