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Virtus Investment Partners
VRTS

Overview Fund Activity

237 hedge funds and large institutions have $1.24B invested in Virtus Investment Partners in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 87 increasing their positions, 76 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+10
Holders Change %
+4.41%
% of All Funds
3.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
28
Increased
87
Reduced
76
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
$61.1M
2
American Century Companies
American Century Companies
Missouri
$18M
3
ZIM
Zacks Investment Management
Illinois
$3.12M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$34.9M
5
Northern Trust
Northern Trust
Illinois
$23.4M

Top Sellers

1
BCM
Basswood Capital Management
New York
$13.6M
2
Morgan Stanley
Morgan Stanley
New York
$22.7M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
VVP
Vulcan Value Partners
Alabama
$21.8M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
226
MAI Capital Management
Ohio
$662 +$662 +3 New
FGA
227
Fortis Group Advisors
New Jersey
$551 – – –
PFBT
228
Parkside Financial Bank & Trust
Missouri
$442 – – –
LFG
229
Larson Financial Group
Missouri
$441 – – –
RIL
230
Rothschild Investment LLC
Illinois
$441 – – –
IA
231
IFP Advisors
Florida
$441 +$441 +2 New
PTC
232
Private Trust Company
Ohio
$221 – – –
SIC
233
SJS Investment Consulting
Ohio
$221 – – –
BGAI
234
Bruce G. Allen Investments
Colorado
$221 – – –
HI
235
Horizon Investments
North Carolina
$218 +$218 +1 New
Citadel Advisors
236
Citadel Advisors
Florida
– -$3.71M -17,700 Closed
SGI
237
Summit Global Investments
Utah
– -$1.16M -5,526 Closed
EP
238
Edgestream Partners
New Jersey
– -$1.14M -5,428 Closed
CastleKeep Investment Advisors
239
CastleKeep Investment Advisors
Connecticut
– -$858K -4,095 Closed
PTC
240
Petrus Trust Company
Texas
– -$500K -2,388 Closed
XT
241
XTX Topco
Cayman Islands
– -$415K -1,980 Closed
GCP
242
GSA Capital Partners
United Kingdom
– -$236K -1,126 Closed
AWS
243
Atria Wealth Solutions
New York
– -$229K -1,092 Closed
MM
244
MQS Management
New York
– -$227K -1,086 Closed
Cerity Partners
245
Cerity Partners
New York
– -$214K -1,021 Closed
BTI
246
Blue Trust Inc
Georgia
– -$71.6K -317 Closed
NC
247
nVerses Capital
Florida
– -$41.9K -200 Closed
QL
248
Quarry LP
New York
– -$26.6K -127 Closed
CPA
249
Capital Performance Advisors
California
– -$2.3K -11 Closed
NFA
250
Northwest Financial Advisors
Virginia
– -$2.3K -11 Closed
7 8 9
10
11