We are live on ! Find out more
VRTS icon

Virtus Investment Partners
VRTS

237 hedge funds and large institutions have $765M invested in Virtus Investment Partners in 2026 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 76 increasing their positions, 70 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 34

9% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 70

1% more funds holding

Funds holding: 235 → 237 (+2)

0.55% more ownership

Funds ownership: 84.51% → 85.07% (+0.55%)

18% less capital invested

Capital invested by funds: $931M → $765M (-$167M)

Holders
237
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
2.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
41
Increased
76
Reduced
70
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
State Street
Massachusetts
+$19.5M
2
Victory Capital Management
Victory Capital Management
Texas
+$10.7M
3
ZP
Zimmer Partners
New York
+$8.72M
4
Citadel Advisors
Citadel Advisors
Florida
+$6.19M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$4.34M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
-$14.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$12.7M
3
VVP
Vulcan Value Partners
Alabama
-$12.6M
4
Charles Schwab
Charles Schwab
California
-$6.09M
5
ECM
ExodusPoint Capital Management
New York
-$3.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$5.64M +$6.19M +41,958 New
VFT
27
Vanguard Fiduciary Trust
Pennsylvania
$5.48M +$6.02M +40,776 New
N
28
Nuveen
North Carolina
$4.75M +$12.8K +87 +0.2%
Squarepoint
29
Squarepoint
New York
$4.39M +$1.74M +11,813 +57%
SEI Investments
30
SEI Investments
Pennsylvania
$4.16M +$2.63M +17,811 +135%
Principal Financial Group
31
Principal Financial Group
Iowa
$4.15M +$87.9K +596 +2%
Invesco
32
Invesco
Georgia
$4M +$449K +3,042 +11%
Arrowstreet Capital
33
Arrowstreet Capital
Massachusetts
$3.89M -$422K -2,860 -9%
Renaissance Technologies
34
Renaissance Technologies
New York
$3.66M +$1.7M +11,500 +73%
Bank of America
35
Bank of America
North Carolina
$3.51M -$1.9M -12,848 -33%
AC
36
AWH Capital
Texas
$3.32M – – –
BCM
37
Bridgeway Capital Management
Texas
$3.17M +$3.49M +23,626 New
Ameriprise
38
Ameriprise
Minnesota
$3.14M -$1.32M -8,942 -28%
Public Sector Pension Investment Board (PSP Investments)
39
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.06M +$117K +791 +4%
Man Group
40
Man Group
United Kingdom
$2.88M +$1.12M +7,601 +55%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$2.8M -$119K -804 -4%
Connor, Clark & Lunn Investment Management (CC&L)
42
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.38M +$87.6K +594 +3%
Creative Planning
43
Creative Planning
Kansas
$2.27M +$1.06M +7,189 +74%
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
$2.11M -$475K -3,217 -17%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$2.11M +$2.1M +14,212 +953%
EF
46
Empowered Funds
Pennsylvania
$2.06M +$2.26M +15,319 New
Fidelity Investments
47
Fidelity Investments
Massachusetts
$1.9M +$1.01M +6,824 +94%
Legal & General Group
48
Legal & General Group
United Kingdom
$1.86M -$254K -1,725 -11%
IC
49
IEQ Capital
California
$1.77M -$704K -4,774 -27%
Swiss National Bank
50
Swiss National Bank
Switzerland
$1.71M – – –
1
2
3 4 5

VRTS Hedge Fund Activity: Q1 2026 in Review

237 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q1 2026, worth a combined $765M — down 18% from $931M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new VRTS positions and 34 closed out — a net gain of 7 holders — while 76 added to existing stakes and 70 trimmed.

The largest buyer was State Street, adding an estimated $19.5M. The largest seller was WCM Investment Management, exiting entirely with an estimated $14.4M sold.

  • 237 institutional investors held Virtus Investment Partners (VRTS) as of Q1 2026, up from 235 in Q4 2025.
  • Funds reported $765M of Virtus Investment Partners stock for Q1 2026, down 18% quarter-over-quarter.
  • 41 funds opened new Virtus Investment Partners positions in Q1 2026 and 34 closed out, a net change of +7 holders.
  • The largest Virtus Investment Partners buyer in Q1 2026 was State Street, an estimated $19.5M added.
  • The largest Virtus Investment Partners seller in Q1 2026 was WCM Investment Management, an estimated $14.4M sold.

Based on aggregated 13F filings for Q1 2026.