Virtus Artificial Intelligence & Technology Opportunities Fund
AIO
70 hedge funds and large institutions have $141M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 7 closing their positions.
114% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 7
50% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 18
11% more funds holding
Funds holding: 63 → 70 (+7)
1.25% more ownership
Funds ownership: 15.76% → 17.01% (+1.3%)
5% more capital invested
Capital invested by funds: $134M → $141M (+$6.43M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SF
Summit Financial
Parsippany,
New Jersey
|
+$2.38M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.05M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.94M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.62M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$718K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$2.35M |
| 2 |
Morgan Stanley
New York
|
-$543K |
| 3 |
SA
Strategic Advocates
Logan,
Utah
|
-$470K |
| 4 |
LBC
Leigh Baldwin & Co
Cazenovia,
New York
|
-$309K |
| 5 |
SWM
Stockman Wealth Management
Billings,
Montana
|
-$202K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PSFG
76
Park Square Financial Group
Roswell,
Georgia
| – | -$5.29K | -213 | Closed |
|
77
AssetMark Inc
Concord,
California
| – | -$1.12K | -45 | Closed |
|
AIO Hedge Fund Activity: Q3 2025 in Review
70 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) for Q3 2025, worth a combined $141M — up 4.8% from $134M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new AIO positions and 7 closed out — a net gain of 8 holders — while 27 added to existing stakes and 18 trimmed.
The largest buyer was Summit Financial, opening a new position worth an estimated $2.38M. The largest seller was Advisors Asset Management, cutting an estimated $2.35M.
- 70 institutional investors held Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) as of Q3 2025, up from 63 in Q2 2025.
- Funds reported $141M of Virtus Artificial Intelligence & Technology Opportunities Fund stock for Q3 2025, up 4.8% quarter-over-quarter.
- 15 funds opened new Virtus Artificial Intelligence & Technology Opportunities Fund positions in Q3 2025 and 7 closed out, a net change of +8 holders.
- The largest Virtus Artificial Intelligence & Technology Opportunities Fund buyer in Q3 2025 was Summit Financial, an estimated $2.38M added.
- The largest Virtus Artificial Intelligence & Technology Opportunities Fund seller in Q3 2025 was Advisors Asset Management, an estimated $2.35M sold.
Based on aggregated 13F filings for Q3 2025.