Virtus Artificial Intelligence & Technology Opportunities Fund
AIO
60 hedge funds and large institutions have $109M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 9 closing their positions.
5% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 21
0.11% more ownership
Funds ownership: 15.32% → 15.42% (+0.11%)
5% less funds holding
Funds holding: 63 → 60 (-3)
16% less capital invested
Capital invested by funds: $130M → $109M (-$20.4M)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.47M |
| 2 |
SA
Strategic Advocates
Logan,
Utah
|
+$989K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$524K |
| 4 |
OC
Oppenheimer & Co
New York
|
+$464K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$357K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.36M |
| 2 |
Morgan Stanley
New York
|
-$1.22M |
| 3 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$1.01M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$489K |
| 5 |
VF
Virtu Financial
New York
|
-$474K |
AIO Hedge Fund Activity: Q1 2025 in Review
60 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) for Q1 2025, worth a combined $109M — down 16% from $130M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of AIO and 7 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 22 added.
The largest buyer was Bank of America, adding an estimated $2.47M. The largest seller was Advisors Asset Management, cutting an estimated $1.36M.
- 60 institutional investors held Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) as of Q1 2025, down from 63 in Q4 2024.
- Funds reported $109M of Virtus Artificial Intelligence & Technology Opportunities Fund stock for Q1 2025, down 16% quarter-over-quarter.
- 7 funds opened new Virtus Artificial Intelligence & Technology Opportunities Fund positions in Q1 2025 and 9 closed out, a net change of -2 holders.
- The largest Virtus Artificial Intelligence & Technology Opportunities Fund buyer in Q1 2025 was Bank of America, an estimated $2.47M added.
- The largest Virtus Artificial Intelligence & Technology Opportunities Fund seller in Q1 2025 was Advisors Asset Management, an estimated $1.36M sold.
Based on aggregated 13F filings for Q1 2025.