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AIO

Virtus Artificial Intelligence & Technology Opportunities Fund
AIO

76 hedge funds and large institutions have $137M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

23% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 22

9% more funds holding

Funds holding: 70 → 76 (+6)

1.3% more ownership

Funds ownership: 17.01% → 18.32% (+1.3%)

3% less capital invested

Capital invested by funds: $141M → $137M (-$3.75M)

Holders
76
Holders Change
+6
Holders Change %
+8.57%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
27
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
Landscape Capital Management
New Jersey
+$3.6M
2
RAM
Readystate Asset Management
Illinois
+$2.88M
3
WAM
Wolverine Asset Management
Illinois
+$2.33M
4
Ameriprise
Ameriprise
Minnesota
+$2.13M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.06M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.05M
2
AAM
Advisors Asset Management
Colorado
-$1.6M
3
UBS Group
UBS Group
Switzerland
-$587K
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$553K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$377K
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
51
AmeriFlex Group
Nevada
$183K -$266K -11,400 -58%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$176K – – –
NS
53
NBC Securities
Alabama
$156K +$13.1K +561 +9%
Comerica Bank
54
Comerica Bank
Texas
$88.2K -$1.56K -67 -2%
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$71K -$8.34K -357 -10%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$54.4K – – –
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$41.2K – – –
GWM
58
Geneos Wealth Management
Colorado
$38.9K – – –
HI
59
Harbour Investments
Wisconsin
$27.4K +$1.64K +70 +6%
MCM
60
MAI Capital Management
Ohio
$23.7K – – –
HNB
61
Huntington National Bank
Ohio
$22.5K +$24.2K +1,036 New
BCM
62
Boreal Capital Management
Florida
$11.1K – – –
US Bancorp
63
US Bancorp
Minnesota
$10.9K -$38K -1,625 -76%
T
64
Tidemark
California
$8.07K +$1.17K +50 +16%
UBS AM
65
UBS AM
Illinois
$6.94K +$7.45K +319 New
CA
66
CoreCap Advisors
Michigan
$6.53K +$7.01K +300 New
DJSG
67
D.J. St. Germain
Massachusetts
$5.98K – – –
GA
68
GoalVest Advisory
New York
$4.37K – – –
CPG
69
Cornerstone Planning Group
New Jersey
$2.38K -$23.6K -1,012 -91%
AA
70
Ancora Advisors
Ohio
$2.17K – – –
HWP
71
Highline Wealth Partners
California
$2.17K – – –
IA
72
IFP Advisors
Florida
$2.11K +$2.27K +97 New
SWM
73
Spire Wealth Management
Virginia
$1.28K -$32.7K -1,400 -96%
BBPWM
74
Blue Bell Private Wealth Management
Pennsylvania
$435 +$467 +20 New
Fidelity Investments
75
Fidelity Investments
Massachusetts
$44 – – –
1 2
3
4

AIO Hedge Fund Activity: Q4 2025 in Review

76 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) for Q4 2025, worth a combined $137M — down 2.7% from $141M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new AIO positions and 6 closed out — a net gain of 7 holders — while 27 added to existing stakes and 22 trimmed.

The largest buyer was Landscape Capital Management, opening a new position worth an estimated $3.6M. The largest seller was Morgan Stanley, cutting an estimated $2.05M.

  • 76 institutional investors held Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) as of Q4 2025, up from 70 in Q3 2025.
  • Funds reported $137M of Virtus Artificial Intelligence & Technology Opportunities Fund stock for Q4 2025, down 2.7% quarter-over-quarter.
  • 13 funds opened new Virtus Artificial Intelligence & Technology Opportunities Fund positions in Q4 2025 and 6 closed out, a net change of +7 holders.
  • The largest Virtus Artificial Intelligence & Technology Opportunities Fund buyer in Q4 2025 was Landscape Capital Management, an estimated $3.6M added.
  • The largest Virtus Artificial Intelligence & Technology Opportunities Fund seller in Q4 2025 was Morgan Stanley, an estimated $2.05M sold.

Based on aggregated 13F filings for Q4 2025.