CHI

Calamos Convertible Opportunities and Income Fund

140 hedge funds and large institutions have $185M invested in Calamos Convertible Opportunities and Income Fund in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 52 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
NA
26
NewEdge Advisors
Louisiana
$1.08M
KPWG
27
KFA Private Wealth Group
Virginia
$1M
PFO
28
PMG Family Office
Texas
$999K
BCM
29
Boreal Capital Management
Florida
$880K
Comerica Bank
30
Comerica Bank
Texas
$830K
Stifel Financial
31
Stifel Financial
Missouri
$779K
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$755K
TWPM
33
Total Wealth Planning & Management
Florida
$749K
IWM
34
IHT Wealth Management
Illinois
$724K
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$722K
LCM
36
Landscape Capital Management
New Jersey
$715K
SIC
37
Samalin Investment Counsel
New York
$710K
IFWM
38
Institute for Wealth Management
Colorado
$615K
LWMM
39
Legacy Wealth Management (Mississippi)
Mississippi
$574K
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$548K
SA
41
SAM Advisors
California
$534K
SEI Investments
42
SEI Investments
Pennsylvania
$493K
GFG
43
Greenberg Financial Group
Arizona
$479K
Northern Trust
44
Northern Trust
Illinois
$467K
P
45
&Partners
Tennessee
$464K
AAP
46
Arax Advisory Partners
Colorado
$437K
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$429K
GWM
48
Geneos Wealth Management
Colorado
$403K
CW
49
CreativeOne Wealth
Kansas
$397K
DBIA
50
Dumont & Blake Investment Advisors
New Jersey
$389K