CA
AIO

Cliff Asness’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

Cliff Asness’s Portfolio AIO Stock Details AIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$232K Buy
+8,250
New +$211K ﹤0.01% 3740

Other funds holding AIO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Cliff Asness's AIO Position: Q2 2026 in Review

Cliff Asness opened a new position in Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) in Q2 2026: 8,250 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #3740 among its holdings.

84 funds tracked by Wall St. Rank hold AIO as of Q2 2026.

  • Cliff Asness held 8,250 shares of Virtus Artificial Intelligence & Technology Opportunities Fund worth $232K as of Q2 2026.
  • Virtus Artificial Intelligence & Technology Opportunities Fund was a new Cliff Asness position in Q2 2026.
  • Virtus Artificial Intelligence & Technology Opportunities Fund made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #3740 holding.
  • 84 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.