Virtus Artificial Intelligence & Technology Opportunities Fund
AIO
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, 28 increasing their positions, 13 reducing their positions, and 9 closing their positions.
115% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 13
33% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 9
23% more capital invested
Capital invested by funds: $109M → $134M (+$25M)
5% more funds holding
Funds holding: 60 → 63 (+3)
0.34% more ownership
Funds ownership: 15.42% → 15.76% (+0.34%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$847K |
| 2 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$809K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$606K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$528K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$522K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.01M |
| 2 |
AG
AmeriFlex Group
Las Vegas,
Nevada
|
-$341K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$336K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$313K |
| 5 |
Rockefeller Capital Management
New York
|
-$289K |
AIO Hedge Fund Activity: Q2 2025 in Review
63 of the 7,614 institutional investors tracked by Wall St. Rank reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) for Q2 2025, worth a combined $134M — up 23% from $109M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new AIO positions and 9 closed out — a net gain of 3 holders — while 28 added to existing stakes and 13 trimmed.
The largest buyer was Bank of America, adding an estimated $847K. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $2.01M sold.
- 63 institutional investors held Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) as of Q2 2025, up from 60 in Q1 2025.
- Funds reported $134M of Virtus Artificial Intelligence & Technology Opportunities Fund stock for Q2 2025, up 23% quarter-over-quarter.
- 12 funds opened new Virtus Artificial Intelligence & Technology Opportunities Fund positions in Q2 2025 and 9 closed out, a net change of +3 holders.
- The largest Virtus Artificial Intelligence & Technology Opportunities Fund buyer in Q2 2025 was Bank of America, an estimated $847K added.
- The largest Virtus Artificial Intelligence & Technology Opportunities Fund seller in Q2 2025 was Cambridge Investment Research Advisors, an estimated $2.01M sold.
Based on aggregated 13F filings for Q2 2025.