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Virtus Investment Partners

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: 235237 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
226
Rialto Wealth Management
New York
$538 +$590 +4 New
GWM
227
Gilpin Wealth Management
Colorado
$404 +$443 +3 New
TCM
228
Triumph Capital Management
Colorado
$403
FGA
229
Fortis Group Advisors
New Jersey
$336
BGAI
230
Bruce G. Allen Investments
Colorado
$134 -$590 -4 -80%
SS
231
Sunbelt Securities
Texas
$134 -$295 -2 -67%
HFS
232
Hughes Financial Services
Virginia
$134
HNB
233
Huntington National Bank
Ohio
$134
LFG
234
Larson Financial Group
Missouri
$134 +$148 +1 New
PGAM
235
Princeton Global Asset Management
New Jersey
$134 +$148 +1 New
RF
236
Rossby Financial
Florida
$131 +$148 +1 New
WCM Investment Management
237
WCM Investment Management
California
-$14.4M -87,812 Closed
VVP
238
Vulcan Value Partners
Alabama
-$12.6M -77,326 Closed
ECM
239
ExodusPoint Capital Management
New York
-$3.82M -23,390 Closed
Walleye Capital
240
Walleye Capital
New York
-$2.95M -18,088 Closed
Teacher Retirement System of Texas
241
Teacher Retirement System of Texas
Texas
-$2.61M -15,982 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
242
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$2.43M -14,921 Closed
A
243
AlphaQuest
New York
-$2.06M -12,644 Closed
NCM
244
Nearwater Capital Markets
Ireland
-$1.86M -11,400 Closed
Point72 Asset Management
245
Point72 Asset Management
Connecticut
-$1.74M -10,690 Closed
DZ Bank
246
DZ Bank
Germany
-$1.3M -7,966 Closed
Two Sigma Advisers
247
Two Sigma Advisers
New York
-$1.29M -7,900 Closed
Verition Fund Management
248
Verition Fund Management
Connecticut
-$1.24M -7,624 Closed
MYIA
249
Mount Yale Investment Advisors
Colorado
-$1.05M -6,450 Closed
VAS
250
Vestmark Advisory Solutions
Massachusetts
-$1.04M -6,375 Closed

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.