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NIE

Virtus Equity & Convertible Income Fund

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: 7787 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$24.1M -$734K -32,794 -3%
AAM
2
Advisors Asset Management
Colorado
$23.8M -$297K -13,261 -1%
Morgan Stanley
3
Morgan Stanley
New York
$13.7M +$351K +15,698 +3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$13.3M -$66.1K -2,952 -0.5%
Raymond James Financial
5
Raymond James Financial
Florida
$11.3M -$28.9K -1,291 -0.3%
GC
6
Guggenheim Capital
Illinois
$10.3M -$513K -22,929 -5%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$9.28M +$212K +9,451 +3%
SDWIA
8
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$5.05M +$115K +5,119 +2%
LPL Financial
9
LPL Financial
California
$4.54M +$283K +12,660 +7%
UBS Group
10
UBS Group
Switzerland
$4.14M -$164K -7,309 -4%
WAM
11
Wolverine Asset Management
Illinois
$3.9M +$3.45M +154,208 +1,726%
Bank of America
12
Bank of America
North Carolina
$3.17M -$73.6K -3,288 -2%
Invesco
13
Invesco
Georgia
$2.72M -$364K -16,276 -13%
CA
14
Cornerstone Advisors
North Carolina
$2.71M +$2.53M +113,191 New
SFS
15
Shaker Financial Services
Virginia
$2.43M +$848K +37,911 +60%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.14M +$306K +13,693 +18%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.12M -$46.7K -2,087 -2%
Stifel Financial
18
Stifel Financial
Missouri
$1.9M +$1.16M +51,762 +188%
OC
19
OxenFree Capital
Florida
$1.72M +$50.4K +2,251 +3%
CIA
20
Capital Investment Advisors
Georgia
$1.43M -$17.5K -780 -1%
IWC
21
Integrated Wealth Concepts
Massachusetts
$1.4M +$107K +4,765 +9%
RAM
22
Readystate Asset Management
Illinois
$1.24M +$893K +39,921 +329%
KFGK
23
Keystone Financial Group (Kentucky)
Kentucky
$1.22M +$250K +11,176 +28%
KAS
24
Kestra Advisory Services
Texas
$947K -$8.91K -398 -1%
AF
25
Allworth Financial
California
$874K +$1.39K +62 +0.2%

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.