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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
Wells Fargo
1
Wells Fargo
California
$12.2M -$495K -19,443 -4%
GC
2
Guggenheim Capital
Illinois
$9.49M +$1.51M +59,335 +20%
LPL Financial
3
LPL Financial
California
$7.86M +$111K +4,349 +1%
AAM
4
Advisors Asset Management
Colorado
$5.86M +$668K +26,251 +13%
Raymond James Financial
5
Raymond James Financial
Florida
$3.74M +$484 +19 +0%
Bank of America
6
Bank of America
North Carolina
$2.59M +$43.3K +1,702 +2%
Morgan Stanley
7
Morgan Stanley
New York
$2.16M +$263K +10,321 +14%
EWL
8
Emissary Wealth LLC
New Jersey
$2.09M +$2.02M +79,499 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.83M +$73.6K +2,892 +4%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.31M -$313K -12,308 -20%
PFO
11
PMG Family Office
Texas
$1.11M -$39K -1,533 -3%
WEG
12
World Equity Group
Illinois
$785K +$79.5K +3,125 +12%
DC
13
Davenport & Co
Virginia
$671K
GJWM
14
Gilliland Jeter Wealth Management
Arkansas
$660K +$17.8K +700 +3%
MP
15
McDonald Partners
Ohio
$649K
BRWA
16
B. Riley Wealth Advisors
Florida
$646K +$815 +32 +0.1%
AWM
17
Apollon Wealth Management
South Carolina
$630K +$276K +10,847 +83%
Invesco
18
Invesco
Georgia
$542K +$263K +10,341 +101%
Stifel Financial
19
Stifel Financial
Missouri
$484K -$93.5K -3,673 -17%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$348K +$35.1K +1,378 +12%
UBS Group
21
UBS Group
Switzerland
$311K
RZH
22
Relyea Zuckerberg Hanson
Connecticut
$264K -$50.9K -2,000 -17%
OC
23
Oppenheimer & Co
New York
$262K -$42.8K -1,683 -14%
USCWA
24
U.S. Capital Wealth Advisors
Texas
$258K -$178K -7,000 -42%
WIA
25
World Investment Advisors
California
$257K +$7.56K +297 +3%

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.