NIE

Virtus Equity & Convertible Income Fund

86 hedge funds and large institutions have $167M invested in Virtus Equity & Convertible Income Fund in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+10
Holders Change %
+13.16%
% 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
31
Reduced
27
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$24.1M -$784K -32,794 -3%
AAM
2
Advisors Asset Management
Colorado
$23.8M -$317K -13,261 -1%
Morgan Stanley
3
Morgan Stanley
New York
$13.7M +$375K +15,698 +3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$13.3M -$70.6K -2,952 -0.5%
Raymond James Financial
5
Raymond James Financial
Florida
$11.3M -$30.9K -1,291 -0.3%
GC
6
Guggenheim Capital
Illinois
$10.3M -$548K -22,929 -5%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$9.28M +$227K +9,451 +3%
SDWIA
8
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$5.05M +$122K +5,119 +2%
LPL Financial
9
LPL Financial
California
$4.54M +$303K +12,660 +7%
UBS Group
10
UBS Group
Switzerland
$4.14M -$175K -7,309 -4%
WAM
11
Wolverine Asset Management
Illinois
$3.9M +$3.69M +154,208 +1,726%
Bank of America
12
Bank of America
North Carolina
$3.17M -$78.6K -3,288 -2%
Invesco
13
Invesco
Georgia
$2.72M -$389K -16,276 -13%
CA
14
Cornerstone Advisors
North Carolina
$2.71M +$2.71M +113,191 New
SFS
15
Shaker Financial Services
Virginia
$2.43M +$906K +37,911 +60%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.12M -$49.9K -2,087 -2%
Stifel Financial
17
Stifel Financial
Missouri
$1.9M +$1.24M +51,762 +188%
OC
18
OxenFree Capital
Florida
$1.72M +$53.8K +2,251 +3%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.6M -$266K -10,791 -14%
CIA
20
Capital Investment Advisors
Georgia
$1.43M -$18.6K -780 -1%
IWC
21
Integrated Wealth Concepts
Massachusetts
$1.4M +$114K +4,765 +9%
RAM
22
Readystate Asset Management
Illinois
$1.24M +$954K +39,921 +329%
KFGK
23
Keystone Financial Group (Kentucky)
Kentucky
$1.22M +$267K +11,176 +28%
KAS
24
Kestra Advisory Services
Texas
$947K -$9.51K -398 -1%
AF
25
Allworth Financial
California
$874K +$1.48K +62 +0.2%