CHI

Calamos Convertible Opportunities and Income Fund

142 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, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
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
PA
101
ProCore Advisors
California
$127K
CA
102
Continuum Advisory
Idaho
$127K
PVM
103
Palogic Value Management
Texas
$126K
MWM
104
Modern Wealth Management
Kansas
$125K
AF
105
Allworth Financial
California
$125K
MWM
106
Melfa Wealth Management
Massachusetts
$124K
CA
107
Clearstead Advisors
Ohio
$121K
Cerity Partners
108
Cerity Partners
New York
$120K
SWP
109
Semus Wealth Partners
Florida
$118K
Creative Planning
110
Creative Planning
Kansas
$115K
SPIA
111
Steward Partners Investment Advisory
New York
$104K
FHA
112
Flagship Harbor Advisors
Massachusetts
$101K
KAS
113
Kestra Advisory Services
Texas
$92.8K
GRP
114
Global Retirement Partners
California
$87.1K
BC
115
Barrett & Company
Rhode Island
$81.2K
MMG
116
Monetary Management Group
Missouri
$78.6K
FFA
117
Farther Finance Advisors
California
$56K
NS
118
NBC Securities
Alabama
$46.2K
WSFS
119
Wilmington Savings Fund Society
Delaware
$41.9K
AG
120
AmeriFlex Group
Nevada
$38.8K
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$38K
PTC
122
Private Trust Company
Ohio
$31.4K
GWP
123
Gen-Wealth Partners
Michigan
$27K
GIA
124
GHP Investment Advisors
Colorado
$25.2K
CAM
125
Costello Asset Management
Pennsylvania
$23.3K