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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
HCM
51
Huber Capital Management
California
$1.69M +$304K +2,061 +20%
Franklin Resources
52
Franklin Resources
California
$1.68M -$271K -1,836 -13%
Tudor Investment Corp
53
Tudor Investment Corp
Connecticut
$1.66M -$1.93M -13,089 -52%
ETC
54
Exchange Traded Concepts
Oklahoma
$1.59M +$1.75M +11,836 New
T. Rowe Price Associates
55
T. Rowe Price Associates
Maryland
$1.58M -$3.74M -25,335 -68%
State of Tennessee, Department of Treasury
56
State of Tennessee, Department of Treasury
Tennessee
$1.45M +$961K +6,514 +152%
VIM
57
Villanova Investment Management
Pennsylvania
$1.42M -$578K -3,918 -27%
CP
58
Clayton Partners
California
$1.34M +$1.48M +10,000 New
UBS AM
59
UBS AM
Illinois
$1.33M +$11.1K +75 +0.8%
KCM
60
Kennondale Capital Management
Virginia
$1.31M +$581K +3,937 +67%
AllianceBernstein
61
AllianceBernstein
Tennessee
$1.23M -$590 -4 -0.1%
YIH
62
Y-Intercept (HK)
Hong Kong
$1.08M -$983K -6,666 -45%
Jane Street
63
Jane Street
New York
$1.03M -$2.58M -17,477 -69%
QOP
64
Quinn Opportunity Partners
Virginia
$1M – – –
Russell Investments Group
65
Russell Investments Group
United Kingdom
$987K -$684K -4,639 -39%
QC
66
Quadrature Capital
United Kingdom
$877K -$144K -974 -13%
QT
67
Quantbot Technologies
New York
$835K -$198K -1,344 -18%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$820K -$7.08K -48 -0.8%
Deutsche Bank
69
Deutsche Bank
Germany
$815K +$91.6K +621 +11%
JF
70
Jump Financial
Illinois
$813K +$657K +4,456 +280%
VC
71
VarCov Co
Connecticut
$780K +$612K +4,149 +250%
Canada Life
72
Canada Life
Manitoba, Canada
$775K +$3.25K +22 +0.4%
VGA
73
Vanguard Global Advisers
Pennsylvania
$757K +$831K +5,634 New
VOYA Investment Management
74
VOYA Investment Management
Georgia
$753K -$91K -617 -10%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$734K +$9K +61 +1%
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.