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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
LNWWM
51
Laird Norton Wetherby Wealth Management
California
$393K – – –
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$384K +$89.4K +3,661 +31%
PI
53
PFG Investments
New York
$375K +$1.1K +45 +0.3%
IFWM
54
Institute for Wealth Management
Colorado
$371K -$6.38K -261 -2%
AQR Capital Management
55
AQR Capital Management
Connecticut
$363K – – –
IAIM
56
International Assets Investment Management
Florida
$299K – – –
SA
57
Sanctuary Advisors
Indiana
$298K – – –
SCA
58
SMH Capital Advisors
Texas
$277K +$3.52K +144 +1%
GAA
59
Global Assets Advisory
Florida
$251K – – –
JIC
60
Joel Isaacson & Co
New York
$251K – – –
PIWA
61
Prevail Innovative Wealth Advisors
Kansas
$249K +$242K +9,905 New
DWP
62
Daymark Wealth Partners
Ohio
$243K – – –
WS
63
Wedbush Securities
California
$239K -$36.5K -1,493 -14%
DC
64
Davenport & Co
Virginia
$232K -$10.2K -419 -4%
HA
65
Huntleigh Advisors
Missouri
$231K +$1.54K +63 +0.7%
BCA
66
Bay Colony Advisors
Massachusetts
$225K +$2.79K +114 +1%
SWM
67
Silverlake Wealth Management
Vermont
$205K +$199K +8,163 New
OC
68
Oppenheimer & Co
New York
$204K +$198K +8,123 New
Comerica Bank
69
Comerica Bank
Texas
$202K +$1.1K +45 +0.6%
JWCA
70
J.W. Cole Advisors
Florida
$202K +$196K +8,028 New
NA
71
NewEdge Advisors
Louisiana
$180K -$73 -3 -0%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$115K +$112K +4,569 New
WWM
73
Wolff Wiese Magana
California
$107K – – –
US Bancorp
74
US Bancorp
Minnesota
$104K +$101K +4,135 New
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$84K +$34.4K +1,407 +73%
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.