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 %
FFA
51
Farther Finance Advisors
California
$881 -$13 -1 -1%
AssetMark Inc
52
AssetMark Inc
California
$737 – – –
TRCT
53
Tower Research Capital (TRC)
New York
$659 +$620 +48 +1,600%
PA
54
Parallel Advisors
California
$465 -$13 -1 -3%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$65 -$15.9K -1,220 -100%
Fidelity Investments
56
Fidelity Investments
Massachusetts
$13 -$247 -19 -95%
HNB
57
Huntington National Bank
Ohio
$9 -$9 – –
CPC
58
Congress Park Capital
New York
– -$6.05M -435,852 Closed
Pathstone Holdings
59
Pathstone Holdings
New Jersey
– -$2.61M -187,909 Closed
PAS
60
Park Avenue Securities
New York
– -$1.45M -104,668 Closed
PAG
61
Private Advisor Group
New Jersey
– -$890K -64,103 Closed
RAM
62
Readystate Asset Management
Illinois
– -$813K -58,562 Closed
RCM
63
Robinson Capital Management
Michigan
– -$434K -31,286 Closed
ICMP
64
Integrated Capital Management (Pennsylvania)
Pennsylvania
– -$271K -19,515 Closed
AWS
65
Atria Wealth Solutions
New York
– -$140K -10,085 Closed
MWM
66
Melfa Wealth Management
Massachusetts
– -$117K -8,406 Closed
GLA
67
Good Life Advisors
Pennsylvania
– -$107K -7,715 Closed
EC
68
Elequin Capital
New York
– -$101K -7,305 Closed
SIMG
69
Sonora Investment Management Group
Arizona
– -$98.5K -7,100 Closed
GSIAS
70
Garden State Investment Advisory Services
New Jersey
– -$97K -6,986 Closed
JPLA
71
Joseph P. Lucia & Associates
New York
– -$96.2K -6,932 Closed
PFG
72
Prosperity Financial Group
California
– -$92.5K -6,663 Closed
CA
73
Cornerstone Advisors
North Carolina
– -$90.6K -6,525 Closed
AFG
74
Atomi Financial Group
New York
– -$89.8K -6,469 Closed
OC
75
Oppenheimer & Co
New York
– -$87.5K -6,305 Closed
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