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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
JIC
76
JRM Investment Counsel
Nebraska
$2.46M
Neuberger Berman Group
77
Neuberger Berman Group
New York
$2.44M
CRC
78
Curi RMB Capital
Illinois
$2.4M
SL
79
Summitry LLC
California
$2.37M
CIBC Private Wealth Group
80
CIBC Private Wealth Group
Georgia
$2.28M
MA
81
Montag & Associates
Georgia
$2.18M
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$2.08M
CA
83
CSM Advisors
Pennsylvania
$2.06M
AM
84
AGF Management
Ontario, Canada
$2M
MG
85
McHugh Group
Ohio
$1.94M
National Bank of Canada
86
National Bank of Canada
Quebec, Canada
$1.93M
EHC
87
Everett Harris & Co
California
$1.84M
WSFS
88
Wilmington Savings Fund Society
Delaware
$1.8M
JSL
89
JT Stratford LLC
Georgia
$1.69M
Truist Financial
90
Truist Financial
North Carolina
$1.65M
MFG
91
Magnus Financial Group
New York
$1.6M
Wealth Enhancement Advisory Services
92
Wealth Enhancement Advisory Services
Minnesota
$1.6M
WIM
93
Wittenberg Investment Management
Massachusetts
$1.52M
SEI Investments
94
SEI Investments
Pennsylvania
$1.43M
BCM
95
Bowie Capital Management
Texas
$1.41M
Universal-Beteiligungs- und Servicegesellschaft
96
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.38M
IA
97
Icon Advisers
Colorado
$1.31M
PCMN
98
Paradigm Capital Management (Nevada)
Nevada
$1.3M
AAMC
99
Asset Allocation & Management Company
Illinois
$1.29M
RWM
100
Ritholtz Wealth Management
New York
$1.28M