AIO

Virtus Artificial Intelligence & Technology Opportunities Fund

63 hedge funds and large institutions have $134M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 8 closing their positions.

Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
27
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$29.4M 1,186,537 +9,385 +0.8%
Bank of America
2
Bank of America
North Carolina
$18.8M 755,627 +38,458 +5%
Wells Fargo
3
Wells Fargo
California
$15.6M 628,648 +2,251 +0.4%
AAM
4
Advisors Asset Management
Colorado
$12.8M 514,514 +23,695 +5%
UBS Group
5
UBS Group
Switzerland
$11.1M 448,218 +2,397 +0.5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$8.28M 333,652 +19,352 +6%
Ameriprise
7
Ameriprise
Minnesota
$7.21M 290,542 +24,009 +9%
SPIA
8
Steward Partners Investment Advisory
New York
$3.5M 141,197 +7,497 +6%
Raymond James Financial
9
Raymond James Financial
Florida
$2.67M 107,535 +8,776 +9%
HWAM
10
Hennion & Walsh Asset Management
New Jersey
$2.52M 101,432 +36,748 +57%
Stifel Financial
11
Stifel Financial
Missouri
$2.13M 85,967 +13,471 +19%
LPL Financial
12
LPL Financial
California
$1.85M 74,560 +15,884 +27%
OC
13
Oppenheimer & Co
New York
$1.54M 61,897 +401 +0.7%
WS
14
Wedbush Securities
California
$1.35M 54,265 -2,098 -4%
SA
15
Strategic Advocates
Utah
$1.13M 45,425 +3,425 +8%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$1.11M 44,777 +875 +2%
First Trust Advisors
17
First Trust Advisors
Illinois
$986K 39,719 -559 -1%
SWM
18
SeaCrest Wealth Management
New York
$884K 35,600 +15,700 +79%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$843K 33,975 +6,019 +22%
SC
20
Sykon Capital
New York
$842K 33,906 -7,394 -18%
DC
21
Davenport & Co
Virginia
$839K 33,800 -9,500 -22%
CW
22
CreativeOne Wealth
Kansas
$825K 33,250 -3,727 -10%
KWA
23
Kingswood Wealth Advisors
California
$733K 29,530 +5,796 +24%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$683K 27,511 +27,511 New
SWA
25
Serenus Wealth Advisors
California
$549K 22,119