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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
Qube Research & Technologies (QRT)
26
Qube Research & Technologies (QRT)
United Kingdom
$8.03M +$380K +1,990 +4%
Principal Financial Group
27
Principal Financial Group
Iowa
$6.83M +$246K +1,290 +3%
Norges Bank
28
Norges Bank
Norway
$5.64M -$1.98M -10,375 -24%
Man Group
29
Man Group
United Kingdom
$5.59M +$586K +3,071 +10%
Invesco
30
Invesco
Georgia
$5.42M +$316K +1,653 +6%
Bank of America
31
Bank of America
North Carolina
$5.3M +$99.1K +519 +2%
AG
32
Algert Global
California
$4.96M +$357K +1,870 +7%
Ameriprise
33
Ameriprise
Minnesota
$4.62M +$362K +1,896 +8%
AC
34
AWH Capital
Texas
$4.01M -$555K -2,908 -11%
BCM
35
Bridgeway Capital Management
Texas
$3.7M -$764K -4,000 -16%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$3.66M -$42.8K -224 -1%
Public Sector Pension Investment Board (PSP Investments)
37
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.61M +$859K +4,500 +27%
MPM
38
Meritage Portfolio Management
Kansas
$3.54M -$82.5K -432 -2%
Prudential Financial
39
Prudential Financial
New Jersey
$3.53M -$241K -1,261 -8%
DZ Bank
40
DZ Bank
Germany
$3.27M -$788K -4,128 -18%
Legal & General Group
41
Legal & General Group
United Kingdom
$3.12M -$60.9K -319 -2%
Citadel Advisors
42
Citadel Advisors
Florida
$3.1M +$3.44M +18,007 New
First Trust Advisors
43
First Trust Advisors
Illinois
$2.96M -$15.5K -81 -0.5%
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$2.84M +$1.65M +8,651 +111%
UBS AM
45
UBS AM
Illinois
$2.8M -$210K -1,099 -6%
Balyasny Asset Management
46
Balyasny Asset Management
Illinois
$2.78M +$1.88M +9,841 +157%
Marshall Wace
47
Marshall Wace
United Kingdom
$2.7M +$995K +5,211 +50%
Jane Street
48
Jane Street
New York
$2.68M +$1.08M +5,671 +57%
BGIM
49
Brandywine Global Investment Management
Pennsylvania
$2.43M -$116K -605 -4%
Teacher Retirement System of Texas
50
Teacher Retirement System of Texas
Texas
$2.42M +$955K +4,999 +55%

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.