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
CIBC Private Wealth Group
76
CIBC Private Wealth Group
Georgia
$26.1K
ZBNA
77
Zions Bancorporation, National Association
Utah
$25.7K
US Bancorp
78
US Bancorp
Minnesota
$18.9K
SIS
79
Sound Income Strategies
Florida
$18.2K
GIA
80
GHP Investment Advisors
Colorado
$16.6K
GSWM
81
Golden State Wealth Management
California
$13.1K
FDCDDQ
82
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.8K
ME
83
McIlrath & Eck
Washington
$10.3K
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$7K
FGA
85
Fortis Group Advisors
New Jersey
$6.96K
HWP
86
Highline Wealth Partners
California
$6.39K
GWP
87
Gen-Wealth Partners
Michigan
$6.33K
NSIM
88
North Star Investment Management
Illinois
$5.37K
JP Morgan Chase
89
JP Morgan Chase
New York
$5.12K
AF
90
Allworth Financial
California
$5.12K
ASN
91
Advisory Services Network
Georgia
$4.39K
GRP
92
Global Retirement Partners
California
$4.02K
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$3.57K
AssetMark Inc
94
AssetMark Inc
California
$3.35K
GWM
95
Geneos Wealth Management
Colorado
$1.27K
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
EC
97
Elequin Capital
New York
Mariner
98
Mariner
Kansas
LMKC
99
L.M. Kohn & Company
Ohio
UCFA
100
United Capital Financial Advisors
Texas