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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
Citigroup
76
Citigroup
New York
$702K +$322K +2,186 +72%
RA
77
Royce & Associates
New York
$691K +$335K +2,274 +79%
VA
78
Vident Advisory
Georgia
$668K +$142K +962 +24%
XT
79
XTX Topco
Cayman Islands
$659K +$724K +4,908 New
Mariner
80
Mariner
Kansas
$625K -$94.3K -639 -12%
UBS Group
81
UBS Group
Switzerland
$618K -$362K -2,453 -35%
BHCM
82
Brevan Howard Capital Management
Jersey
$617K +$483K +3,276 +249%
Mirae Asset Global Investments
83
Mirae Asset Global Investments
South Korea
$597K -$191K -1,296 -23%
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$569K -$18.4K -125 -3%
VAM
85
Vanguard Asset Management
$564K +$619K +4,195 New
Barclays
86
Barclays
United Kingdom
$563K -$1.04M -7,063 -63%
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$548K -$1.69M -11,471 -74%
CP
88
CenterBook Partners
Connecticut
$531K -$338K -2,293 -37%
SFI
89
Susquehanna Fundamental Investments
Pennsylvania
$530K – – –
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$489K -$402K -2,723 -43%
QCM
91
Quantinno Capital Management
New York
$489K -$15.5K -105 -3%
MIM
92
MetLife Investment Management
New Jersey
$488K – – –
IMRF
93
Illinois Municipal Retirement Fund
Illinois
$463K +$11.4K +77 +2%
SOADOR
94
State of Alaska Department of Revenue
Alaska
$456K -$14.5K -98 -3%
Janus Henderson Group
95
Janus Henderson Group
United Kingdom
$410K – – –
Mirae Asset Global ETFs Holdings
96
Mirae Asset Global ETFs Holdings
Hong Kong
$404K +$2.36K +16 +0.5%
PCM
97
Polymer Capital Management
New York
$401K +$211K +1,429 +92%
Canada Pension Plan Investment Board
98
Canada Pension Plan Investment Board
Ontario, Canada
$390K – – –
ECM
99
Evergreen Capital Management
Washington
$389K +$427K +2,897 New
EC
100
EntryPoint Capital
New York
$383K +$130K +884 +45%
2 3
4
5 6

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.