NIE

Virtus Equity & Convertible Income Fund

86 hedge funds and large institutions have $167M invested in Virtus Equity & Convertible Income Fund in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 3 closing their positions.

Holders
86
Holders Change
+10
Holders Change %
+13.16%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
31
Reduced
27
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$24.1M 1,010,150 -32,794 -3%
AAM
2
Advisors Asset Management
Colorado
$23.8M 994,862 -13,261 -1%
Morgan Stanley
3
Morgan Stanley
New York
$13.7M 572,723 +15,698 +3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$13.3M 556,615 -2,952 -0.5%
Raymond James Financial
5
Raymond James Financial
Florida
$11.3M 471,831 -1,291 -0.3%
GC
6
Guggenheim Capital
Illinois
$10.3M 430,452 -22,929 -5%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$9.28M 385,540 +9,451 +3%
SDWIA
8
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$5.05M 211,461 +5,119 +2%
LPL Financial
9
LPL Financial
California
$4.54M 190,077 +12,660 +7%
UBS Group
10
UBS Group
Switzerland
$4.14M 173,114 -7,309 -4%
WAM
11
Wolverine Asset Management
Illinois
$3.9M 163,143 +154,208 +1,726%
Bank of America
12
Bank of America
North Carolina
$3.17M 132,630 -3,288 -2%
Invesco
13
Invesco
Georgia
$2.72M 113,827 -16,276 -13%
CA
14
Cornerstone Advisors
North Carolina
$2.71M 113,191 +113,191 New
SFS
15
Shaker Financial Services
Virginia
$2.43M 101,493 +37,911 +60%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.12M 88,721 -2,087 -2%
Stifel Financial
17
Stifel Financial
Missouri
$1.9M 79,360 +51,762 +188%
OC
18
OxenFree Capital
Florida
$1.72M 72,168 +2,251 +3%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.6M 64,854 -10,791 -14%
CIA
20
Capital Investment Advisors
Georgia
$1.43M 59,982 -780 -1%
IWC
21
Integrated Wealth Concepts
Massachusetts
$1.4M 58,385 +4,765 +9%
RAM
22
Readystate Asset Management
Illinois
$1.24M 52,044 +39,921 +329%
KFGK
23
Keystone Financial Group (Kentucky)
Kentucky
$1.22M 50,961 +11,176 +28%
KAS
24
Kestra Advisory Services
Texas
$947K 39,622 -398 -1%
AF
25
Allworth Financial
California
$874K 36,557 +62 +0.2%