Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VIRTUS DIVERSIFIED INCM & CO (ACV)

37 + Investors. Track Smart Money conviction in ACV. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
59%

Smart Money Signals — ACV

Based on 37 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
37 hedge funds hold ACV right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +23% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+23% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 59% buying

20 buying14 selling
Last quarter: 20 funds bought or added vs 14 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 4 → 10 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 11% medium ■ 32% new
21 out of 37 hedge funds have held ACV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~5 new funds/quarter

4 → 3 → 4 → 10 → 5 new funds/Q
New funds entering each quarter: 3 → 4 → 10 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 57% of holders stayed 2+ years

■ 57% veterans ■ 5% 1-2yr ■ 38% new
Of 37 current holders: 21 (57%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
8 of 37 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in ACV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: ACV

How many hedge funds hold ACV — quarterly history vs. share price
Quarterly hedge fund ownership of ACV vs. share price

Market Analysis: ACV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ACV

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: ACV
2026 Q1 Stats Unlock in 19 days 37 + Investors

Track Smart Money conviction in ACV. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 37 37 -
13F Shares 2M 2M 2.53%
Total Value $56M $50M 11.97%
New Positions 5 10 -5
Increased Positions 15 10 +5
Closed Positions 5 2 +3
Reduced Positions 9 10 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ACV

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

37 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ACV. Verified SEC 13F-HR filings.

Top 9 institutional holders of ACV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PMG Family Office LLC 1.17% 43,023 $1.0M
2 Gilliland Jeter Wealth Management LLC 0.18% 25,149 $611K
3 B. Riley Wealth Advisors, Inc. 0.04% 25,221 $599K
4 Apollon Wealth Management, LLC 0.01% 25,623 $623K
5 DAVENPORT & Co LLC 0.00% 25,528 $620K
6 CENTRAL TRUST Co 0.00% 1,500 $36K
7 HIGHLINE WEALTH PARTNERS LLC 0.00% 100 $2K
8 Farther Finance Advisors, LLC 0.00% 1,977 $48K
9 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 9,879 $240K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — VIRTUS DIVERSIFIED INCM & CO (ACV)

What does the Smart Money Trend signal show for ACV?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for ACV?

Slight buying edge — 59% buying: Last quarter: 20 funds bought or added vs 14 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ACV holders?

Elite ownership — 49% AUM from top-100 funds: 8 of 37 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in ACV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ACV?

57% of holders stayed for 2+ years: 21 out of 37 hedge funds have held ACV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.