Who Owns Calamos Convertible Opportunities and Income Fund (CHI)?Hedge Fund & Institutional Holders

$11.06-0.15 (-1.34%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

3.1913229654665544e+267%

QoQ Change in Holders

+12 / -0

Price History

$8.65$9.55$10.46$11.37$12.27Aug 24Jun 25Mar 26

CHI — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+90K+$26.0B
D.A. DAVIDSON & CO.New Position+1.0M+$11.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+555K+$5.0B
Creekside PartnersNew Position+218K+$2.3B
OPPENHEIMER & CO INCNew Position+215K+$2.3B
Advisors Asset Management, Inc.Increased+169K+$1.4B
UBS Group AGIncreased+151K+$950.0M
Total Wealth Planning & Management, Inc.New Position+71K+$748.0M
Samalin Investment Counsel, LLCNew Position+68K+$709.0M
Legacy Wealth Management, LLC / MSNew Position+55K+$573.0M
SAM Advisors, LLCNew Position+51K+$534.0M
Geneos Wealth Management Inc.New Position+38K+$403.0M
STEPHENS INC /AR/New Position+36K+$372.0M
E&G Advisors, LPNew Position+35K+$366.0M
CENTRAL TRUST CoNew Position+33K+$349.0M

CHI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Grange Capital, LLCDecreased-7K-$3.4B
Cetera Investment AdvisersDecreased-21K-$2.5B
WELLS FARGO & COMPANY/MNDecreased-35K-$1.9B
NewEdge Advisors, LLCDecreased-16K-$1.3B
PMG Family Office LLCDecreased-11K-$1.2B
Baird Financial Group, Inc.Decreased-18K-$1.0B
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.Decreased-78K-$862.9M
Rockefeller Capital Management L.P.Decreased-4K-$663.6M
RAYMOND JAMES FINANCIAL INCDecreased-14K-$633.7M
SEI INVESTMENTS CODecreased-2K-$528.5M
CAPTRUST FINANCIAL ADVISORSDecreased-1K-$454.0M
CreativeOne Wealth, LLCDecreased-2K-$424.5M
HighTower Advisors, LLCDecreased-8K-$407.9M
OSAIC HOLDINGS, INC.Decreased-11K-$397.9M
Caldwell Trust CoDecreased-25K-$291.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/2,484,015$26.0B0.00%Share
2UBS Group AG2,169,784$22.7B0.00%Share
3WELLS FARGO & COMPANY/MN1,213,903$12.0B0.00%Share
4D.A. DAVIDSON & CO.1,045,470$11.0B0.07%Share
5GUGGENHEIM CAPITAL LLC694,810$7.0B0.05%Share
6AMERIPRISE FINANCIAL INC655,478$6.0B0.00%Share
7COMMONWEALTH EQUITY SERVICES, LLC554,988$5.0B0.01%Share
8Baird Financial Group, Inc.543,001$5.0B0.01%Share
9Marathon Strategic Advisors, LLC276,926$2.9B2.22%Share
10Creekside Partners217,819$2.3B0.96%Share
11OPPENHEIMER & CO INC214,803$2.3B0.03%Share
12RAYMOND JAMES FINANCIAL INC200,862$2.0B0.00%Share
13OSAIC HOLDINGS, INC.198,394$2.0B0.00%Share
14ROYAL BANK OF CANADA218,299$2.0B0.00%Share
15Advisors Asset Management, Inc.226,592$2.0B0.03%Share
16Everstar Asset Management, LLC117,953$1.2B0.66%Share
17KFA Private Wealth Group, LLC95,882$1.0B0.24%Share
18WELLS FARGO & COMPANY/MN132,912$1.0B0.00%Share
19Rockefeller Capital Management L.P.149,847$1.0B0.00%Share
20Focus Partners Wealth143,225$1.0B0.00%Share
21RAYMOND JAMES FINANCIAL INC121,403$1.0B0.00%Share
22Total Wealth Planning & Management, Inc.71,436$748.0M0.55%Share
23Samalin Investment Counsel, LLC67,706$709.0M0.25%Share
24COMERICA BANK54,694$573.0M0.00%Share
25Legacy Wealth Management, LLC / MS54,753$573.0M0.15%Share
26SAM Advisors, LLC50,967$534.0M0.17%Share
27Geneos Wealth Management Inc.38,474$403.0M0.01%Share
28LANDSCAPE CAPITAL MANAGEMENT, L.L.C.35,555$372.0M0.02%Share
29STEPHENS INC /AR/35,540$372.0M0.00%Share
30E&G Advisors, LP35,002$366.0M0.08%Share
31Stratos Wealth Partners, LTD.31,523$330.0M0.00%Share
32WOLVERINE ASSET MANAGEMENT LLC31,343$328.0M0.00%Share
33Jaffetilchin Investment Partners, LLC31,029$325.0M0.02%Share
34Sigma Planning Corp30,277$317.0M0.01%Share
35Mutual Advisors, LLC29,161$305.0M0.01%Share
36Founders Financial Alliance, LLC28,412$297.0M0.06%Share
37CoreCap Advisors, LLC27,237$285.0M0.01%Share
38Game Plan Financial Advisors, LLC25,000$262.0M0.11%Share
39PFG Investments, LLC24,624$258.0M0.01%Share
40COMERICA BANK24,511$256.0M0.00%Share
41INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC23,617$247.0M0.02%Share
42LANDSCAPE CAPITAL MANAGEMENT, L.L.C.19,768$207.0M0.01%Share
43WEALTH EFFECTS LLC19,080$199.0M0.06%Share
44Hilltop Partners LLC18,305$191.0M0.05%Share
45UBS Group AG18,000$188.0M0.00%Share
46Sunpointe, LLC17,745$187.0M0.06%Share
47CENTRAL TRUST Co16,900$177.0M0.00%Share
48PINNACLE ASSOCIATES LTD16,433$172.0M0.00%Share
49CENTRAL TRUST Co16,500$172.0M0.00%Share
50NOVEM GROUP14,260$149.0M0.02%Share

CHI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025142$127.5B+61
Q3 202581$104.7B-44
Q2 2025125$139.2B+7
Q1 2025118$144.5B+16
Q4 2024102$3.7T+20
Q3 202482$11.9T+4
Q2 202478$7.9T+9
Q1 202469$3.2T—

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As of Q4 2025, 50 institutional investors hold CHI (Calamos Convertible Opportunities and Income Fund). The largest holder is BANK OF AMERICA CORP /DE/ with $26.0B in shares. This quarter, 12 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own CHI?

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

Who is the largest institutional holder of CHI?

The largest institutional holder of CHI is BANK OF AMERICA CORP /DE/ with $26.0B in shares.

Is institutional ownership of CHI increasing or decreasing?

This quarter, 12 institutions opened new positions in CHI and 0 closed their positions.