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
US Bancorp
76
US Bancorp
Minnesota
$18.9K
SIS
77
Sound Income Strategies
Florida
$18.2K
GIA
78
GHP Investment Advisors
Colorado
$16.6K
GSWM
79
Golden State Wealth Management
California
$13.1K
TCM
80
Triumph Capital Management
Colorado
$13.1K
FDCDDQ
81
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.8K
ME
82
McIlrath & Eck
Washington
$10.3K
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$7K
FGA
84
Fortis Group Advisors
New Jersey
$6.96K
HWP
85
Highline Wealth Partners
California
$6.39K
GWP
86
Gen-Wealth Partners
Michigan
$6.33K
NSIM
87
North Star Investment Management
Illinois
$5.37K
JP Morgan Chase
88
JP Morgan Chase
New York
$5.12K
ASN
89
Advisory Services Network
Georgia
$4.39K
GRP
90
Global Retirement Partners
California
$4.02K
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$3.57K
AssetMark Inc
92
AssetMark Inc
California
$3.35K
GWM
93
Geneos Wealth Management
Colorado
$1.27K
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
EC
95
Elequin Capital
New York
Mariner
96
Mariner
Kansas
LMKC
97
L.M. Kohn & Company
Ohio
UCFA
98
United Capital Financial Advisors
Texas
AWM
99
Atticus Wealth Management
Florida
WA
100
WPG Advisers
Maryland