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Calamos Convertible Opportunities & Income Fund

CHI
Exchange
Nasdaq
SEC CIK
0001171471

In the last 90 days, Calamos Convertible Opportunities & Income Fund insiders filed 1 open-market purchase and 0 sales; 137 institutions reported holding it in 13F filings for Q2 2026, worth $252.8M in total; no superinvestor holds it.

13F holders, Q4 2025

Institutional positions in Calamos Convertible Opportunities & Income Fund as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
146
+16 vs. Q3 2025
Shares held
17.7M
+548.9K (+3.2%) vs. Q3 2025
Total value
$186.2M
+$1.41M (+0.8%) vs. Q3 2025
New holders
23
53 more added
Sold out
7
32 more reduced

2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting CHI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2025: 146 institutions
Q1 2021: 108 institutionsQ2 2021: 109 institutionsQ3 2021: 106 institutionsQ4 2021: 110 institutionsQ1 2022: 115 institutionsQ2 2022: 110 institutionsQ3 2022: 104 institutionsQ4 2022: 109 institutionsQ1 2023: 116 institutionsQ2 2023: 109 institutionsQ3 2023: 109 institutionsQ4 2023: 113 institutionsQ1 2024: 108 institutionsQ2 2024: 111 institutionsQ3 2024: 116 institutionsQ4 2024: 128 institutionsQ1 2025: 122 institutionsQ2 2025: 138 institutionsQ3 2025: 132 institutionsQ4 2025: 146 institutionsQ1 2026: 136 institutionsQ2 2026: 137 institutions
Value heldQ4 2025: $186.2M
Q1 2021: $201.0MQ2 2021: $206.1MQ3 2021: $200.1MQ4 2021: $203.3MQ1 2022: $160.0MQ2 2022: $155.5MQ3 2022: $129.8MQ4 2022: $145.6MQ1 2023: $145.3MQ2 2023: $157.5MQ3 2023: $149.0MQ4 2023: $147.6MQ1 2024: $160.1MQ2 2024: $177.1MQ3 2024: $172.5MQ4 2024: $185.2MQ1 2025: $149.6MQ2 2025: $179.6MQ3 2025: $185.0MQ4 2025: $186.2MQ1 2026: $193.8MQ2 2026: $252.8M
Institutions holding CHI and their total value by quarter
QuarterHoldersValue
Q2 2026137$252.8M
Q1 2026136$193.8M
Q4 2025146$186.2M
Q3 2025132$185.0M
Q2 2025138$179.6M
Q1 2025122$149.6M
Q4 2024128$185.2M
Q3 2024116$172.5M
Q2 2024111$177.1M
Q1 2024108$160.1M
Q4 2023113$147.6M
Q3 2023109$149.0M
Q2 2023109$157.5M
Q1 2023116$145.3M
Q4 2022109$145.6M
Q3 2022104$129.8M
Q2 2022110$155.5M
Q1 2022115$160.0M
Q4 2021110$203.3M
Q3 2021106$200.1M
Q2 2021109$206.1M
Q1 2021108$201.0M

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Calamos Convertible Opportunities & Income Fund; share changes are against Q3 2025.

Institutions holding CHI in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Envestnet Asset Management Inc12,979$136.0K0.00%+12,979New
ProCore Advisors, LLC12,136$127.2K0.13%+12,136New
Continuum Advisory, LLC12,120$127.0K0.01%+12,120New
Palogic Value Management, L.P.12,000$125.8K0.05%00.0%Unchanged
Modern Wealth Management, LLC11,915$124.9K0.00%00.0%Unchanged
Allworth Financial LP11,897$124.7K0.00%+2,962+33.2%Added
Melfa Wealth Management, LLC11,819$123.9K0.07%00.0%Unchanged
Clearstead Advisors, LLC11,527$120.8K0.00%+303+2.7%Added
Cerity Partners LLC11,435$119.8K0.00%−880−7.1%Reduced
Semus Wealth Partners LLC11,228$117.7K0.06%−5,252−31.9%Reduced
Creative Planning11,004$115.3K0.00%+40.0%Added
Steward Partners Investment Advisory, LLC9,912$103.9K0.00%00.0%Unchanged
Flagship Harbor Advisors, LLC9,679$101.4K0.00%+9,679New
Kestra Advisory Services, LLC8,857$92.8K0.00%+8,857New
Global Retirement Partners, LLC8,308$87.1K0.00%+114+1.4%Added
Barrett & Company, Inc.7,750$81.2K0.03%00.0%Unchanged
Monetary Management Group Inc7,500$78.6K0.02%00.0%Unchanged
Farther Finance Advisors, LLC5,340$56.0K0.00%00.0%Unchanged
NBC Securities, Inc.4,413$46.2K0.00%00.0%Unchanged
Bryn Mawr Trust Co4,000$41.9K0.00%00.0%Unchanged
Ameriflex Group, Inc.3,700$38.8K0.02%−3,700−50.0%Reduced
CWM, LLC3,639$38.0K0.00%+3,639New
Private Trust Co NA3,000$31.4K0.00%00.0%Unchanged
Gen-Wealth Partners Inc2,575$27.0K0.01%00.0%Unchanged
GHP Investment Advisors, Inc.2,400$25.2K0.00%00.0%Unchanged
Costello Asset Management, INC2,227$23.3K0.01%+41+1.9%Added
CX Institutional2,176$23.0K0.00%−7,245−76.9%Reduced
IFP Advisors, Inc2,000$21.0K0.00%+2,000New
Caldwell Trust Co1,534$16.1K0.00%00.0%Unchanged
ORG Partners LLC1,500$15.7K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co1,495$15.7K0.00%−23,957−94.1%Reduced
Center for Financial Planning, Inc.1,094$11.5K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.1,000$10.5K0.00%00.0%Unchanged
McIlrath & Eck, LLC811$8.50K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC725$7.60K0.00%00.0%Unchanged
Rothschild Investment LLC662$6.94K0.00%00.0%Unchanged
Garton & Associates Financial Advisors LLC575$6.03K0.00%+575New
Cape Investment Advisory, Inc.402$4.21K0.00%+402New
Highline Wealth Partners LLC400$4.19K0.00%00.0%Unchanged
Twin Lakes Capital Management, LLC325$3.41K0.00%+8+2.5%Added
GAMMA Investing LLC321$3.36K0.00%+200+165.3%Added
Assetmark, Inc241$2.53K0.00%+241New
Key Financial Inc89$9330.00%00.0%Unchanged
Citigroup Inc27$2830.00%00.0%Unchanged
Huntington National Bank–$100.00%––
Eastern Bank0$30.00%0Unchanged
Newbridge Financial Services Group, Inc.0$00.00%−21,704−100.0%Sold out
Turim 21 Investimentos Ltda.0$00.00%−1,945−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−1,279−100.0%Sold out
Principal Securities, Inc.0$00.00%−1,012−100.0%Sold out
Advisory Services Network, LLC0$00.00%−664−100.0%Sold out
St Germain D J Co Inc0$00.00%−300−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−54−100.0%Sold out
Sonora Investment Management Group, LLC––––Not filed
Creekmur Asset Management LLC––––Not filed