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ACV

Virtus Diversified Income & Convertible Fund

39 hedge funds and large institutions have $58.2M invested in Virtus Diversified Income & Convertible Fund in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

16% more capital invested

Capital invested by funds: $50.1M → $58.2M (+$8.09M)

3% more funds holding

Funds holding: 3839 (+1)

1.28% more ownership

Funds ownership: 20.09%21.36% (+1.3%)

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$239K -$39.2K -1,542 -15%
P
27
&Partners
Tennessee
$216K +$209K +8,200 New
IWC
28
Integrated Wealth Concepts
Massachusetts
$205K +$198K +7,780 New
KAS
29
Kestra Advisory Services
Texas
$144K +$139K +5,460 New
NA
30
NewEdge Advisors
Louisiana
$94.5K -$331 -13 -0.4%
SPIA
31
Steward Partners Investment Advisory
New York
$89.4K
IAIM
32
International Assets Investment Management
Florida
$73K +$70.7K +2,777 New
ANBT
33
American National Bank & Trust
Texas
$54.7K
FFA
34
Farther Finance Advisors
California
$52K
WIM
35
Westside Investment Management
California
$49.1K
SS
36
Sunbelt Securities
Texas
$17.4K
KFAS
37
Keating Financial Advisory Services
Kansas
$12.9K +$12.5K +493 New
AF
38
Allworth Financial
California
$1.26K
Fidelity Investments
39
Fidelity Investments
Massachusetts
$131 +$102 +4 +400%
LCM
40
Landscape Capital Management
New Jersey
-$625K -25,936 Closed
WAM
41
Wolverine Asset Management
Illinois
-$468K -19,438 Closed
CA
42
Cornerstone Advisors
North Carolina
-$178K -7,400 Closed
NFSG
43
Newbridge Financial Services Group
Florida
-$28.9K -1,200 Closed
ASN
44
Advisory Services Network
Georgia
-$11.1K -461 Closed

ACV Hedge Fund Activity: Q4 2025 in Review

39 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Virtus Diversified Income & Convertible Fund (ACV) for Q4 2025, worth a combined $58.2M — up 16% from $50.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ACV positions and 5 closed out — a net gain of 1 holder — while 15 added to existing stakes and 9 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.51M. The largest seller was Landscape Capital Management, exiting entirely with an estimated $625K sold.

  • 39 institutional investors held Virtus Diversified Income & Convertible Fund (ACV) as of Q4 2025, up from 38 in Q3 2025.
  • Funds reported $58.2M of Virtus Diversified Income & Convertible Fund stock for Q4 2025, up 16% quarter-over-quarter.
  • 6 funds opened new Virtus Diversified Income & Convertible Fund positions in Q4 2025 and 5 closed out, a net change of +1 holder.
  • The largest Virtus Diversified Income & Convertible Fund buyer in Q4 2025 was Guggenheim Capital, an estimated $1.51M added.
  • The largest Virtus Diversified Income & Convertible Fund seller in Q4 2025 was Landscape Capital Management, an estimated $625K sold.

Based on aggregated 13F filings for Q4 2025.