NIE

Virtus Equity & Convertible Income Fund

94 hedge funds and large institutions have $180M invested in Virtus Equity & Convertible Income Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
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
Wells Fargo
1
Wells Fargo
California
$25.8M
AAM
2
Advisors Asset Management
Colorado
$21.6M
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$14.1M
Morgan Stanley
4
Morgan Stanley
New York
$13.5M
Raymond James Financial
5
Raymond James Financial
Florida
$11.7M
GC
6
Guggenheim Capital
Illinois
$10.6M
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$10M
CA
8
Cornerstone Advisors
North Carolina
$5.62M
SDWIA
9
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$5.37M
LPL Financial
10
LPL Financial
California
$5.35M
UBS Group
11
UBS Group
Switzerland
$4.27M
WAM
12
Wolverine Asset Management
Illinois
$4.16M
Bank of America
13
Bank of America
North Carolina
$3.18M
Invesco
14
Invesco
Georgia
$2.68M
SFS
15
Shaker Financial Services
Virginia
$2.65M
WIA
16
World Investment Advisors
California
$2.44M
Osaic Holdings
17
Osaic Holdings
Arizona
$2.3M
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.09M
Stifel Financial
19
Stifel Financial
Missouri
$1.98M
DADC
20
D.A. Davidson & Co
Montana
$1.77M
CIA
21
Capital Investment Advisors
Georgia
$1.51M
OC
22
OxenFree Capital
Florida
$1.43M
IWC
23
Integrated Wealth Concepts
Massachusetts
$1.39M
Allspring Global Investments
24
Allspring Global Investments
North Carolina
$1.34M
KFGK
25
Keystone Financial Group (Kentucky)
Kentucky
$1.24M