NIE

Virtus Equity & Convertible Income Fund

90 hedge funds and large institutions have $185M invested in Virtus Equity & Convertible Income Fund in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 37 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
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
KFGK
26
Keystone Financial Group (Kentucky)
Kentucky
$1.21M
IWC
27
Integrated Wealth Concepts
Massachusetts
$1.15M
Stifel Financial
28
Stifel Financial
Missouri
$1.09M
Calamos Advisors
29
Calamos Advisors
Illinois
$1.05M
RAM
30
Readystate Asset Management
Illinois
$1.03M
KAS
31
Kestra Advisory Services
Texas
$994K
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$895K
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$893K
Ameriprise
34
Ameriprise
Minnesota
$850K
SC
35
Stolper & Co
Oklahoma
$813K
SPIA
36
Steward Partners Investment Advisory
New York
$779K
AF
37
Allworth Financial
California
$779K
PFO
38
PMG Family Office
Texas
$736K
RIL
39
Rothschild Investment LLC
Illinois
$722K
PFS
40
Prospera Financial Services
Texas
$694K
CWM
41
Cornerstone Wealth Management
Missouri
$658K
LFAS
42
Level Four Advisory Services
Texas
$642K
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$622K
Truist Financial
44
Truist Financial
North Carolina
$538K
CWM
45
Centurion Wealth Management
Virginia
$536K
DJYG
46
David J. Yvars Group
Florida
$527K
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$509K
Baird Financial Group
48
Baird Financial Group
Wisconsin
$460K
HWAM
49
Hennion & Walsh Asset Management
New Jersey
$419K
CL
50
CSS LLC
Illinois
$415K