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 %
IAIM
51
International Assets Investment Management
Florida
$300K 12,535 -125 -1%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$278K 11,632 +71 +0.6%
WS
53
Wedbush Securities
California
$263K 11,007 -283 -3%
SCA
54
SMH Capital Advisors
Texas
$252K 10,545 -100 -0.9%
JIC
55
Joel Isaacson & Co
New York
$239K 10,000
GAA
56
Global Assets Advisory
Florida
$238K 10,000 -20,000 -67%
Walleye Capital
57
Walleye Capital
New York
$235K 9,813 +9,813 New
DC
58
Davenport & Co
Virginia
$231K 9,665
DWP
59
Daymark Wealth Partners
Ohio
$231K 9,661 -300 -3%
DJYG
60
David J. Yvars Group
Florida
$219K 9,180 +9,180 New
HA
61
Huntleigh Advisors
Missouri
$219K 9,151 +9,151 New
BCA
62
Bay Colony Advisors
Massachusetts
$212K 8,862 +8,862 New
Comerica Bank
63
Comerica Bank
Texas
$191K 8,003 +47 +0.6%
NA
64
NewEdge Advisors
Louisiana
$171K 7,152 +227 +3%
WWM
65
Wolff Wiese Magana
California
$102K 4,248
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$71.8K 3,004
MCM
67
MAI Capital Management
Ohio
$66.9K 2,800 +58 +2%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$61.6K 2,576 -428 -14%
HI
69
Harbour Investments
Wisconsin
$49K 2,048
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$46K 1,920 +7 +0.4%
SWM
71
Spire Wealth Management
Virginia
$39.4K 1,650
CA
72
CoreCap Advisors
Michigan
$31.1K 1,300
EB
73
Eastern Bank
Massachusetts
$31K 1,298
FFWM
74
Future Financial Wealth Management
Ohio
$23.9K 1,000
FFA
75
Farther Finance Advisors
California
$22.7K 950