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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$24.3M 1,177,152 -51,774 -4%
Bank of America
2
Bank of America
North Carolina
$14.8M 717,169 +104,824 +17%
Wells Fargo
3
Wells Fargo
California
$12.9M 626,397 +22,254 +4%
AAM
4
Advisors Asset Management
Colorado
$10.1M 490,819 -57,680 -11%
UBS Group
5
UBS Group
Switzerland
$9.2M 445,821 +12,574 +3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$6.49M 314,300 -17,735 -5%
Ameriprise
7
Ameriprise
Minnesota
$5.5M 266,533 +13,481 +5%
SPIA
8
Steward Partners Investment Advisory
New York
$2.76M 133,700 +6,100 +5%
Raymond James Financial
9
Raymond James Financial
Florida
$2.04M 98,759 +6,620 +7%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.01M 97,615 -221 -0.2%
Stifel Financial
11
Stifel Financial
Missouri
$1.5M 72,496 -20,776 -22%
HWAM
12
Hennion & Walsh Asset Management
New Jersey
$1.33M 64,684 +11,418 +21%
OC
13
Oppenheimer & Co
New York
$1.27M 61,496 +19,725 +47%
LPL Financial
14
LPL Financial
California
$1.21M 58,676 +1,105 +2%
WS
15
Wedbush Securities
California
$1.16M 56,363 -431 -0.8%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$906K 43,902 -8,884 -17%
DC
17
Davenport & Co
Virginia
$893K 43,300 +10,600 +32%
SA
18
Strategic Advocates
Utah
$866K 42,000 +42,000 New
SC
19
Sykon Capital
New York
$852K 41,300 – –
First Trust Advisors
20
First Trust Advisors
Illinois
$831K 40,278 -64 -0.2%
CW
21
CreativeOne Wealth
Kansas
$763K 36,977 -8,116 -18%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$577K 27,956 -453 -2%
KWA
23
Kingswood Wealth Advisors
California
$490K 23,734 +1,279 +6%
SWA
24
Serenus Wealth Advisors
California
$456K 22,119 – –
PFS
25
Prospera Financial Services
Texas
$448K 21,711 +3,786 +21%
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