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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
TCA
76
Transcend Capital Advisors
New Jersey
$1.2M +$1.33M +6,988 New
Squarepoint
77
Squarepoint
New York
$1.2M +$645K +3,379 +94%
VRS
78
Virginia Retirement Systems
Virginia
$1.19M +$1.31M +6,878 New
State of Tennessee, Department of Treasury
79
State of Tennessee, Department of Treasury
Tennessee
$1.16M – – –
Fidelity Investments
80
Fidelity Investments
Massachusetts
$1.16M -$265K -1,386 -17%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$1.14M – – –
IIM
82
INTECH Investment Management
Florida
$1.14M +$217K +1,134 +21%
Canada Life
83
Canada Life
Manitoba, Canada
$1.09M -$101K -530 -8%
EP
84
Edgestream Partners
New Jersey
$1.05M +$1.17M +6,103 New
Universal-Beteiligungs- und Servicegesellschaft
85
Universal-Beteiligungs- und Servicegesellschaft
Germany
$981K +$1.09M +5,694 New
ETC
86
Exchange Traded Concepts
Oklahoma
$972K +$104K +542 +11%
XT
87
XTX Topco
Cayman Islands
$963K +$1.07M +5,588 New
Mirae Asset Global Investments
88
Mirae Asset Global Investments
South Korea
$931K +$107K +558 +12%
New York State Teachers Retirement System (NYSTRS)
89
New York State Teachers Retirement System (NYSTRS)
New York
$931K – – –
N
90
Numerai
California
$905K +$1M +5,253 New
BHCM
91
Brevan Howard Capital Management
Jersey
$880K +$763K +3,996 +360%
MF
92
Magnetar Financial
Illinois
$858K +$613K +3,211 +182%
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$835K -$48.3K -253 -5%
HSBC Holdings
94
HSBC Holdings
United Kingdom
$819K +$531K +2,779 +138%
Connor, Clark & Lunn Investment Management (CC&L)
95
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$819K +$337K +1,766 +59%
JF
96
Jump Financial
Illinois
$807K +$204K +1,068 +30%
Mackenzie Financial
97
Mackenzie Financial
Ontario, Canada
$731K +$139K +730 +21%
KCM
98
Kennondale Capital Management
Virginia
$708K – – –
QT
99
Quantbot Technologies
New York
$691K +$536K +2,806 +233%
Mirae Asset Global ETFs Holdings
100
Mirae Asset Global ETFs Holdings
Hong Kong
$681K +$19.7K +103 +3%
2 3
4
5 6

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.