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NIE

Virtus Equity & Convertible Income Fund
NIE

87 hedge funds and large institutions have $168M invested in Virtus Equity & Convertible Income Fund in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

23% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 26

15% more capital invested

Capital invested by funds: $146M → $168M (+$21.9M)

13% more funds holding

Funds holding: 77 → 87 (+10)

1.52% more ownership

Funds ownership: 23.82% → 25.34% (+1.5%)

Holders
87
Holders Change
+10
Holders Change %
+12.99%
% 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
32
Reduced
26
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
+$3.45M
2
CA
Cornerstone Advisors
North Carolina
+$2.53M
3
Stifel Financial
Stifel Financial
Missouri
+$1.16M
4
RAM
Readystate Asset Management
Illinois
+$893K
5
SFS
Shaker Financial Services
Virginia
+$848K

Top Sellers

Rank Fund Capital Flow
1
GEM
Global Endowment Management
North Carolina
-$1.33M
2
Wells Fargo
Wells Fargo
California
-$734K
3
GC
Guggenheim Capital
Illinois
-$513K
4
GAA
Global Assets Advisory
Florida
-$448K
5
Invesco
Invesco
Georgia
-$364K
Name Holding Trade Value Shares
Change 		Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$857K -$353K -15,790 -31%
Ameriprise
27
Ameriprise
Minnesota
$848K +$76.1K +3,399 +11%
HWAM
28
Hennion & Walsh Asset Management
New Jersey
$804K -$21.4K -954 -3%
SPIA
29
Steward Partners Investment Advisory
New York
$803K +$78.9K +3,524 +12%
SC
30
Stolper & Co
Oklahoma
$763K +$26.3K +1,174 +4%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$706K -$57.8K -2,583 -8%
RIL
32
Rothschild Investment LLC
Illinois
$693K -$10.1K -450 -2%
PFS
33
Prospera Financial Services
Texas
$678K +$635K +28,371 New
Baird Financial Group
34
Baird Financial Group
Wisconsin
$626K +$5.95K +266 +1%
Allspring Global Investments
35
Allspring Global Investments
North Carolina
$619K +$63.9K +2,856 +12%
DADC
36
D.A. Davidson & Co
Montana
$611K +$14.2K +635 +3%
CWM
37
Cornerstone Wealth Management
Missouri
$588K +$16.4K +734 +3%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$520K +$122K +5,459 +33%
Truist Financial
39
Truist Financial
North Carolina
$516K -$5.53K -247 -1%
CWM
40
Centurion Wealth Management
Virginia
$514K -$7.88K -352 -2%
P
41
&Partners
Tennessee
$513K +$480K +21,446 New
LFAS
42
Level Four Advisory Services
Texas
$474K -$3.92K -175 -0.9%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$451K +$2.82K +126 +0.7%
AWS
44
Atria Wealth Solutions
New York
$437K +$196K +8,745 +92%
BKA
45
Brick & Kyle Associates
Pennsylvania
$418K +$393K +17,569 New
LCM
46
Landscape Capital Management
New Jersey
$415K -$97K -4,334 -20%
LNWWM
47
Laird Norton Wetherby Wealth Management
California
$374K +$351K +15,663 New
IFWM
48
Institute for Wealth Management
Colorado
$360K -$2.22K -99 -0.7%
PI
49
PFG Investments
New York
$355K +$1.05K +47 +0.3%
AQR Capital Management
50
AQR Capital Management
Connecticut
$345K +$323K +14,452 New
1
2
3 4

NIE Hedge Fund Activity: Q2 2025 in Review

87 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Virtus Equity & Convertible Income Fund (NIE) for Q2 2025, worth a combined $168M — up 15% from $146M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NIE positions and 3 closed out — a net gain of 10 holders — while 32 added to existing stakes and 26 trimmed.

The largest buyer was Wolverine Asset Management, adding an estimated $3.45M. The largest seller was Global Endowment Management, exiting entirely with an estimated $1.33M sold.

  • 87 institutional investors held Virtus Equity & Convertible Income Fund (NIE) as of Q2 2025, up from 77 in Q1 2025.
  • Funds reported $168M of Virtus Equity & Convertible Income Fund stock for Q2 2025, up 15% quarter-over-quarter.
  • 13 funds opened new Virtus Equity & Convertible Income Fund positions in Q2 2025 and 3 closed out, a net change of +10 holders.
  • The largest Virtus Equity & Convertible Income Fund buyer in Q2 2025 was Wolverine Asset Management, an estimated $3.45M added.
  • The largest Virtus Equity & Convertible Income Fund seller in Q2 2025 was Global Endowment Management, an estimated $1.33M sold.

Based on aggregated 13F filings for Q2 2025.