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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
IAIM
51
International Assets Investment Management
Florida
$300K -$2.8K -125 -1%
SA
52
Sanctuary Advisors
Indiana
$283K – – –
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$278K +$1.59K +71 +0.6%
WS
54
Wedbush Securities
California
$263K -$6.33K -283 -3%
SCA
55
SMH Capital Advisors
Texas
$252K -$2.24K -100 -0.9%
JIC
56
Joel Isaacson & Co
New York
$239K – – –
GAA
57
Global Assets Advisory
Florida
$238K -$448K -20,000 -67%
Walleye Capital
58
Walleye Capital
New York
$235K +$220K +9,813 New
DC
59
Davenport & Co
Virginia
$231K – – –
DWP
60
Daymark Wealth Partners
Ohio
$231K -$6.71K -300 -3%
DJYG
61
David J. Yvars Group
Florida
$219K +$205K +9,180 New
HA
62
Huntleigh Advisors
Missouri
$219K +$205K +9,151 New
BCA
63
Bay Colony Advisors
Massachusetts
$212K +$198K +8,862 New
Comerica Bank
64
Comerica Bank
Texas
$191K +$1.05K +47 +0.6%
NA
65
NewEdge Advisors
Louisiana
$171K +$5.08K +227 +3%
WWM
66
Wolff Wiese Magana
California
$102K – – –
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$71.8K – – –
MCM
68
MAI Capital Management
Ohio
$66.9K +$1.3K +58 +2%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$61.6K -$9.58K -428 -14%
HI
70
Harbour Investments
Wisconsin
$49K – – –
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$46K +$157 +7 +0.4%
SWM
72
Spire Wealth Management
Virginia
$39.4K – – –
CA
73
CoreCap Advisors
Michigan
$31.1K – – –
EB
74
Eastern Bank
Massachusetts
$31K – – –
FFWM
75
Future Financial Wealth Management
Ohio
$23.9K – – –
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.