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 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
27
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$516K +$76.2K +3,074 +17%
MC
27
Moors & Cabot
Massachusetts
$484K
PFS
28
Prospera Financial Services
Texas
$478K -$61.1K -2,462 -11%
CD
29
Chapin Davis
Maryland
$457K +$12.4K +500 +3%
AW
30
Alteri Wealth
California
$392K +$43.4K +1,750 +12%
Truist Financial
31
Truist Financial
North Carolina
$389K +$7.5K +302 +2%
P
32
&Partners
Tennessee
$371K +$7.65K +308 +2%
AAS
33
Avantax Advisory Services
Texas
$309K +$309K +12,462 New
LBC
34
Leigh Baldwin & Co
New York
$309K +$309K +12,436 New
DJYG
35
David J. Yvars Group
Florida
$295K -$34.9K -1,408 -11%
Jane Street
36
Jane Street
New York
$275K +$275K +11,065 New
Osaic Holdings
37
Osaic Holdings
Arizona
$273K -$27.4K -1,110 -9%
NS
38
NBC Securities
Alabama
$242K +$20K +809 +9%
BCA
39
Bay Colony Advisors
Massachusetts
$242K -$215K -8,665 -47%
SWM
40
Stockman Wealth Management
Montana
$202K +$202K +8,131 New
JWCA
41
J.W. Cole Advisors
Florida
$201K +$201K +8,079 New
NFSG
42
Newbridge Financial Services Group
Florida
$148K +$148K +5,974 New
Comerica Bank
43
Comerica Bank
Texas
$103K +$25 +1 +0%
US Bancorp
44
US Bancorp
Minnesota
$52.7K
EC
45
Elequin Capital
New York
$46.6K -$143K -5,774 -75%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$43K
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$39K
PA
48
Parallel Advisors
California
$32.5K +$645 +26 +2%
SWM
49
Spire Wealth Management
Virginia
$32.3K +$32.3K +1,300 New
HI
50
Harbour Investments
Wisconsin
$29.5K