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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
Wells Fargo
51
Wells Fargo
California
$5.62M
HCM
52
Hudson Capital Management
New Jersey
$5.49M
PM
53
Phraction Management
Connecticut
$5.48M
NPF
54
Norris Perne & French
Michigan
$5.02M
HSBC Holdings
55
HSBC Holdings
United Kingdom
$4.7M
Mariner
56
Mariner
Kansas
$4.35M
Russell Investments Group
57
Russell Investments Group
United Kingdom
$4.27M
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$4.17M
SAMC
59
Spectrum Asset Management (Connecticut)
Connecticut
$4.09M
LA
60
LM Advisors
California
$4.04M
Goldman Sachs
61
Goldman Sachs
New York
$3.85M
LTI
62
Laffer Tengler Investments
Tennessee
$3.83M
EIA
63
Edgemoor Investment Advisors
Maryland
$3.66M
AUIM
64
Aegon USA Investment Management
Iowa
$3.59M
DDPIC
65
Deroy & Devereaux Private Investment Counsel
Michigan
$3.54M
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$3.53M
American Century Companies
67
American Century Companies
Missouri
$3.42M
SSWG
68
Seven Springs Wealth Group
Tennessee
$3.26M
WPP
69
Whalerock Point Partners
Rhode Island
$3.2M
KFGK
70
Keystone Financial Group (Kentucky)
Kentucky
$3.14M
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$2.9M
Bessemer Group
72
Bessemer Group
New Jersey
$2.67M
Calamos Advisors
73
Calamos Advisors
Illinois
$2.53M
Kovitz Investment Group Partners
74
Kovitz Investment Group Partners
Illinois
$2.53M
Corient Private Wealth
75
Corient Private Wealth
Florida
$2.51M