AIO

Virtus Artificial Intelligence & Technology Opportunities Fund
AIO

Overview Fund Activity

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
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$18.8M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$2.52M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$683K
4
Ameriprise
4
Ameriprise
Minnesota
$7.21M
5
AAM
5
Advisors Asset Management
Colorado
$12.8M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$0
2
AG
2
AmeriFlex Group
Nevada
$0
3
SFS
3
Shaker Financial Services
Virginia
$0
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$0
5
ACP
5
Aveo Capital Partners
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
51
MAI Capital Management
Ohio
$27K 1,089 – –
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$24.8K 1,000 +1,000 New
NA
53
NewEdge Advisors
Louisiana
$19.1K 768 -663 -46%
BCM
54
Boreal Capital Management
Florida
$12K 483 +483 New
PS
55
Principal Securities
Iowa
$9.66K 389 +389 New
DJSG
56
D.J. St. Germain
Massachusetts
$6.83K 275 – –
PSFG
57
Park Square Financial Group
Georgia
$5.29K 213 -42 -16%
T
58
Tidemark
California
$5.09K 205 +30 +17%
CPG
59
Cornerstone Planning Group
New Jersey
$2.5K 102 -21 -17%
AA
60
Ancora Advisors
Ohio
$2.48K 100 – –
AssetMark Inc
61
AssetMark Inc
California
$1.12K 45 +45 New
CAM
62
Creekmur Asset Management
Illinois
$149 6 – –
Fidelity Investments
63
Fidelity Investments
Massachusetts
$25 1 -4 -80%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
– – -97,615 Closed
AG
65
AmeriFlex Group
Nevada
– – -16,550 Closed
SFS
66
Shaker Financial Services
Virginia
– – -16,301 Closed
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
– – -14,001 Closed
ACP
68
Aveo Capital Partners
Colorado
– – -13,299 Closed
WAM
69
Wolverine Asset Management
Illinois
– – -579 Closed
LWCFA
70
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– – -400 Closed
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
– – -150 Closed
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