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Virtus Investment Partners
VRTS

237 hedge funds and large institutions have $765M invested in Virtus Investment Partners in 2026 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 76 increasing their positions, 70 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 34

9% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 70

1% more funds holding

Funds holding: 235 → 237 (+2)

0.55% more ownership

Funds ownership: 84.51% → 85.07% (+0.55%)

18% less capital invested

Capital invested by funds: $931M → $765M (-$167M)

Holders
237
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
2.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
41
Increased
76
Reduced
70
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
State Street
Massachusetts
+$19.5M
2
Victory Capital Management
Victory Capital Management
Texas
+$10.7M
3
ZP
Zimmer Partners
New York
+$8.72M
4
Citadel Advisors
Citadel Advisors
Florida
+$6.19M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$4.34M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
-$14.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$12.7M
3
VVP
Vulcan Value Partners
Alabama
-$12.6M
4
Charles Schwab
Charles Schwab
California
-$6.09M
5
ECM
ExodusPoint Capital Management
New York
-$3.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$134M +$2.61M +17,712 +2%
VPM
2
Vanguard Portfolio Management
Pennsylvania
$65.1M +$71.5M +484,890 New
State Street
3
State Street
Massachusetts
$58.9M +$19.5M +132,359 +43%
Victory Capital Management
4
Victory Capital Management
Texas
$42.7M +$10.7M +72,665 +30%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$41M +$1.18M +7,987 +3%
VCM
6
Vanguard Capital Management
Pennsylvania
$38.4M +$42.1M +285,546 New
Charles Schwab
7
Charles Schwab
California
$34.8M -$6.09M -41,283 -14%
American Century Companies
8
American Century Companies
Missouri
$25.4M +$2.41M +16,312 +9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$21.4M +$1.1M +7,478 +5%
AQR Capital Management
10
AQR Capital Management
Connecticut
$17.8M +$1.41M +9,549 +8%
Brown Advisory
11
Brown Advisory
Maryland
$14M +$1.98M +13,392 +15%
Hotchkis & Wiley Capital Management
12
Hotchkis & Wiley Capital Management
California
$13M +$4.34M +29,400 +44%
Morgan Stanley
13
Morgan Stanley
New York
$12.9M +$2.97M +20,156 +27%
JP Morgan Chase
14
JP Morgan Chase
New York
$12M +$37.8K +256 +0.3%
Two Sigma Investments
15
Two Sigma Investments
New York
$11.6M +$2.81M +19,046 +28%
ZP
16
Zimmer Partners
New York
$11.3M +$8.72M +59,121 +236%
Northern Trust
17
Northern Trust
Illinois
$10.5M -$2.63M -17,840 -19%
AG
18
Algert Global
California
$10.4M -$410K -2,779 -3%
Goldman Sachs
19
Goldman Sachs
New York
$9.44M -$1.13M -7,689 -10%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$9.37M -$770K -5,220 -7%
GCM
21
Gator Capital Management
Florida
$7.95M +$386K +2,619 +5%
Millennium Management
22
Millennium Management
New York
$7.93M +$3.72M +25,220 +75%
GT
23
Glenmede Trust
Pennsylvania
$7.53M -$633K -4,292 -7%
First Trust Advisors
24
First Trust Advisors
Illinois
$7.11M +$2.15M +14,600 +38%
Prudential Financial
25
Prudential Financial
New Jersey
$6.36M +$2.26M +15,310 +48%
1
2 3 4 5

VRTS Hedge Fund Activity: Q1 2026 in Review

237 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q1 2026, worth a combined $765M — down 18% from $931M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new VRTS positions and 34 closed out — a net gain of 7 holders — while 76 added to existing stakes and 70 trimmed.

The largest buyer was State Street, adding an estimated $19.5M. The largest seller was WCM Investment Management, exiting entirely with an estimated $14.4M sold.

  • 237 institutional investors held Virtus Investment Partners (VRTS) as of Q1 2026, up from 235 in Q4 2025.
  • Funds reported $765M of Virtus Investment Partners stock for Q1 2026, down 18% quarter-over-quarter.
  • 41 funds opened new Virtus Investment Partners positions in Q1 2026 and 34 closed out, a net change of +7 holders.
  • The largest Virtus Investment Partners buyer in Q1 2026 was State Street, an estimated $19.5M added.
  • The largest Virtus Investment Partners seller in Q1 2026 was WCM Investment Management, an estimated $14.4M sold.

Based on aggregated 13F filings for Q1 2026.