We are live on ! Find out more
VRTS icon

Virtus Investment Partners

243 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, 81 increasing their positions, 85 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 34

3% more funds holding

Funds holding: 236243 (+7)

4% more capital invested

Capital invested by funds: $971M → $1.01B (+$35.1M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.47% less ownership

Funds ownership: 80.65%80.18% (-0.47%)

5% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 85

Holders
243
Holders Change
+7
Holders Change %
+2.97%
% of All Funds
3.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
43
Increased
81
Reduced
85
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
226
Bare Financial Services
Pennsylvania
$1.09K -$333 -2 -25%
FG
227
Fairman Group
Pennsylvania
$1.09K
TIM
228
Tortoise Investment Management
New York
$1.09K +$998 +6 New
C
229
Covestor
United Kingdom
$1K +$998 +6 +600%
HFS
230
Hantz Financial Services
Michigan
$1K +$1.17K +7 New
FMII
231
Farmers & Merchants Investments Inc
Nebraska
$907
JFA
232
JNBA Financial Advisors
Minnesota
$907
SWM
233
Spire Wealth Management
Virginia
$907
CIAM
234
Caitong International Asset Management
Hong Kong
$907 +$832 +5 New
SC
235
Stephens Consulting
Michigan
$907 +$832 +5 New
AAP
236
Arax Advisory Partners
Colorado
$726 +$665 +4 New
BGAI
237
Bruce G. Allen Investments
Colorado
$726 +$665 +4 New
BIA
238
Bell Investment Advisors
California
$545 -$1.83K -11 -79%
CT
239
Clearstead Trust
Maine
$545 +$499 +3 New
FGA
240
Fortis Group Advisors
New Jersey
$454
LFG
241
Larson Financial Group
Missouri
$363
HNB
242
Huntington National Bank
Ohio
$181 -$166 -1 -50%
PTC
243
Private Trust Company
Ohio
$181
BCM
244
Bridgeway Capital Management
Texas
-$3.7M -21,456 Closed
MAM
245
Martingale Asset Management
Massachusetts
-$2.02M -11,737 Closed
PAM
246
Panagora Asset Management
Massachusetts
-$1.86M -10,807 Closed
TCA
247
Transcend Capital Advisors
New Jersey
-$1.2M -6,988 Closed
EP
248
Edgestream Partners
New Jersey
-$1.05M -6,103 Closed
MF
249
Magnetar Financial
Illinois
-$858K -4,978 Closed
HSBC Holdings
250
HSBC Holdings
United Kingdom
-$819K -4,787 Closed

VRTS Hedge Fund Activity: Q2 2025 in Review

243 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q2 2025, worth a combined $1.01B — up 3.6% from $971M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new VRTS positions and 34 closed out — a net gain of 9 holders — while 81 added to existing stakes and 85 trimmed.

The largest buyer was Jump Financial, adding an estimated $4.27M. The largest seller was BlackRock, cutting an estimated $11.7M.

  • 243 institutional investors held Virtus Investment Partners (VRTS) as of Q2 2025, up from 236 in Q1 2025.
  • Funds reported $1.01B of Virtus Investment Partners stock for Q2 2025, up 3.6% quarter-over-quarter.
  • 43 funds opened new Virtus Investment Partners positions in Q2 2025 and 34 closed out, a net change of +9 holders.
  • The largest Virtus Investment Partners buyer in Q2 2025 was Jump Financial, an estimated $4.27M added.
  • The largest Virtus Investment Partners seller in Q2 2025 was BlackRock, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2025.