NCV

Virtus Convertible & Income Fund

59 hedge funds and large institutions have $96.7M 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, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
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
WAM
26
Wolverine Asset Management
Illinois
$436K
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$417K
P
28
&Partners
Tennessee
$407K
UBS Group
29
UBS Group
Switzerland
$405K
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$402K
Millennium Management
31
Millennium Management
New York
$398K
MFG
32
Merit Financial Group
Georgia
$341K
Raymond James Financial
33
Raymond James Financial
Florida
$318K
Mariner
34
Mariner
Kansas
$286K
ICMP
35
Integrated Capital Management (Pennsylvania)
Pennsylvania
$242K
SFS
36
Shaker Financial Services
Virginia
$217K
EGA
37
E&G Advisors
Texas
$175K
EAM
38
Everstar Asset Management
North Carolina
$171K
AW
39
Alteri Wealth
California
$169K
Wells Fargo
40
Wells Fargo
California
$89.7K
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$69.4K
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$45.9K
PWPS
43
Pinnacle Wealth Planning Services
Ohio
$38.4K
HI
44
Harbour Investments
Wisconsin
$19.6K
WA
45
WPG Advisers
Maryland
$16.8K
IAIM
46
International Assets Investment Management
Florida
$12.8K
FGAM
47
Financial Gravity Asset Management
Texas
$11.8K
GIA
48
GHP Investment Advisors
Colorado
$11.2K
PFSC
49
Peoples Financial Services Corp
Pennsylvania
$10.5K
WWM
50
Western Wealth Management
Colorado
$9.16K