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Virtus Investment Partners

236 hedge funds and large institutions have $971M invested in Virtus Investment Partners in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 91 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0.66% more ownership

Funds ownership: 79.99%80.65% (+0.66%)

1% less funds holding

Funds holding: 238236 (-2)

3% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 32

20% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 91

22% less capital invested

Capital invested by funds: $1.24B → $971M (-$267M)

Holders
236
Holders Change
-2
Holders Change %
-0.84%
% of All Funds
3.16%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
31
Increased
73
Reduced
91
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
226
Horizon Investments
North Carolina
$510 +$382 +2 +200%
FGA
227
Fortis Group Advisors
New Jersey
$431
LFG
228
Larson Financial Group
Missouri
$345
PFBT
229
Parkside Financial Bank & Trust
Missouri
$345
HNB
230
Huntington National Bank
Ohio
$344 -$1.53K -8 -80%
FFA
231
Farther Finance Advisors
California
$174 -$4.39K -23 -96%
SIC
232
SJS Investment Consulting
Ohio
$173
TFM
233
TFC Financial Management
Massachusetts
$173 +$191 +1 New
PTC
234
Private Trust Company
Ohio
$172
LOAME
235
Lombard Odier Asset Management (Europe)
United Kingdom
-$5.07M -23,000 Closed
ZIM
236
Zacks Investment Management
Illinois
-$3.12M -14,165 Closed
SMP
237
Santa Monica Partners
Florida
-$1.25M -5,680 Closed
PCS
238
Private Client Services
Kentucky
-$799K -3,622 Closed
YIH
239
Y-Intercept (HK)
Hong Kong
-$719K -3,261 Closed
Voloridge Investment Management
240
Voloridge Investment Management
Florida
-$624K -2,831 Closed
VCM
241
Voleon Capital Management
California
-$575K -2,607 Closed
PMAM
242
Picton Mahoney Asset Management
Ontario, Canada
-$534K -2,421 Closed
Los Angeles Capital Management
243
Los Angeles Capital Management
California
-$527K -2,388 Closed
CC
244
Centiva Capital
New York
-$459K -2,082 Closed
DFCM
245
Dark Forest Capital Management
Puerto Rico
-$308K -1,396 Closed
Envestnet Asset Management
246
Envestnet Asset Management
Illinois
-$280K -1,271 Closed
HighTower Advisors
247
HighTower Advisors
Illinois
-$252K -1,141 Closed
Mitsubishi UFJ Trust & Banking
248
Mitsubishi UFJ Trust & Banking
Japan
-$249K -1,131 Closed
CIC
249
Cornercap Investment Counsel
Georgia
-$244K -1,104 Closed
QCM
250
QRG Capital Management
Illinois
-$242K -1,099 Closed

VRTS Hedge Fund Activity: Q1 2025 in Review

236 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q1 2025, worth a combined $971M — down 22% from $1.24B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of VRTS and 31 opened new positions — a net loss of 1 holder — while 91 trimmed existing stakes and 73 added.

The largest buyer was Gator Capital Management, adding an estimated $7.62M. The largest seller was Basswood Capital Management, cutting an estimated $10M.

  • 236 institutional investors held Virtus Investment Partners (VRTS) as of Q1 2025, down from 238 in Q4 2024.
  • Funds reported $971M of Virtus Investment Partners stock for Q1 2025, down 22% quarter-over-quarter.
  • 31 funds opened new Virtus Investment Partners positions in Q1 2025 and 32 closed out, a net change of -1 holder.
  • The largest Virtus Investment Partners buyer in Q1 2025 was Gator Capital Management, an estimated $7.62M added.
  • The largest Virtus Investment Partners seller in Q1 2025 was Basswood Capital Management, an estimated $10M sold.

Based on aggregated 13F filings for Q1 2025.