Who Owns Advent Convertible and Income Fund (AVK)?Hedge Fund & Institutional Holders

$11.84-0.26 (-2.15%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$7.516853000016002e+167T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$10.01$10.76$11.50$12.25$13.00Sep 24Jun 25Mar 26

AVK — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ABSOLUTE INVESTMENT ADVISERS, LLCNew Position+59K+$751.7M
Penserra Capital Management LLCNew Position+1.3M+$16.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+163K+$2.0M
Sanctuary Advisors, LLCNew Position+95K+$1.2M
Formidable Asset Management, LLCNew Position+89K+$1.1M
&PARTNERSNew Position+82K+$1.0M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+56K+$716K
PFG Investments, LLCNew Position+56K+$706K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+48K+$597K
GREENBERG FINANCIAL GROUPNew Position+48K+$595K
Concurrent Investment Advisors, LLCNew Position+38K+$477K
Twelve Points Wealth Management LLCNew Position+35K+$447K
Ameritas Advisory Services, LLCNew Position+33K+$416K
Sage Capital Management, LLCNew Position+33K+$416K
CoreCap Advisors, LLCNew Position+23K+$291K

AVK — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
WELLS FARGO & COMPANY/MNDecreased-77K-$11.2B
MORGAN STANLEYDecreased-40K-$6.7B
NWF Advisory Services Inc.Decreased-459K-$6.1B
Baird Financial Group, Inc.Decreased-4K-$3.9B
Creative PlanningDecreased-919-$1.8B
OSAIC HOLDINGS, INC.Decreased-11K-$1.6B
UBS Group AGDecreased-4K-$1.4B
Quarry LPDecreased-58K-$1.2B
Modern Wealth Management, LLCDecreased-11K-$936.6M
NewEdge Advisors, LLCDecreased-887-$903.8M
Invesco Ltd.Decreased-22K-$655.5M
ROYAL BANK OF CANADADecreased-670-$555.0M
Integrated Wealth Concepts LLCClosed Position-34K-$439.2M
PMG Family Office LLCDecreased-558-$389.6M
JANE STREET GROUP, LLCClosed Position-27K-$343.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1ABSOLUTE INVESTMENT ADVISERS, LLC59,002$751.7M0.09%Share
2SIT INVESTMENT ASSOCIATES INC2,437,672$30.0M0.60%Share
3Penserra Capital Management LLC1,303,614$16.0M0.19%Share
4Advisors Asset Management, Inc.788,747$9.0M0.15%Share
5RAYMOND JAMES FINANCIAL INC740,724$9.0M0.00%Share
6GUGGENHEIM CAPITAL LLC785,038$9.0M0.06%Share
7RAYMOND JAMES FINANCIAL INC777,102$9.0M0.00%Share
8LPL Financial LLC567,005$7.0M0.00%Share
9MORGAN STANLEY481,017$6.0M0.00%Share
10Koshinski Asset Management, Inc.465,158$5.8M0.38%Share
11WELLS FARGO & COMPANY/MN428,505$5.0M0.00%Share
12WELLS FARGO & COMPANY/MN370,868$4.0M0.00%Share
13Arete Wealth Advisors, LLC308,048$3.9M0.24%Share
14Baird Financial Group, Inc.299,883$3.0M0.00%Share
15FCA CORP /TX231,225$2.9M0.82%Share
16Steward Partners Investment Advisory, LLC217,859$2.0M0.01%Share
17COMMONWEALTH EQUITY SERVICES, LLC163,357$2.0M0.00%Share
18Cyndeo Wealth Partners, LLC138,145$1.7M0.09%Share
19UBS Group AG104,853$1.3M0.00%Share
20Formidable Asset Management, LLC89,316$1.1M0.17%Share
21Creative Planning140,680$1.0M0.00%Share
22&PARTNERS81,621$1.0M0.01%Share
23OSAIC HOLDINGS, INC.117,678$1.0M0.00%Share
24NWF Advisory Services Inc.70,893$888K0.10%Share
25Sanctuary Advisors, LLC67,293$843K0.00%Share
26Stolper Co61,919$776K0.23%Share
27Modern Wealth Management, LLC61,831$775K0.01%Share
28NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO13,034$752K0.00%Share
29WEALTH ENHANCEMENT ADVISORY SERVICES, LLC55,820$716K0.00%Share
30PFG Investments, LLC56,300$706K0.03%Share
31INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC47,636$597K0.04%Share
32GREENBERG FINANCIAL GROUP47,510$595K0.24%Share
33Heron Bay Capital Management42,823$536K0.10%Share
34Quarry LP38,423$481K0.08%Share
35Concurrent Investment Advisors, LLC38,039$477K0.01%Share
36WCG Wealth Advisors LLC36,752$460K0.01%Share
37Twelve Points Wealth Management LLC34,783$447K0.10%Share
38Ameritas Advisory Services, LLC33,246$416K0.02%Share
39Sage Capital Management, LLC33,200$416K0.19%Share
40Centurion Wealth Management LLC32,773$410K0.09%Share
41PMG Family Office LLC29,931$375K0.43%Share
42Invesco Ltd.28,922$362K0.00%Share
43Sanctuary Advisors, LLC27,873$337K0.00%Share
44CoreCap Advisors, LLC23,265$291K0.01%Share
45Compound Planning, Inc.21,156$265K0.01%Share
46Shaker Financial Services, LLC20,934$262K0.08%Share
47Windsor Capital Management, LLC20,553$257K0.07%Share
48PRIVATE TRUST CO NA20,558$257K0.02%Share
49Vanguard Capital Wealth Advisors20,315$254K0.20%Share
50KESTRA PRIVATE WEALTH SERVICES, LLC19,700$247K0.00%Share

AVK Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202599$898.2M+34
Q3 202565$101.8B-17
Q2 202582$84.5B-4
Q1 202586$102.0B+2
Q4 202484$7.9T+20
Q3 202464$54.9T-1
Q2 202465$53.6T+4
Q1 202461$50.7T—

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As of Q4 2025, 50 institutional investors hold AVK (Advent Convertible and Income Fund). The largest holder is ABSOLUTE INVESTMENT ADVISERS, LLC with $751.7M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own AVK?

As of Q4 2025, 50 institutional investors report holding AVK (Advent Convertible and Income Fund) in their 13F filings.

Who is the largest institutional holder of AVK?

The largest institutional holder of AVK is ABSOLUTE INVESTMENT ADVISERS, LLC with $751.7M in shares.

Is institutional ownership of AVK increasing or decreasing?

This quarter, 15 institutions opened new positions in AVK and 2 closed their positions.