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
Holders Change %
% of All Funds
Holding in Top 10
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
FFO
51
Fortitude Family Office
Arizona
$35.5K
GRP
52
Global Retirement Partners
California
$25.2K
TCOV
53
Trust Company of Vermont
Vermont
$19.6K
WA
54
WPG Advisers
Maryland
$17.6K
Comerica Bank
55
Comerica Bank
Texas
$17.1K
BBPWM
56
Blue Bell Private Wealth Management
Pennsylvania
$12.8K
FGC
57
Financial Gravity Companies
Texas
$11.3K
GIA
58
GHP Investment Advisors
Colorado
$10.7K
PFSC
59
Peoples Financial Services Corp
Pennsylvania
$10K
AF
60
Allworth Financial
California
$5.28K
NFSG
61
Newbridge Financial Services Group
Florida
$5.05K
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
RCM
66
Rivernorth Capital Management
Florida
GP
67
Gridiron Partners
Pennsylvania
LSC
68
Logan Stone Capital
Illinois
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
EAM
70
Everstar Asset Management
North Carolina
DA
71
Doliver Advisors
Texas
CCM
72
Coldstream Capital Management
Washington
MCM
73
MAI Capital Management
Ohio
TRCT
74
Tower Research Capital (TRC)
New York
PA
75
Parallel Advisors
California