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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
WA
151
Wambolt & Associates
Colorado
$564K
ISL
152
Ingalls & Snyder LLC
New York
$559K
Cetera Investment Advisers
153
Cetera Investment Advisers
Illinois
$557K
CWM
154
Congress Wealth Management
Massachusetts
$551K
BPC
155
Bearing Point Capital
Minnesota
$546K
MTIM
156
Marathon Trading Investment Management
Pennsylvania
$521K
ACM
157
AlphaStar Capital Management
North Carolina
$517K
PHS
158
Pekin Hardy Strauss
Illinois
$515K
FMI
159
F/M Investments
District of Columbia
$487K
OIA
160
OneDigital Investment Advisors
Kansas
$484K
Creative Planning
161
Creative Planning
Kansas
$456K
SWA
162
Stratos Wealth Advisors
Ohio
$452K
BSG
163
Black Swift Group
Colorado
$434K
OA
164
Oxbow Advisors
Texas
$430K
Comerica Bank
165
Comerica Bank
Texas
$425K
IRM
166
Income Research & Management
Massachusetts
$420K
AF
167
Allworth Financial
California
$418K
Jones Financial Companies
168
Jones Financial Companies
Missouri
$405K
WOSD
169
WFA of San Diego
California
$399K
HF
170
HRT Financial
New York
$395K
DWT
171
Dorsey & Whitney Trust
South Dakota
$375K
Brown Advisory
172
Brown Advisory
Maryland
$369K
WT
173
Whittier Trust
California
$369K
AMIM
174
Aull & Monroe Investment Management
Alabama
$356K
WW
175
Westshore Wealth
California
$353K