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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
MI
76
Motiv8 Investments
Florida
$7 +$7.92K +339 New
Balyasny Asset Management
77
Balyasny Asset Management
Illinois
– -$553K -23,026 Closed
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
– -$377K -15,709 Closed
WI
79
Westbourne Investments
Virginia
– -$217K -8,800 Closed
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
– -$208K -8,671 Closed
NFSG
81
Newbridge Financial Services Group
Florida
– -$144K -5,981 Closed
ASN
82
Advisory Services Network
Georgia
– -$2.4K -100 Closed
1 2 3
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