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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
CPIG
126
Chicago Partners Investment Group
Illinois
$839K
HighTower Advisors
127
HighTower Advisors
Illinois
$817K
VHAM
128
Van Hulzen Asset Management
California
$800K
NW
129
NewEdge Wealth
Pennsylvania
$798K
BAM
130
BOS Asset Management
Illinois
$773K
CFS
131
Coordinated Financial Services
Colorado
$768K
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$767K
Aristotle Capital Management
133
Aristotle Capital Management
California
$763K
VAS
134
Vestmark Advisory Solutions
Massachusetts
$762K
PCM
135
Pennsylvania Capital Management
Pennsylvania
$757K
CCM
136
Chilton Capital Management
Texas
$754K
SC
137
Searle & Co
Connecticut
$748K
ICM
138
Islay Capital Management
Texas
$746K
P
139
&Partners
Tennessee
$726K
BC
140
Bowman & Company
Wisconsin
$716K
SC
141
Scotia Capital
Ontario, Canada
$713K
IAIM
142
International Assets Investment Management
Florida
$702K
IC
143
IEQ Capital
California
$677K
WS
144
Wedbush Securities
California
$655K
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$644K
WTC
146
WhitTier Trust Company
Nevada
$639K
IWN
147
Independent Wealth Network
Iowa
$610K
Jane Street
148
Jane Street
New York
$606K
PFA
149
Pathway Financial Advisers
Indiana
$604K
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$582K