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AVK

Advent Convertible and Income Fund

98 hedge funds and large institutions have $161M invested in Advent Convertible and Income Fund in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

22% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 27

3% more funds holding

Funds holding: 9598 (+3)

1.79% less ownership

Funds ownership: 30.84%29.05% (-1.8%)

8% less capital invested

Capital invested by funds: $174M → $161M (-$13.1M)

Holders
98
Holders Change
+3
Holders Change %
+3.16%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
33
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
26
Stolper & Co
Oklahoma
$776K +$10.5K +833 +1%
MWM
27
Modern Wealth Management
Kansas
$775K -$145K -11,456 -16%
AIA
28
Absolute Investment Advisers
Florida
$752K -$2.51M -197,984 -77%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$716K +$65.8K +5,200 +10%
PI
30
PFG Investments
New York
$706K +$53.1K +4,196 +8%
WA
31
Waverly Advisors
Alabama
$681K +$1.51K +119 +0.2%
Stifel Financial
32
Stifel Financial
Missouri
$635K +$511K +40,368 +394%
IAIM
33
International Assets Investment Management
Florida
$597K +$20.2K +1,600 +3%
GFG
34
Greenberg Financial Group
Arizona
$596K +$601K +47,510 New
HBCM
35
Heron Bay Capital Management
Michigan
$537K
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$535K -$8.48K -670 -2%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$510K +$225K +17,770 +77%
QL
38
Quarry LP
New York
$482K -$728K -57,552 -60%
CIA
39
Concurrent Investment Advisors
Florida
$477K
WWA
40
WCG Wealth Advisors
Nevada
$461K
TPWM
41
Twelve Points Wealth Management
Massachusetts
$448K +$25 +2 +0%
AAS
42
Ameritas Advisory Services
Nebraska
$417K -$61.5K -4,863 -13%
SCM
43
Sage Capital Management
New Jersey
$416K
CWM
44
Centurion Wealth Management
Virginia
$411K +$6.33K +500 +2%
PFO
45
PMG Family Office
Texas
$375K -$7.06K -558 -2%
MC
46
Moors & Cabot
Massachusetts
$370K
Invesco
47
Invesco
Georgia
$363K -$283K -22,360 -44%
BPA
48
Beacon Pointe Advisors
California
$294K
CA
49
CoreCap Advisors
Michigan
$292K +$59.6K +4,710 +25%
AFG
50
Atomi Financial Group
New York
$265K