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CHI

Calamos Convertible Opportunities and Income Fund

143 hedge funds and large institutions have $186M invested in Calamos Convertible Opportunities and Income Fund in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

66% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 32

10% more funds holding

Funds holding: 130143 (+13)

0.68% more ownership

Funds ownership: 22.02%22.7% (+0.68%)

1% more capital invested

Capital invested by funds: $185M → $186M (+$1.23M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
143
Holders Change
+13
Holders Change %
+10%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
53
Reduced
32
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
$136K +$142K +12,979 New
PA
102
ProCore Advisors
California
$127K +$132K +12,136 New
CA
103
Continuum Advisory
Idaho
$127K +$132K +12,120 New
PVM
104
Palogic Value Management
Texas
$126K
MWM
105
Modern Wealth Management
Kansas
$125K
AF
106
Allworth Financial
California
$125K +$32.3K +2,962 +33%
MWM
107
Melfa Wealth Management
Massachusetts
$124K
CA
108
Clearstead Advisors
Ohio
$121K +$3.31K +303 +3%
Cerity Partners
109
Cerity Partners
New York
$120K -$9.61K -880 -7%
SWP
110
Semus Wealth Partners
Florida
$118K -$57.3K -5,252 -32%
Creative Planning
111
Creative Planning
Kansas
$115K +$44 +4 +0%
SPIA
112
Steward Partners Investment Advisory
New York
$104K
FHA
113
Flagship Harbor Advisors
Massachusetts
$101K +$106K +9,679 New
KAS
114
Kestra Advisory Services
Texas
$92.8K +$96.7K +8,857 New
GRP
115
Global Retirement Partners
California
$87.1K +$1.25K +114 +1%
BC
116
Barrett & Company
Rhode Island
$81.2K
MMG
117
Monetary Management Group
Missouri
$78.6K
FFA
118
Farther Finance Advisors
California
$56K
NS
119
NBC Securities
Alabama
$46.2K
WSFS
120
Wilmington Savings Fund Society
Delaware
$41.9K
AG
121
AmeriFlex Group
Nevada
$38.8K -$40.4K -3,700 -50%
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$38K +$39.7K +3,639 New
PTC
123
Private Trust Company
Ohio
$31.4K
GWP
124
Gen-Wealth Partners
Michigan
$27K
GIA
125
GHP Investment Advisors
Colorado
$25.2K