NCV

Virtus Convertible & Income Fund

60 hedge funds and large institutions have $97.8M invested in Virtus Convertible & Income Fund in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
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
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$448K
WAM
27
Wolverine Asset Management
Illinois
$436K
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$417K
P
29
&Partners
Tennessee
$407K
UBS Group
30
UBS Group
Switzerland
$405K
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$402K
Millennium Management
32
Millennium Management
New York
$398K
MFG
33
Merit Financial Group
Georgia
$341K
Raymond James Financial
34
Raymond James Financial
Florida
$318K
Mariner
35
Mariner
Kansas
$286K
ICMP
36
Integrated Capital Management (Pennsylvania)
Pennsylvania
$242K
SFS
37
Shaker Financial Services
Virginia
$217K
EGA
38
E&G Advisors
Texas
$175K
EAM
39
Everstar Asset Management
North Carolina
$171K
AW
40
Alteri Wealth
California
$169K
Wells Fargo
41
Wells Fargo
California
$89.7K
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$69.4K
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$45.9K
PWPS
44
Pinnacle Wealth Planning Services
Ohio
$38.4K
HI
45
Harbour Investments
Wisconsin
$19.6K
WA
46
WPG Advisers
Maryland
$16.8K
IAIM
47
International Assets Investment Management
Florida
$12.8K
FGAM
48
Financial Gravity Asset Management
Texas
$11.8K
GIA
49
GHP Investment Advisors
Colorado
$11.2K
PFSC
50
Peoples Financial Services Corp
Pennsylvania
$10.5K