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Virtus Investment Partners

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: 12 (+1)

0.66% more ownership

Funds ownership: 79.99%80.65% (+0.66%)

1% less funds holding

Funds holding: 238236 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Handelsbanken Fonder
151
Handelsbanken Fonder
Sweden
$224K
ET
152
Entropy Technologies
New York
$219K +$243K +1,270 New
CCAL
153
City Center Advisors LLC
Michigan
$212K -$33.8K -177 -13%
Truist Financial
154
Truist Financial
North Carolina
$209K -$382 -2 -0.2%
SG Americas Securities
155
SG Americas Securities
New York
$203K -$99.1K -519 -31%
ACM
156
Aquatic Capital Management
Illinois
$178K -$101K -527 -34%
HPC
157
HM Payson & Co
Maine
$172K
PAS
158
Point72 Asia (Singapore)
Singapore
$154K +$61.5K +322 +56%
TRCT
159
Tower Research Capital (TRC)
New York
$149K +$28.1K +147 +21%
SAM
160
Shell Asset Management
Netherlands
$139K -$6.49K -34 -4%
Asset Management One
161
Asset Management One
Japan
$127K -$513K -2,686 -78%
AIP
162
Ameritas Investment Partners
Nebraska
$119K
DekaBank Deutsche Girozentrale
163
DekaBank Deutsche Girozentrale
Germany
$100K
BAMF
164
BI Asset Management Fondsmaeglerselskab
Denmark
$93K +$104K +542 New
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$83.4K -$7.07K -37 -7%
Zurich Cantonal Bank
166
Zurich Cantonal Bank
Switzerland
$71.2K
KBC Group
167
KBC Group
Belgium
$68K
S
168
SignatureFD
Georgia
$63.1K +$16.2K +85 +30%
CCM
169
Coldstream Capital Management
Washington
$50.8K +$56.3K +295 New
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$36K -$24.4K -128 -38%
Lazard Asset Management
171
Lazard Asset Management
New York
$35K -$4.39K -23 -10%
SPIA
172
Steward Partners Investment Advisory
New York
$30K
Osaic Holdings
173
Osaic Holdings
Arizona
$28.6K +$11.8K +62 +60%
SAM
174
Smartleaf Asset Management
Massachusetts
$26.3K -$9.17K -48 -24%
HT
175
Headlands Technologies
Illinois
$25.2K -$27.7K -145 -50%

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.