AVK

Advent Convertible and Income Fund

95 hedge funds and large institutions have $174M invested in Advent Convertible and Income Fund in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
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
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
SA
28
Sanctuary Advisors
Indiana
$741K
WA
29
Waverly Advisors
Alabama
$693K
PI
30
PFG Investments
New York
$666K
Invesco
31
Invesco
Georgia
$656K
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$649K
SFS
33
Shaker Financial Services
Virginia
$615K
IAIM
34
International Assets Investment Management
Florida
$559K
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$555K
HBCM
36
Heron Bay Capital Management
Michigan
$548K
AAS
37
Ameritas Advisory Services
Nebraska
$487K
CIA
38
Concurrent Investment Advisors
Florida
$487K
WWA
39
WCG Wealth Advisors
Nevada
$470K
Calamos Advisors
40
Calamos Advisors
Illinois
$451K
TPWM
41
Twelve Points Wealth Management
Massachusetts
$445K
IWC
42
Integrated Wealth Concepts
Massachusetts
$439K
SCM
43
Sage Capital Management
New Jersey
$425K
CWM
44
Centurion Wealth Management
Virginia
$413K
PFO
45
PMG Family Office
Texas
$390K
MC
46
Moors & Cabot
Massachusetts
$377K
Jane Street
47
Jane Street
New York
$343K
NFSG
48
Newbridge Financial Services Group
Florida
$315K
BPA
49
Beacon Pointe Advisors
California
$300K
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$293K