We are live on ! Find out more
VRTS icon

Virtus Investment Partners
VRTS

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: 1 → 2 (+1)

0.66% more ownership

Funds ownership: 79.99% → 80.65% (+0.66%)

1% less funds holding

Funds holding: 238 → 236 (-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
–

Top Buyers

Rank Fund Capital Flow
1
GCM
Gator Capital Management
Florida
+$7.62M
2
American Century Companies
American Century Companies
Missouri
+$6.01M
3
Charles Schwab
Charles Schwab
California
+$4.41M
4
Citadel Advisors
Citadel Advisors
Florida
+$3.44M
5
Renaissance Technologies
Renaissance Technologies
New York
+$1.97M

Top Sellers

Rank Fund Capital Flow
1
BCM
Basswood Capital Management
New York
-$10M
2
JP Morgan Chase
JP Morgan Chase
New York
-$7.86M
3
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
-$5.07M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.23M
5
ZIM
Zacks Investment Management
Illinois
-$3.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
51
Barclays
United Kingdom
$2.23M -$456K -2,387 -16%
Swiss National Bank
52
Swiss National Bank
Switzerland
$2.22M -$191K -1,000 -7%
Russell Investments Group
53
Russell Investments Group
United Kingdom
$2.09M +$646K +3,381 +39%
MAM
54
Martingale Asset Management
Massachusetts
$2.02M -$126K -658 -5%
Renaissance Technologies
55
Renaissance Technologies
New York
$2.02M +$1.97M +10,300 +721%
VIM
56
Villanova Investment Management
Pennsylvania
$1.97M -$1.43M -7,500 -66%
UBS Group
57
UBS Group
Switzerland
$1.88M +$1.11M +5,821 +114%
PAM
58
Panagora Asset Management
Massachusetts
$1.86M +$573 +3 +0%
HF
59
HRT Financial
New York
$1.8M -$530K -2,776 -21%
Two Sigma Investments
60
Two Sigma Investments
New York
$1.75M -$322K -1,686 -14%
Deutsche Bank
61
Deutsche Bank
Germany
$1.74M +$749K +3,920 +64%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$1.73M +$897K +4,696 +88%
Citigroup
63
Citigroup
New York
$1.72M +$35.5K +186 +2%
BCM
64
Basswood Capital Management
New York
$1.63M -$10M -52,382 -85%
Arrowstreet Capital
65
Arrowstreet Capital
Massachusetts
$1.61M +$907K +4,748 +103%
Franklin Resources
66
Franklin Resources
California
$1.57M -$12.4K -65 -0.7%
Verition Fund Management
67
Verition Fund Management
Connecticut
$1.54M -$11.3K -59 -0.7%
Creative Planning
68
Creative Planning
Kansas
$1.5M +$844K +4,421 +103%
A
69
AlphaQuest
New York
$1.5M +$334K +1,749 +25%
HCM
70
Huber Capital Management
California
$1.48M -$267K -1,400 -14%
VOYA Investment Management
71
VOYA Investment Management
Georgia
$1.39M +$429K +2,245 +39%
AllianceBernstein
72
AllianceBernstein
Tennessee
$1.32M -$2.1K -11 -0.1%
Two Sigma Advisers
73
Two Sigma Advisers
New York
$1.26M -$76.4K -400 -5%
NRD
74
Nebula Research & Development
New York
$1.23M +$632K +3,307 +86%
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$1.23M +$618K +3,238 +83%
1 2
3
4 5

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.