AIO

Virtus Artificial Intelligence & Technology Opportunities Fund
AIO

Overview Fund Activity

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 8 closing their positions.

Holders
60
Holders Change
-3
Holders Change %
-4.76%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
22
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$14.8M
2
SA
2
Strategic Advocates
Utah
$866K
3
Wells Fargo
3
Wells Fargo
California
$12.9M
4
OC
4
Oppenheimer & Co
New York
$1.27M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$313K

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$10.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.3M
3
VF
3
Virtu Financial
New York
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$1.5M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
51
Wolverine Asset Management
Illinois
$11.9K +$11.9K +579 New
LWCFA
52
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.92K +$7.92K +400 New
DJSG
53
D.J. St. Germain
Massachusetts
$5.67K – – –
PSFG
54
Park Square Financial Group
Georgia
$5.26K -$970 -47 -16%
T
55
Tidemark
California
$3.61K – – –
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$3.1K -$371 -18 -11%
CPG
57
Cornerstone Planning Group
New Jersey
$2.45K +$2.45K +123 New
AA
58
Ancora Advisors
Ohio
$2.06K – – –
CAM
59
Creekmur Asset Management
Illinois
$121 -$161 -8 -57%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$103 +$62 +3 +150%
VF
61
Virtu Financial
New York
– -$474K -19,205 Closed
WEG
62
World Equity Group
Illinois
– -$259K -10,500 Closed
GS
63
GWN Securities
Florida
– -$264K -10,412 Closed
SWM
64
Stockman Wealth Management
Montana
– -$208K -8,431 Closed
LFAS
65
Level Four Advisory Services
Texas
– -$203K -8,250 Closed
KIM
66
Kestra Investment Management
Texas
– -$40.9K -1,658 Closed
CFGS
67
Concourse Financial Group Securities
Alabama
– -$24.7K -985 Closed
SAM
68
Synergy Asset Management
Washington
– -$13.8K -626 Closed
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