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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

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: 8796 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$25.8M +$427K +17,463 +2%
AAM
2
Advisors Asset Management
Colorado
$21.6M -$3.29M -134,542 -14%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$14.1M +$84.7K +3,466 +0.6%
Morgan Stanley
4
Morgan Stanley
New York
$13.5M -$860K -35,208 -6%
Raymond James Financial
5
Raymond James Financial
Florida
$11.7M -$141K -5,771 -1%
GC
6
Guggenheim Capital
Illinois
$10.6M -$246K -10,073 -2%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$10M +$255K +10,453 +3%
CA
8
Cornerstone Advisors
North Carolina
$5.62M +$2.71M +110,794 +98%
SDWIA
9
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$5.37M +$54.9K +2,248 +1%
LPL Financial
10
LPL Financial
California
$5.35M +$561K +22,973 +12%
UBS Group
11
UBS Group
Switzerland
$4.27M -$77.8K -3,183 -2%
WAM
12
Wolverine Asset Management
Illinois
$4.16M +$56.9K +2,330 +1%
Bank of America
13
Bank of America
North Carolina
$3.18M -$151K -6,166 -5%
Invesco
14
Invesco
Georgia
$2.68M -$175K -7,183 -6%
SFS
15
Shaker Financial Services
Virginia
$2.65M +$94.8K +3,881 +4%
WIA
16
World Investment Advisors
California
$2.44M +$2.37M +97,090 New
Osaic Holdings
17
Osaic Holdings
Arizona
$2.3M +$71.7K +2,933 +3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.09M -$135K -5,546 -6%
Stifel Financial
19
Stifel Financial
Missouri
$1.98M -$8.72K -357 -0.4%
DADC
20
D.A. Davidson & Co
Montana
$1.77M +$1.1M +44,871 +175%
CIA
21
Capital Investment Advisors
Georgia
$1.51M
OC
22
OxenFree Capital
Florida
$1.43M -$393K -16,081 -22%
IWC
23
Integrated Wealth Concepts
Massachusetts
$1.39M -$72.6K -2,971 -5%
Allspring Global Investments
24
Allspring Global Investments
North Carolina
$1.34M +$671K +27,455 +106%
KFGK
25
Keystone Financial Group (Kentucky)
Kentucky
$1.24M -$39.7K -1,626 -3%

NIE Hedge Fund Activity: Q3 2025 in Review

96 of the 7,619 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.