WFC.PRL icon

Wells Fargo 7.5% Non Cumv Perp Conv

270 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, 61 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)

26% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 82

Holders
270
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
RWM
101
Ritholtz Wealth Management
New York
$1.28M
MCM
102
Marathon Capital Management
Maryland
$1.23M
SCM
103
Schnieders Capital Management
California
$1.21M
Schroder Investment Management Group
104
Schroder Investment Management Group
United Kingdom
$1.2M
AF
105
Apollon Financial
South Carolina
$1.19M
GL
106
Graypoint LLC
New York
$1.17M
Ameriprise
107
Ameriprise
Minnesota
$1.16M
DADC
108
D.A. Davidson & Co
Montana
$1.16M
LA
109
LexAurum Advisors
Kansas
$1.14M
BIMC
110
Benson Investment Management Company
Virginia
$1.1M
SA
111
Sanctuary Advisors
Indiana
$1.1M
SG
112
StoneX Group
New York
$1.07M
KLWA
113
Kelly Lawrence W & Associates
California
$1.04M
FCMC
114
Founders Capital Management (Connecticut)
Connecticut
$1.04M
CPW
115
Cove Private Wealth
New York
$1.04M
FFA
116
First Foundation Advisors
California
$1.01M
CIC
117
Chilton Investment Company
Connecticut
$997K
CPBTD
118
Central Pacific Bank - Trust Division
Hawaii
$990K
Verition Fund Management
119
Verition Fund Management
Connecticut
$986K
MWP
120
Momentum Wealth Planning
Florida
$966K
US Bancorp
121
US Bancorp
Minnesota
$951K
William Blair & Company
122
William Blair & Company
Illinois
$939K
MIA
123
MeadowBrook Investment Advisors
Michigan
$916K
FFA
124
Farther Finance Advisors
California
$911K
SFA
125
Sequoia Financial Advisors
Ohio
$885K