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NIE

Virtus Equity & Convertible Income Fund
NIE

96 hedge funds and large institutions have $181M invested in Virtus Equity & Convertible Income Fund in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

19% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 26

10% more funds holding

Funds holding: 87 → 96 (+9)

8% more capital invested

Capital invested by funds: $168M → $181M (+$12.9M)

25.34% less ownership

Funds ownership: 25.34% → 0% (-25%)

Holders
96
Holders Change
+9
Holders Change %
+10.34%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
31
Reduced
26
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$2.71M
2
WIA
World Investment Advisors
California
+$2.37M
3
DADC
D.A. Davidson & Co
Montana
+$1.1M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$671K
5
LPL Financial
LPL Financial
California
+$561K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$3.29M
2
Morgan Stanley
Morgan Stanley
New York
-$860K
3
RAM
Readystate Asset Management
Illinois
-$738K
4
OC
OxenFree Capital
Florida
-$393K
5
GC
Guggenheim Capital
Illinois
-$246K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$1.01M +$115K +4,705 +13%
KAS
27
Kestra Advisory Services
Texas
$999K +$4.42K +181 +0.5%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$900K – – –
AF
29
Allworth Financial
California
$856K -$60.3K -2,469 -7%
SPIA
30
Steward Partners Investment Advisory
New York
$811K -$31.3K -1,281 -4%
SC
31
Stolper & Co
Oklahoma
$802K +$440 +18 +0.1%
HWAM
32
Hennion & Walsh Asset Management
New Jersey
$799K -$44.9K -1,839 -5%
PFO
33
PMG Family Office
Texas
$754K +$734K +30,033 New
RIL
34
Rothschild Investment LLC
Illinois
$728K – – –
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$714K -$26.9K -1,101 -4%
PFS
36
Prospera Financial Services
Texas
$706K -$6.08K -249 -0.9%
CWM
37
Cornerstone Wealth Management
Missouri
$641K +$22.2K +908 +4%
LFAS
38
Level Four Advisory Services
Texas
$598K +$97.5K +3,992 +20%
P
39
&Partners
Tennessee
$594K +$54.1K +2,216 +10%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$554K +$78.2K +3,202 +17%
RAM
41
Readystate Asset Management
Illinois
$548K -$738K -30,227 -58%
Truist Financial
42
Truist Financial
North Carolina
$542K – – –
CWM
43
Centurion Wealth Management
Virginia
$540K – – –
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$476K -$68K -2,783 -13%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$471K -$181K -7,410 -28%
DJYG
46
David J. Yvars Group
Florida
$440K +$204K +8,341 +91%
LCM
47
Landscape Capital Management
New Jersey
$439K +$2.47K +101 +0.6%
BKA
48
Brick & Kyle Associates
Pennsylvania
$423K -$17.7K -724 -4%
CL
49
CSS LLC
Illinois
$415K +$404K +16,517 New
Calamos Advisors
50
Calamos Advisors
Illinois
$408K +$397K +16,233 New
1
2
3 4

NIE Hedge Fund Activity: Q3 2025 in Review

96 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Virtus Equity & Convertible Income Fund (NIE) for Q3 2025, worth a combined $181M — up 7.7% from $168M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new NIE positions and 4 closed out — a net gain of 10 holders — while 31 added to existing stakes and 26 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $2.71M. The largest seller was Advisors Asset Management, cutting an estimated $3.29M.

  • 96 institutional investors held Virtus Equity & Convertible Income Fund (NIE) as of Q3 2025, up from 87 in Q2 2025.
  • Funds reported $181M of Virtus Equity & Convertible Income Fund stock for Q3 2025, up 7.7% quarter-over-quarter.
  • 14 funds opened new Virtus Equity & Convertible Income Fund positions in Q3 2025 and 4 closed out, a net change of +10 holders.
  • The largest Virtus Equity & Convertible Income Fund buyer in Q3 2025 was Cornerstone Advisors, an estimated $2.71M added.
  • The largest Virtus Equity & Convertible Income Fund seller in Q3 2025 was Advisors Asset Management, an estimated $3.29M sold.

Based on aggregated 13F filings for Q3 2025.