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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
FFA
76
Farther Finance Advisors
California
$22.7K – – –
TFGT
77
TS Financial Group (TSFG)
Illinois
$18K – – –
PS
78
Principal Securities
Iowa
$11.4K +$8.39K +375 +368%
WIM
79
Westside Investment Management
California
$8.37K – – –
NC
80
North Capital
Utah
$6.79K – – –
HWP
81
Highline Wealth Partners
California
$5.28K +$4.95K +221 New
GC
82
Garde Capital
Washington
$4.78K +$4.48K +200 New
SFCL
83
Strengthening Families & Communities LLC
Massachusetts
$4.2K +$90 +4 +2%
VNA
84
Valley National Advisers
Pennsylvania
$3K +$3.71K +166 New
HCM
85
Hollencrest Capital Management
California
$1.58K – – –
Fidelity Investments
86
Fidelity Investments
Massachusetts
$287 +$246 +11 +1,100%
CAM
87
Creekmur Asset Management
Illinois
$54 – – –
GEM
88
Global Endowment Management
North Carolina
– -$1.33M -60,000 Closed
JP Morgan Chase
89
JP Morgan Chase
New York
– -$43.4K -1,961 Closed
CCM
90
Coldstream Capital Management
Washington
– -$42.7K -1,928 Closed
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.