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
PVM
101
Palogic Value Management
Texas
$126K
MWM
102
Modern Wealth Management
Kansas
$125K
AF
103
Allworth Financial
California
$125K
MWM
104
Melfa Wealth Management
Massachusetts
$124K
CA
105
Clearstead Advisors
Ohio
$121K
Cerity Partners
106
Cerity Partners
New York
$120K
SWP
107
Semus Wealth Partners
Florida
$118K
Creative Planning
108
Creative Planning
Kansas
$115K
SPIA
109
Steward Partners Investment Advisory
New York
$104K
FHA
110
Flagship Harbor Advisors
Massachusetts
$101K
KAS
111
Kestra Advisory Services
Texas
$92.8K
GRP
112
Global Retirement Partners
California
$87.1K
BC
113
Barrett & Company
Rhode Island
$81.2K
MMG
114
Monetary Management Group
Missouri
$78.6K
FFA
115
Farther Finance Advisors
California
$56K
NS
116
NBC Securities
Alabama
$46.2K
WSFS
117
Wilmington Savings Fund Society
Delaware
$41.9K
AG
118
AmeriFlex Group
Nevada
$38.8K
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$38K
PTC
120
Private Trust Company
Ohio
$31.4K
GWP
121
Gen-Wealth Partners
Michigan
$27K
GIA
122
GHP Investment Advisors
Colorado
$25.2K
CAM
123
Costello Asset Management
Pennsylvania
$23.3K
CI
124
CX Institutional
Indiana
$23K
IA
125
IFP Advisors
Florida
$21K