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 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
–

Top Buyers

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

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$0
2
AG
AmeriFlex Group
Nevada
$0
3
SFS
Shaker Financial Services
Virginia
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
51
MAI Capital Management
Ohio
$27K – – –
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$24.8K +$24.8K +1,000 New
NA
53
NewEdge Advisors
Louisiana
$19.1K -$16.5K -663 -46%
BCM
54
Boreal Capital Management
Florida
$12K +$12K +483 New
PS
55
Principal Securities
Iowa
$9.66K +$9.66K +389 New
DJSG
56
D.J. St. Germain
Massachusetts
$6.83K – – –
PSFG
57
Park Square Financial Group
Georgia
$5.29K -$1.04K -42 -16%
T
58
Tidemark
California
$5.09K +$745 +30 +17%
CPG
59
Cornerstone Planning Group
New Jersey
$2.5K -$514 -21 -17%
AA
60
Ancora Advisors
Ohio
$2.48K – – –
AssetMark Inc
61
AssetMark Inc
California
$1.12K +$1.12K +45 New
CAM
62
Creekmur Asset Management
Illinois
$149 – – –
Fidelity Investments
63
Fidelity Investments
Massachusetts
$25 -$100 -4 -80%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
– -$2.01M -97,615 Closed
AG
65
AmeriFlex Group
Nevada
– -$341K -16,550 Closed
SFS
66
Shaker Financial Services
Virginia
– -$336K -16,301 Closed
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
– -$313K -15,157 Closed
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
– -$289K -14,001 Closed
ACP
69
Aveo Capital Partners
Colorado
– -$284K -13,299 Closed
WAM
70
Wolverine Asset Management
Illinois
– -$11.9K -579 Closed
LWCFA
71
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$7.92K -400 Closed
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
– -$3.1K -150 Closed
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