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Virtus Investment Partners
VRTS

Overview Fund Activity

240 hedge funds and large institutions have $1.01B invested in Virtus Investment Partners in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 78 increasing their positions, 86 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+5
Holders Change %
+2.13%
% of All Funds
3.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
43
Increased
78
Reduced
86
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JF
Jump Financial
Illinois
+$4.65M
2
WCM Investment Management
WCM Investment Management
California
+$4.2M
3
AG
Algert Global
California
+$3.99M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$3.44M
5
Brown Advisory
Brown Advisory
Maryland
+$3.29M

Top Sellers

1
BlackRock
BlackRock
New York
-$12.8M
2
Millennium Management
Millennium Management
New York
-$8.87M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$5.86M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$5.23M
5
Goldman Sachs
Goldman Sachs
New York
-$4.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
226
Covestor
United Kingdom
$1K +$857 +6 +600%
HFS
227
Hantz Financial Services
Michigan
$1K +$1K +7 New
FMII
228
Farmers & Merchants Investments Inc
Nebraska
$907 – – –
SWM
229
Spire Wealth Management
Virginia
$907 – – –
JFA
230
JNBA Financial Advisors
Minnesota
$907 – – –
CIAM
231
Caitong International Asset Management
Hong Kong
$907 +$907 +5 New
SC
232
Stephens Consulting
Michigan
$907 +$907 +5 New
BGAI
233
Bruce G. Allen Investments
Colorado
$726 +$726 +4 New
AAP
234
Arax Advisory Partners
Colorado
$726 +$726 +4 New
BIA
235
Bell Investment Advisors
California
$545 -$2K -11 -79%
CT
236
Clearstead Trust
Maine
$545 +$545 +3 New
FGA
237
Fortis Group Advisors
New Jersey
$454 – – –
LFG
238
Larson Financial Group
Missouri
$363 – – –
HNB
239
Huntington National Bank
Ohio
$181 -$181 -1 -50%
PTC
240
Private Trust Company
Ohio
$181 – – –
BCM
241
Bridgeway Capital Management
Texas
– -$3.7M -21,456 Closed
MAM
242
Martingale Asset Management
Massachusetts
– -$2.02M -11,737 Closed
PAM
243
Panagora Asset Management
Massachusetts
– -$1.86M -10,807 Closed
TCA
244
Transcend Capital Advisors
New Jersey
– -$1.2M -6,988 Closed
EP
245
Edgestream Partners
New Jersey
– -$1.05M -6,103 Closed
MF
246
Magnetar Financial
Illinois
– -$858K -4,978 Closed
HSBC Holdings
247
HSBC Holdings
United Kingdom
– -$819K -4,787 Closed
CF
248
Corebridge Financial
Texas
– -$599K -3,474 Closed
Amundi
249
Amundi
France
– -$501K -3,070 Closed
Allspring Global Investments
250
Allspring Global Investments
North Carolina
– -$510K -2,957 Closed
7 8 9
10
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