Virtus Artificial Intelligence & Technology Opportunities Fund
AIO
63 hedge funds and large institutions have $130M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 4 closing their positions.
375% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 4
92% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 13
24% more funds holding
Funds holding: 51 → 63 (+12)
18% more capital invested
Capital invested by funds: $110M → $130M (+$20.2M)
0.82% more ownership
Funds ownership: 14.5% → 15.32% (+0.82%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.97M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.25M |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$1.05M |
| 4 |
DC
Davenport & Co
Richmond,
Virginia
|
+$764K |
| 5 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$522K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$1.13M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$633K |
| 3 |
C
Certuity
North Palm Beach,
Florida
|
-$486K |
| 4 |
WS
Wedbush Securities
Los Angeles,
California
|
-$465K |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$310K |
AIO Hedge Fund Activity: Q4 2024 in Review
63 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) for Q4 2024, worth a combined $130M — up 18% from $110M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new AIO positions and 4 closed out — a net gain of 15 holders — while 25 added to existing stakes and 13 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.97M. The largest seller was Sanctuary Advisors, cutting an estimated $1.13M.
- 63 institutional investors held Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) as of Q4 2024, up from 51 in Q3 2024.
- Funds reported $130M of Virtus Artificial Intelligence & Technology Opportunities Fund stock for Q4 2024, up 18% quarter-over-quarter.
- 19 funds opened new Virtus Artificial Intelligence & Technology Opportunities Fund positions in Q4 2024 and 4 closed out, a net change of +15 holders.
- The largest Virtus Artificial Intelligence & Technology Opportunities Fund buyer in Q4 2024 was Morgan Stanley, an estimated $1.97M added.
- The largest Virtus Artificial Intelligence & Technology Opportunities Fund seller in Q4 2024 was Sanctuary Advisors, an estimated $1.13M sold.
Based on aggregated 13F filings for Q4 2024.