We are live on ! Find out more
VRTS icon

Virtus Investment Partners

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: 235237 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
YCM
126
Yousif Capital Management
Michigan
$227K -$5.02K -34 -2%
AC
127
AXQ Capital
New Jersey
$225K +$247K +1,677 New
SSA
128
Schonfeld Strategic Advisors
New York
$225K -$18.3K -124 -7%
SG Americas Securities
129
SG Americas Securities
New York
$223K -$701K -4,755 -74%
TRSOTSOK
130
Teachers Retirement System of the State of Kentucky
Kentucky
$217K
FFN
131
Focus Financial Network
Minnesota
$215K +$236K +1,602 New
BPAMU
132
BTG Pactual Asset Management US
New York
$215K +$236K +1,598 New
Fifth Third Bancorp
133
Fifth Third Bancorp
Ohio
$211K +$223K +1,514 +2,566%
COPPSERS
134
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$211K -$295 -2 -0.1%
VIA
135
Vanguard Investments Australia
Australia
$203K +$223K +1,513 New
IIM
136
INTECH Investment Management
Florida
$200K -$206K -1,395 -48%
OPERF
137
Oregon Public Employees Retirement Fund
Oregon
$193K
KK
138
KLP Kapitalforvaltning
Norway
$188K
CJ
139
Caitlin John
Michigan
$182K -$40.1K -272 -17%
HPC
140
HM Payson & Co
Maine
$134K
AAM
141
Advisors Asset Management
Colorado
$122K +$46.8K +317 +54%
QCG
142
Quadrant Capital Group
Ohio
$86.8K +$56.5K +383 +146%
FFA
143
Farther Finance Advisors
California
$79.5K +$54.9K +372 +159%
Ensign Peak Advisors
144
Ensign Peak Advisors
Utah
$75.9K
AIP
145
Ameritas Investment Partners
Nebraska
$73.8K
TRCT
146
Tower Research Capital (TRC)
New York
$63.5K -$337K -2,282 -83%
Zurich Cantonal Bank
147
Zurich Cantonal Bank
Switzerland
$55.5K
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$49.8K -$18.9K -128 -26%
PWPS
149
Pinnacle Wealth Planning Services
Ohio
$47.8K -$27.7K -188 -35%
AssetMark Inc
150
AssetMark Inc
California
$36.1K +$39.7K +269 New

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.