NCZ

Virtus Convertible & Income Fund II

57 hedge funds and large institutions have $99M invested in Virtus Convertible & Income Fund II in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
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
UBS Group
26
UBS Group
Switzerland
$353K
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$327K
NA
28
NewEdge Advisors
Louisiana
$267K
CEFA
29
Closed-End Fund Advisors
Virginia
$234K
ICMP
30
Integrated Capital Management (Pennsylvania)
Pennsylvania
$222K
CL
31
Choreo LLC
Illinois
$192K
AIS
32
Accredited Investor Services
Minnesota
$180K
IAS
33
Insigneo Advisory Services
Florida
$177K
RAM
34
Readystate Asset Management
Illinois
$174K
Wells Fargo
35
Wells Fargo
California
$160K
PI
36
PFG Investments
New York
$157K
HighTower Advisors
37
HighTower Advisors
Illinois
$149K
CA
38
CoreCap Advisors
Michigan
$145K
HCM
39
Hollencrest Capital Management
California
$142K
GRP
40
Global Retirement Partners
California
$131K
BBPWM
41
Blue Bell Private Wealth Management
Pennsylvania
$104K
PWPS
42
Pinnacle Wealth Planning Services
Ohio
$57.8K
Comerica Bank
43
Comerica Bank
Texas
$26.6K
WA
44
WPG Advisers
Maryland
$21.4K
AF
45
Allworth Financial
California
$19.5K
CBT
46
Crews Bank & Trust
Florida
$17.2K
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$17K
FHA
48
Flagship Harbor Advisors
Massachusetts
$13.3K
KG
49
Kilter Group
New York
$13K
HWM
50
HighMark Wealth Management
Minnesota
$10.6K