NCV

Virtus Convertible & Income Fund
NCV

Overview Fund Activity

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
–

Top Buyers

1
CPC
Congress Park Capital
New York
+$7.72M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
+$3.32M
3
CA
Cornerstone Advisors
North Carolina
+$1.58M
4
SF
Summit Financial
New Jersey
+$1.49M
5
GC
Guggenheim Capital
Illinois
+$1.43M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.66M
2
RCM
Rivernorth Capital Management
Florida
-$2.39M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.49M
4
GP
Gridiron Partners
Pennsylvania
-$970K
5
LSC
Logan Stone Capital
Illinois
-$611K
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
76
JPMorgan Chase & Co
New York
– -$65 -5 Closed
Fidelity Investments
77
Fidelity Investments
Massachusetts
– -$13 -1 Closed
1 2 3
4