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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
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$75.4K – – –
MCM
77
MAI Capital Management
Ohio
$71.7K +$1.37K +56 +2%
WA
78
Westfuller Advisors
New York
$52.9K +$51.5K +2,107 New
HI
79
Harbour Investments
Wisconsin
$51.4K – – –
BBPWM
80
Blue Bell Private Wealth Management
Pennsylvania
$38.1K +$37.1K +1,519 New
CA
81
CoreCap Advisors
Michigan
$32.6K – – –
EB
82
Eastern Bank
Massachusetts
$32.6K – – –
FFWM
83
Future Financial Wealth Management
Ohio
$25.1K – – –
FFA
84
Farther Finance Advisors
California
$23.9K – – –
TFGT
85
TS Financial Group (TSFG)
Illinois
$19K – – –
JP Morgan Chase
86
JP Morgan Chase
New York
$10.1K +$9.82K +402 New
WIM
87
Westside Investment Management
California
$8.79K – – –
NC
88
North Capital
Utah
$7.16K +$24 +1 +0.4%
HWP
89
Highline Wealth Partners
California
$5.55K – – –
SFCL
90
Strengthening Families & Communities LLC
Massachusetts
$4.5K +$73 +3 +2%
ASN
91
Advisory Services Network
Georgia
$4.14K +$4.03K +165 New
VNA
92
Valley National Advisers
Pennsylvania
$4K – – –
PS
93
Principal Securities
Iowa
$2.56K -$9.16K -375 -79%
HCM
94
Hollencrest Capital Management
California
$1.66K – – –
Fidelity Investments
95
Fidelity Investments
Massachusetts
$778 +$464 +19 +158%
CAM
96
Creekmur Asset Management
Illinois
$58 – – –
Walleye Capital
97
Walleye Capital
New York
– -$235K -9,813 Closed
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
– -$61.6K -2,576 Closed
SWM
99
Spire Wealth Management
Virginia
– -$39.4K -1,650 Closed
GC
100
Garde Capital
Washington
– -$4.78K -200 Closed
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.