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ECF

Ellsworth Growth & Income Fund

48 hedge funds and large institutions have $70M invested in Ellsworth Growth & Income Fund in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

1.23% less ownership

Funds ownership: 47.1%45.86% (-1.2%)

7% less capital invested

Capital invested by funds: $75M → $70M (-$4.99M)

8% less funds holding

Funds holding: 5248 (-4)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
48
Holders Change
-4
Holders Change %
-7.69%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
18
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
51
Valley National Advisers
Pennsylvania
-$3K -333 Closed
SIS
52
Sound Income Strategies
Florida
-$771 -62 Closed
Bank of America
53
Bank of America
North Carolina
-$663 -57 Closed
GI
54
GAMMA Investing
California
-$174 -15 Closed