NCV

Virtus Convertible & Income Fund

63 hedge funds and large institutions have $102M invested in Virtus Convertible & Income Fund in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
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
Lido Advisors
26
Lido Advisors
California
$476K
RCM
27
Robinson Capital Management
Michigan
$475K
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$426K
RAM
29
Readystate Asset Management
Illinois
$399K
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$399K
BBPWM
31
Blue Bell Private Wealth Management
Pennsylvania
$386K
MFG
32
Merit Financial Group
Georgia
$348K
Pathstone Holdings
33
Pathstone Holdings
New Jersey
$336K
P
34
&Partners
Tennessee
$328K
Raymond James Financial
35
Raymond James Financial
Florida
$324K
UBS Group
36
UBS Group
Switzerland
$323K
Mariner
37
Mariner
Kansas
$303K
ICMP
38
Integrated Capital Management (Pennsylvania)
Pennsylvania
$260K
CA
39
CoreCap Advisors
Michigan
$242K
EGA
40
E&G Advisors
Texas
$198K
HighTower Advisors
41
HighTower Advisors
Illinois
$197K
CEFA
42
Closed-End Fund Advisors
Virginia
$179K
EAM
43
Everstar Asset Management
North Carolina
$175K
AW
44
Alteri Wealth
California
$172K
GRP
45
Global Retirement Partners
California
$127K
Wells Fargo
46
Wells Fargo
California
$97.9K
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$65K
PWPS
48
Pinnacle Wealth Planning Services
Ohio
$45.2K
FFO
49
Fortitude Family Office
Arizona
$37.9K
TCOV
50
Trust Company of Vermont
Vermont
$24.7K