NCV

Virtus Convertible & Income Fund

64 hedge funds and large institutions have $88.8M invested in Virtus Convertible & Income Fund in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 11 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+8
Holders Change %
+14.29%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
11
Reduced
23
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FFO
51
Fortitude Family Office
Arizona
$35.5K
GRP
52
Global Retirement Partners
California
$25.2K +$25.2K +1,778 New
TCOV
53
Trust Company of Vermont
Vermont
$19.6K +$19.6K +1,381 New
WA
54
WPG Advisers
Maryland
$17.6K -$9.43K -664 -35%
Comerica Bank
55
Comerica Bank
Texas
$17.1K +$1.43K +101 +9%
BBPWM
56
Blue Bell Private Wealth Management
Pennsylvania
$12.8K +$8.52K +600 +200%
FGC
57
Financial Gravity Companies
Texas
$11.3K +$11.3K +793 New
GIA
58
GHP Investment Advisors
Colorado
$10.7K +$10.7K +750 New
PFSC
59
Peoples Financial Services Corp
Pennsylvania
$10K
AF
60
Allworth Financial
California
$5.28K +$5.28K +372 New
NFSG
61
Newbridge Financial Services Group
Florida
$5.06K +$5.06K +356 New
WPA
62
Wealth Preservation Advisors
Tennessee
$2.78K
FFA
63
Farther Finance Advisors
California
$966
AssetMark Inc
64
AssetMark Inc
California
$809
HNB
65
Huntington National Bank
Ohio
$9 -$9
RCM
66
Rivernorth Capital Management
Florida
-$2.39M -184,971 Closed
GP
67
Gridiron Partners
Pennsylvania
-$970K -75,010 Closed
LSC
68
Logan Stone Capital
Illinois
-$611K -47,278 Closed
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
-$258K -19,954 Closed
EAM
70
Everstar Asset Management
North Carolina
-$149K -11,525 Closed
DA
71
Doliver Advisors
Texas
-$140K -10,856 Closed
CCM
72
Coldstream Capital Management
Washington
-$5.43K -420 Closed
MCM
73
MAI Capital Management
Ohio
-$1.62K -125 Closed
TRCT
74
Tower Research Capital (TRC)
New York
-$659 -51 Closed
PA
75
Parallel Advisors
California
-$465 -36 Closed