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AIO

Virtus Artificial Intelligence & Technology Opportunities Fund

78 hedge funds and large institutions have $138M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 22

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

3% more funds holding

Funds holding: 7678 (+2)

1% more capital invested

Capital invested by funds: $137M → $138M (+$1.21M)

0.49% more ownership

Funds ownership: 18.32%18.8% (+0.49%)

Holders
78
Holders Change
+2
Holders Change %
+2.63%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
34
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Calamos Advisors
26
Calamos Advisors
Illinois
$714K +$89.2K +3,970 +14%
SWM
27
SeaCrest Wealth Management
New York
$652K -$69.6K -3,100 -9%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$586K -$23.3K -1,037 -4%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$569K -$563K -25,065 -49%
CW
30
CreativeOne Wealth
Kansas
$567K +$12.2K +542 +2%
Osaic Holdings
31
Osaic Holdings
Arizona
$479K +$204K +9,104 +69%
SWA
32
Serenus Wealth Advisors
California
$474K
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$444K +$15.5K +692 +3%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$433K -$553K -24,619 -55%
1CP
35
1607 Capital Partners
Virginia
$431K +$452K +20,110 New
DI
36
Decision Investments
California
$413K -$449 -20 -0.1%
SC
37
Sykon Capital
New York
$377K -$366K -16,300 -48%
Truist Financial
38
Truist Financial
North Carolina
$377K +$27.7K +1,235 +8%
CD
39
Chapin Davis
Maryland
$375K -$20.2K -900 -5%
AW
40
Alteri Wealth
California
$370K -$2.29K -102 -0.6%
MC
41
Moors & Cabot
Massachusetts
$358K -$56.2K -2,500 -13%
PFS
42
Prospera Financial Services
Texas
$306K +$3.35K +149 +1%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$283K +$297K +13,203 New
SPC
44
Spirepoint Private Client
Florida
$271K +$66.1K +2,941 +30%
DJYG
45
David J. Yvars Group
Florida
$265K +$5.32K +237 +2%
NA
46
NewEdge Advisors
Louisiana
$265K -$5.12K -228 -2%
DC
47
Davenport & Co
Virginia
$257K -$252K -11,200 -48%
Jane Street
48
Jane Street
New York
$254K +$21.7K +966 +9%
BCA
49
Bay Colony Advisors
Massachusetts
$253K +$12.9K +575 +5%
XT
50
XTX Topco
Cayman Islands
$247K +$260K +11,556 New