AVK

Advent Convertible and Income Fund

93 hedge funds and large institutions have $173M invested in Advent Convertible and Income Fund in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
Holders Change %
% of All Funds
Holding in Top 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 +$1.46M
2 +$759K
3 +$623K
4
SFS
Shaker Financial Services
Virginia
+$615K
5
Jane Street
Jane Street
New York
+$343K

Top Sellers

1 -$4.6M
2 -$4.44M
3 -$2.7M
4
QL
Quarry LP
New York
-$1.97M
5
AAM
Advisors Asset Management
Colorado
-$850K
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$876K
SC
27
Stolper & Co
Oklahoma
$781K
WA
28
Waverly Advisors
Alabama
$693K
PI
29
PFG Investments
New York
$666K
Invesco
30
Invesco
Georgia
$656K
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$649K
SFS
32
Shaker Financial Services
Virginia
$615K
IAIM
33
International Assets Investment Management
Florida
$559K
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$555K
HBCM
35
Heron Bay Capital Management
Michigan
$548K
AAS
36
Ameritas Advisory Services
Nebraska
$487K
CIA
37
Concurrent Investment Advisors
Florida
$487K
WWA
38
WCG Wealth Advisors
Nevada
$470K
Calamos Advisors
39
Calamos Advisors
Illinois
$451K
TPWM
40
Twelve Points Wealth Management
Massachusetts
$445K
IWC
41
Integrated Wealth Concepts
Massachusetts
$439K
SCM
42
Sage Capital Management
New Jersey
$425K
CWM
43
Centurion Wealth Management
Virginia
$413K
MC
44
Moors & Cabot
Massachusetts
$377K
Jane Street
45
Jane Street
New York
$343K
NFSG
46
Newbridge Financial Services Group
Florida
$315K
BPA
47
Beacon Pointe Advisors
California
$300K
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$293K
AFG
49
Atomi Financial Group
New York
$271K
WCM
50
Windsor Capital Management
Arizona
$267K