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AIO

Virtus Artificial Intelligence & Technology Opportunities Fund

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: 7076 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$23.4M -$2.05M -87,910 -8%
Bank of America
2
Bank of America
North Carolina
$18.4M +$143K +6,103 +0.7%
Wells Fargo
3
Wells Fargo
California
$13.7M -$253K -10,823 -2%
Ameriprise
4
Ameriprise
Minnesota
$10M +$2.13M +91,303 +25%
UBS Group
5
UBS Group
Switzerland
$9.84M -$587K -25,147 -5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$9.3M +$2.06M +88,080 +26%
AAM
7
Advisors Asset Management
Colorado
$7.61M -$1.6M -68,305 -16%
WAM
8
Wolverine Asset Management
Illinois
$3.61M +$2.33M +99,630 +150%
LCM
9
Landscape Capital Management
New Jersey
$3.35M +$3.6M +154,073 New
SPIA
10
Steward Partners Investment Advisory
New York
$3.06M +$38.4K +1,644 +1%
RAM
11
Readystate Asset Management
Illinois
$3.03M +$2.88M +123,224 +774%
HWAM
12
Hennion & Walsh Asset Management
New Jersey
$2.91M +$287K +12,276 +10%
Raymond James Financial
13
Raymond James Financial
Florida
$2.7M -$250K -10,706 -8%
SF
14
Summit Financial
New Jersey
$2.3M +$58.3K +2,494 +3%
LPL Financial
15
LPL Financial
California
$2.15M +$190K +8,142 +9%
Stifel Financial
16
Stifel Financial
Missouri
$1.71M -$146K -6,251 -7%
OC
17
Oppenheimer & Co
New York
$1.43M -$18K -771 -1%
WS
18
Wedbush Securities
California
$1.25M +$121K +5,165 +10%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$1.12M +$249K +10,641 +26%
P
20
&Partners
Tennessee
$1.09M +$833K +35,662 +246%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$997K +$16.9K +724 +2%
First Trust Advisors
22
First Trust Advisors
Illinois
$969K +$6.42K +275 +0.6%
KWA
23
Kingswood Wealth Advisors
California
$818K +$115K +4,907 +15%
SWM
24
SeaCrest Wealth Management
New York
$754K -$18.9K -810 -2%
SC
25
Sykon Capital
New York
$737K