AVK

Advent Convertible and Income Fund

97 hedge funds and large institutions have $160M 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, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
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 Sellers

1 -$11.3M
2 -$2.51M
3 -$970K
4
QL
Quarry LP
New York
-$728K
5
Morgan Stanley
Morgan Stanley
New York
-$506K
Name Holding Trade Value Shares
Change
Change in
Stake
LFASL
76
Lugano Financial Advisors SA (LFA)
Switzerland
$34.3K
CIBC Private Wealth Group
77
CIBC Private Wealth Group
Georgia
$25.8K
ZBNA
78
Zions Bancorporation, National Association
Utah
$25.2K
US Bancorp
79
US Bancorp
Minnesota
$18.5K
SIS
80
Sound Income Strategies
Florida
$17.8K
GIA
81
GHP Investment Advisors
Colorado
$16.3K
KFAS
82
Keating Financial Advisory Services
Kansas
$13.7K
GSWM
83
Golden State Wealth Management
California
$12.9K
TCM
84
Triumph Capital Management
Colorado
$12.9K
FDCDDQ
85
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.5K
ME
86
McIlrath & Eck
Washington
$10.1K
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$9K
FGA
88
Fortis Group Advisors
New Jersey
$6.82K
GWP
89
Gen-Wealth Partners
Michigan
$6.21K
NSIM
90
North Star Investment Management
Illinois
$5.26K
JP Morgan Chase
91
JP Morgan Chase
New York
$5.02K
AF
92
Allworth Financial
California
$5.02K
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$3.5K
AssetMark Inc
94
AssetMark Inc
California
$3.29K
HWP
95
Highline Wealth Partners
California
$2.76K
GWM
96
Geneos Wealth Management
Colorado
$1.24K
IA
97
IFP Advisors
Florida
$1.23K
Calamos Advisors
98
Calamos Advisors
Illinois
IWC
99
Integrated Wealth Concepts
Massachusetts
Jane Street
100
Jane Street
New York