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
Holders
98
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
AUB
76
Atlantic Union Bankshares
Virginia
$58.9K
LFASL
77
Lugano Financial Advisors SA (LFA)
Switzerland
$34.3K
CIBC Private Wealth Group
78
CIBC Private Wealth Group
Georgia
$25.8K
ZBNA
79
Zions Bancorporation, National Association
Utah
$25.2K
US Bancorp
80
US Bancorp
Minnesota
$18.5K
SIS
81
Sound Income Strategies
Florida
$17.8K
GIA
82
GHP Investment Advisors
Colorado
$16.3K
KFAS
83
Keating Financial Advisory Services
Kansas
$13.7K
GSWM
84
Golden State Wealth Management
California
$12.9K
TCM
85
Triumph Capital Management
Colorado
$12.9K
FDCDDQ
86
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.5K
ME
87
McIlrath & Eck
Washington
$10.1K
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$9K
FGA
89
Fortis Group Advisors
New Jersey
$6.82K
GWP
90
Gen-Wealth Partners
Michigan
$6.21K
NSIM
91
North Star Investment Management
Illinois
$5.26K
JP Morgan Chase
92
JP Morgan Chase
New York
$5.02K
AF
93
Allworth Financial
California
$5.02K
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$3.5K
AssetMark Inc
95
AssetMark Inc
California
$3.29K
HWP
96
Highline Wealth Partners
California
$2.76K
GWM
97
Geneos Wealth Management
Colorado
$1.24K
IA
98
IFP Advisors
Florida
$1.23K
Calamos Advisors
99
Calamos Advisors
Illinois
IWC
100
Integrated Wealth Concepts
Massachusetts