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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
WW
176
Westshore Wealth
California
$353K
UBS AM
177
UBS AM
Illinois
$352K
WF
178
WoodTrust Financial
Wisconsin
$352K
TWM
179
Thrive Wealth Management
Pennsylvania
$351K
NDSI
180
Newman Dignan & Sheerar Inc
Rhode Island
$345K
KA
181
Kovack Advisors
Florida
$342K
IAA
182
Independent Advisor Alliance
North Carolina
$336K
SMC
183
Smith, Moore & Co
Missouri
$335K
PI
184
PFG Investments
New York
$323K
GWMR
185
GC Wealth Management RIA
Massachusetts
$319K
SCM
186
SCS Capital Management
Massachusetts
$311K
EM
187
ELCO Management
New York
$308K
BOM
188
Bank of Marin
California
$304K
Susquehanna International Group
189
Susquehanna International Group
Pennsylvania
$299K
FHA
190
First Horizon Advisors
Tennessee
$294K
EAM
191
Evanson Asset Management
California
$294K
GCIA
192
Gabelli & Co Investment Advisers
New York
$294K
PNC Financial Services Group
193
PNC Financial Services Group
Pennsylvania
$289K
CCM
194
Crew Capital Management
Ohio
$276K
B
195
Bailard
California
$276K
VFA
196
Valeo Financial Advisors
Indiana
$270K
BAM
197
Belpointe Asset Management
Nevada
$269K
SWA
198
Sax Wealth Advisors
New Jersey
$264K
FCB
199
First County Bank
Connecticut
$264K
ZA
200
Zazove Associates
Nevada
$258K