NIE

Virtus Equity & Convertible Income Fund

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
Holders
96
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
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
WA
78
Westfuller Advisors
New York
$52.9K
HI
79
Harbour Investments
Wisconsin
$51.4K
BBPWM
80
Blue Bell Private Wealth Management
Pennsylvania
$38.1K
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
WIM
87
Westside Investment Management
California
$8.79K
NC
88
North Capital
Utah
$7.16K
HWP
89
Highline Wealth Partners
California
$5.55K
SFCL
90
Strengthening Families & Communities LLC
Massachusetts
$4.5K
ASN
91
Advisory Services Network
Georgia
$4.14K
VNA
92
Valley National Advisers
Pennsylvania
$4K
PS
93
Principal Securities
Iowa
$2.56K
HCM
94
Hollencrest Capital Management
California
$1.66K
Fidelity Investments
95
Fidelity Investments
Massachusetts
$778
CAM
96
Creekmur Asset Management
Illinois
$58
Walleye Capital
97
Walleye Capital
New York
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
SWM
99
Spire Wealth Management
Virginia
GC
100
Garde Capital
Washington