NCV

Virtus Convertible & Income Fund
NCV

Overview Fund Trends Analyst Outlook Journalist POV

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding: →

more ownership

Funds ownership: →

52% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 23

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

Top Buyers

1
+$7.72M
2
+$3.32M
3
+$1.58M
4
SF
Summit Financial
New Jersey
+$1.49M
5
GC
Guggenheim Capital
Illinois
+$1.43M

Top Sellers

1
-$3.66M
2
-$2.39M
3
-$1.49M
4
GP
Gridiron Partners
Pennsylvania
-$970K
5
LSC
Logan Stone Capital
Illinois
-$611K
Name Holding Trade Value Shares
Change 		Change in
Stake
JPMorgan Chase & Co
76
JPMorgan Chase & Co
New York
–
Fidelity Investments
77
Fidelity Investments
Massachusetts
–
1 2 3
4