NCV

Virtus Convertible & Income Fund
NCV

Overview Fund Activity

56 hedge funds and large institutions have $71.2M invested in Virtus Convertible & Income Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
-35
Holders Change %
-38.46%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
21
Reduced
24
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
+$7.78M
2
WAM
Wolverine Asset Management
Illinois
+$2.21M
3
LCM
Landscape Capital Management
New Jersey
+$809K
4
RCM
Rivernorth Capital Management
Florida
+$692K
5
LSC
Logan Stone Capital
Illinois
+$611K

Top Sellers

1
CPC
Congress Park Capital
New York
-$6.05M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
-$2.61M
3
PAS
Park Avenue Securities
New York
-$1.45M
4
WAM
WNY Asset Management
New York
-$1.12M
5
PAG
Private Advisor Group
New Jersey
-$890K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$299K +$62.5K +4,830 +26%
NA
27
NewEdge Advisors
Louisiana
$265K -$54.3K -4,201 -17%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$258K +$6.63K +513 +3%
KAS
29
Kestra Advisory Services
Texas
$256K +$284 +22 +0.1%
GWM
30
Geneos Wealth Management
Colorado
$236K +$216K +16,727 +1,114%
HighTower Advisors
31
HighTower Advisors
Illinois
$219K -$87.2K -6,747 -29%
Wells Fargo
32
Wells Fargo
California
$212K -$56.5K -4,371 -21%
EGA
33
E&G Advisors
Texas
$180K +$6.44K +498 +4%
CL
34
Choreo LLC
Illinois
$177K -$7.05K -545 -4%
WS
35
Wedbush Securities
California
$152K +$21.9K +1,694 +17%
EAM
36
Everstar Asset Management
North Carolina
$149K -$17.1K -1,325 -10%
CA
37
CoreCap Advisors
Michigan
$143K -$13 -1 -0%
DA
38
Doliver Advisors
Texas
$140K +$140K +10,856 New
AW
39
Alteri Wealth
California
$138K -$5.21K -403 -4%
Stifel Financial
40
Stifel Financial
Missouri
$133K -$18.8K -1,455 -12%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$60K +$206 +16 +0.3%
FFO
42
Fortitude Family Office
Arizona
$32.3K -$3.28K -254 -9%
WA
43
WPG Advisers
Maryland
$24.6K +$582 +45 +2%
Comerica Bank
44
Comerica Bank
Texas
$14.3K -$24.7K -1,911 -63%
FGAM
45
Financial Gravity Asset Management
Texas
$10.3K +$10.3K +793 New
PFSC
46
Peoples Financial Services Corp
Pennsylvania
$9.14K – – –
CCM
47
Coldstream Capital Management
Washington
$5.43K +$5.43K +420 New
BBPWM
48
Blue Bell Private Wealth Management
Pennsylvania
$3.88K +$3.88K +300 New
WPA
49
Wealth Preservation Advisors
Tennessee
$2.53K +$2.53K +196 New
MCM
50
MAI Capital Management
Ohio
$1.62K +$1.62K +125 New
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