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Virtus Investment Partners

235 hedge funds and large institutions have $931M invested in Virtus Investment Partners in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 92 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

3% more funds holding

Funds holding: 229235 (+6)

0.33% more ownership

Funds ownership: 84.19%84.51% (+0.33%)

14% less capital invested

Capital invested by funds: $1.08B → $931M (-$148M)

21% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 92

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
235
Holders Change
+6
Holders Change %
+2.62%
% of All Funds
2.86%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
31
Increased
73
Reduced
92
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
76
UBS Group
Switzerland
$1.15M -$3.8M -22,491 -76%
MYIA
77
Mount Yale Investment Advisors
Colorado
$1.05M -$74.3K -440 -6%
SG Americas Securities
78
SG Americas Securities
New York
$1.05M +$459K +2,716 +73%
VAS
79
Vestmark Advisory Solutions
Massachusetts
$1.04M +$1.08M +6,375 New
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$1.04M +$162K +960 +18%
CP
81
CenterBook Partners
Connecticut
$1.02M -$1.32M -7,806 -56%
VOYA Investment Management
82
VOYA Investment Management
Georgia
$1.01M -$107K -635 -9%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$1M -$62.4K -369 -6%
KCM
84
Kennondale Capital Management
Virginia
$952K
Mirae Asset Global Investments
85
Mirae Asset Global Investments
South Korea
$936K -$29.7K -176 -3%
Canada Life
86
Canada Life
Manitoba, Canada
$934K +$2.03K +12 +0.2%
Deutsche Bank
87
Deutsche Bank
Germany
$888K -$702K -4,155 -43%
New York State Teachers Retirement System (NYSTRS)
88
New York State Teachers Retirement System (NYSTRS)
New York
$881K +$16.9K +100 +2%
Mariner
89
Mariner
Kansas
$864K +$154K +912 +21%
EGM
90
Engineers Gate Manager
New York
$857K +$319K +1,886 +56%
Marshall Wace
91
Marshall Wace
United Kingdom
$851K +$427K +2,527 +94%
SPS
92
Susquehanna Portfolio Strategies
Pennsylvania
$839K -$111K -656 -11%
HF
93
HRT Financial
New York
$805K -$1.72M -10,173 -67%
N
94
Numerai
California
$763K -$23K -136 -3%
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
$712K -$36.2K -214 -5%
State of Tennessee, Department of Treasury
96
State of Tennessee, Department of Treasury
Tennessee
$699K -$304K -1,799 -30%
DFCM
97
Dark Forest Capital Management
Puerto Rico
$699K +$140K +826 +24%
AWCI
98
Alpine Woods Capital Investors
New York
$666K +$689K +4,080 New
VA
99
Vident Advisory
Georgia
$654K +$105K +621 +18%
SFI
100
Susquehanna Fundamental Investments
Pennsylvania
$644K +$667K +3,948 New

VRTS Hedge Fund Activity: Q4 2025 in Review

235 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q4 2025, worth a combined $931M — down 14% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new VRTS positions and 23 closed out — a net gain of 8 holders — while 73 added to existing stakes and 92 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $6.62M. The largest seller was Fisher Asset Management, exiting entirely with an estimated $11.9M sold.

  • 235 institutional investors held Virtus Investment Partners (VRTS) as of Q4 2025, up from 229 in Q3 2025.
  • Funds reported $931M of Virtus Investment Partners stock for Q4 2025, down 14% quarter-over-quarter.
  • 31 funds opened new Virtus Investment Partners positions in Q4 2025 and 23 closed out, a net change of +8 holders.
  • The largest Virtus Investment Partners buyer in Q4 2025 was Goldman Sachs, an estimated $6.62M added.
  • The largest Virtus Investment Partners seller in Q4 2025 was Fisher Asset Management, an estimated $11.9M sold.

Based on aggregated 13F filings for Q4 2025.