We are live on ! Find out more
VRTS icon

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
HighTower Advisors
101
HighTower Advisors
Illinois
$383K +$421K +2,853 New
Wealth Enhancement Advisory Services
102
Wealth Enhancement Advisory Services
Minnesota
$376K -$50.7K -344 -10%
LSERS
103
Louisiana State Employees Retirement System
Louisiana
$376K -$14.8K -100 -3%
Manulife (Manufacturers Life Insurance)
104
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$368K -$12.2K -83 -3%
Wells Fargo
105
Wells Fargo
California
$356K -$703K -4,765 -64%
WI
106
WBI Investments
New Jersey
$352K +$170K +1,150 +78%
MSL
107
MILLINGTON SECURITIES, LLC
New Jersey
$352K +$386K +2,618 New
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$349K +$383K +2,596 New
HSBC Holdings
109
HSBC Holdings
United Kingdom
$339K -$1.92K -13 -0.5%
New York State Common Retirement Fund
110
New York State Common Retirement Fund
New York
$330K – – –
CL
111
Choreo LLC
Illinois
$328K +$35.6K +241 +11%
FCBT
112
First Citizens Bank & Trust
North Carolina
$328K – – –
Balyasny Asset Management
113
Balyasny Asset Management
Illinois
$326K +$357K +2,423 New
OL
114
Odyssean LLC
Connecticut
$319K +$351K +2,377 New
Envestnet Portfolio Solutions
115
Envestnet Portfolio Solutions
Illinois
$316K -$1.03K -7 -0.3%
Royal Bank of Canada
116
Royal Bank of Canada
Ontario, Canada
$308K -$12.7M -85,932 -97%
ACM
117
Aquatic Capital Management
Illinois
$301K -$196K -1,328 -37%
CIA
118
Capital Investment Advisors
Georgia
$265K +$17.1K +116 +6%
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$246K -$36.1K -245 -12%
AB
120
Amalgamated Bank
New York
$246K -$2.51K -17 -0.9%
PFSRSONJ
121
Police & Firemen's Retirement System of New Jersey
New Jersey
$244K – – –
Handelsbanken Fonder
122
Handelsbanken Fonder
Sweden
$242K – – –
ASRS
123
Arizona State Retirement System
Arizona
$237K -$5.46K -37 -2%
SCP
124
Seizert Capital Partners
Michigan
$236K – – –
Cerity Partners
125
Cerity Partners
New York
$234K -$96.2K -652 -27%
3 4
5
6 7

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.