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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$2.71M |
| 2 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$2.37M |
| 3 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$1.1M |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$671K |
| 5 |
LPL Financial
San Diego,
California
|
+$561K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$3.29M |
| 2 |
Morgan Stanley
New York
|
-$860K |
| 3 |
RAM
Readystate Asset Management
Chicago,
Illinois
|
-$738K |
| 4 |
OC
OxenFree Capital
Satellite Beach,
Florida
|
-$393K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$246K |
NIE Hedge Fund Activity: Q3 2025 in Review
96 of the 7,640 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.