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Virtus Investment Partners

235 hedge funds and large institutions have $931M invested in Virtus Investment Partners in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 92 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

3% more funds holding

Funds holding: 229235 (+6)

0.33% more ownership

Funds ownership: 84.19%84.51% (+0.33%)

14% less capital invested

Capital invested by funds: $1.08B → $931M (-$148M)

21% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 92

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
235
Holders Change
+6
Holders Change %
+2.62%
% of All Funds
2.86%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
31
Increased
73
Reduced
92
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAM
226
Caitong International Asset Management
Hong Kong
$489 +$507 +3 New
CFM
227
Cornerstone Financial Management
Massachusetts
$489 +$507 +3 New
National Bank of Canada
228
National Bank of Canada
Quebec, Canada
$489 +$507 +3 New
TCM
229
Triumph Capital Management
Colorado
$489 +$507 +3 New
FGA
230
Fortis Group Advisors
New Jersey
$408
BWA
231
Basecamp Wealth Advisors
Washington
$326 +$338 +2 New
SIC
232
SJS Investment Consulting
Ohio
$164 +$169 +1 New
HFS
233
Hughes Financial Services
Virginia
$163 -$338 -2 -67%
HNB
234
Huntington National Bank
Ohio
$163
KFAS
235
Keating Financial Advisory Services
Kansas
$163 +$169 +1 New
Fisher Asset Management
236
Fisher Asset Management
Washington
-$11.9M -62,713 Closed
TI
237
Trexquant Investment
Connecticut
-$3.48M -18,315 Closed
KWM
238
Kingsview Wealth Management
Oregon
-$3.31M -17,404 Closed
Lazard Asset Management
239
Lazard Asset Management
New York
-$1.77M -9,291 Closed
VRS
240
Virginia Retirement Systems
Virginia
-$1.25M -6,578 Closed
Voloridge Investment Management
241
Voloridge Investment Management
Florida
-$1.13M -5,944 Closed
IQI
242
Integrated Quantitative Investments
Washington
-$673K -3,541 Closed
ZIM
243
Zacks Investment Management
Illinois
-$540K -2,841 Closed
Cetera Investment Advisers
244
Cetera Investment Advisers
Illinois
-$396K -2,082 Closed
VCM
245
Voleon Capital Management
California
-$350K -1,842 Closed
ECM
246
Evergreen Capital Management
Washington
-$337K -1,774 Closed
CG
247
Curat Global
New Hampshire
-$24.7K -130 Closed
AAS
248
Ameritas Advisory Services
Nebraska
-$21.9K -115 Closed
RA
249
Rise Advisors
New York
-$14.3K -75 Closed
WANY
250
Wealthspire Advisors (New York)
New York
-$11K -58 Closed

VRTS Hedge Fund Activity: Q4 2025 in Review

235 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q4 2025, worth a combined $931M — down 14% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new VRTS positions and 23 closed out — a net gain of 8 holders — while 73 added to existing stakes and 92 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $6.62M. The largest seller was Fisher Asset Management, exiting entirely with an estimated $11.9M sold.

  • 235 institutional investors held Virtus Investment Partners (VRTS) as of Q4 2025, up from 229 in Q3 2025.
  • Funds reported $931M of Virtus Investment Partners stock for Q4 2025, down 14% quarter-over-quarter.
  • 31 funds opened new Virtus Investment Partners positions in Q4 2025 and 23 closed out, a net change of +8 holders.
  • The largest Virtus Investment Partners buyer in Q4 2025 was Goldman Sachs, an estimated $6.62M added.
  • The largest Virtus Investment Partners seller in Q4 2025 was Fisher Asset Management, an estimated $11.9M sold.

Based on aggregated 13F filings for Q4 2025.