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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
PTC
201
Private Trust Company
Ohio
$255K
RFN
202
RDA Financial Network
Iowa
$247K
EH
203
Equitable Holdings
New York
$244K
HWM
204
HB Wealth Management
Georgia
$242K
AAS
205
Avantax Advisory Services
Texas
$242K
SW
206
Simplicity Wealth
New Jersey
$235K
AA
207
AQR Arbitrage
Connecticut
$224K
GTAM
208
Global Trust Asset Management
Florida
$223K
CL
209
Choreo LLC
Illinois
$222K
IC
210
Inkwell Capital
Florida
$217K
BAG
211
Bridgewealth Advisory Group
California
$217K
SPIA
212
Steward Partners Investment Advisory
New York
$213K
OAM
213
Oppenheimer Asset Management
New York
$213K
FAIM
214
Financial Advocates Investment Management
Washington
$209K
WAM
215
Wolverine Asset Management
Illinois
$202K
Bank of Montreal
216
Bank of Montreal
Ontario, Canada
$199K
RTC
217
Riverview Trust Company
Washington
$196K
WCAMG
218
Woodard & Company Asset Management Group
North Carolina
$188K
AC
219
AlphaCore Capital
California
$176K
BBHC
220
Brown Brothers Harriman & Co
New York
$176K
CSC
221
Cove Street Capital
California
$134K
PIA
222
Powell Investment Advisors
Florida
$117K
FDCDDQ
223
Federation des caisses Desjardins du Quebec
Quebec, Canada
$115K
Millennium Management
224
Millennium Management
New York
$111K
NA
225
NewEdge Advisors
Louisiana
$109K