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Virtus Investment Partners

243 hedge funds and large institutions have $1.01B invested in Virtus Investment Partners in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 81 increasing their positions, 85 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 34

3% more funds holding

Funds holding: 236243 (+7)

4% more capital invested

Capital invested by funds: $971M → $1.01B (+$35.1M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.47% less ownership

Funds ownership: 80.65%80.18% (-0.47%)

5% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 85

Holders
243
Holders Change
+7
Holders Change %
+2.97%
% of All Funds
3.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
43
Increased
81
Reduced
85
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
151
Oxford Asset Management
United Kingdom
$217K +$199K +1,199 New
TSS
152
Two Sigma Securities
New York
$206K +$189K +1,133 New
CCAL
153
City Center Advisors LLC
Michigan
$204K -$17.1K -103 -8%
RS
154
R Squared
Hong Kong
$203K -$46.6K -280 -20%
HPC
155
HM Payson & Co
Maine
$182K +$832 +5 +0.5%
Raymond James Financial
156
Raymond James Financial
Florida
$147K +$135K +809 New
AIP
157
Ameritas Investment Partners
Nebraska
$125K
TRCT
158
Tower Research Capital (TRC)
New York
$124K -$30.3K -182 -21%
SAM
159
Shell Asset Management
Netherlands
$113K -$30.3K -182 -23%
EAM
160
Erste Asset Management
Austria
$110K +$99.8K +600 New
DekaBank Deutsche Girozentrale
161
DekaBank Deutsche Girozentrale
Germany
$106K
PAS
162
Point72 Asia (Singapore)
Singapore
$104K -$53.4K -321 -36%
Zurich Cantonal Bank
163
Zurich Cantonal Bank
Switzerland
$74.9K
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$68.8K -$17.5K -105 -22%
Nisa Investment Advisors
165
Nisa Investment Advisors
Missouri
$65.1K +$41.4K +249 +226%
Osaic Holdings
166
Osaic Holdings
Arizona
$57.4K +$25K +150 +90%
KBC Group
167
KBC Group
Belgium
$44K -$25.8K -155 -39%
SCM
168
Sterling Capital Management
North Carolina
$32.3K +$25.3K +152 +585%
DJSG
169
D.J. St. Germain
Massachusetts
$31K +$28.4K +171 New
SPIA
170
Steward Partners Investment Advisory
New York
$27.2K -$3.99K -24 -14%
FFA
171
Farther Finance Advisors
California
$25.8K +$23.5K +141 +14,100%
HNB
172
Hilltop National Bank
Wyoming
$25.6K +$23.5K +141 New
CG
173
Curat Global
New Hampshire
$23.6K
HIM
174
Hillsdale Investment Management
Ontario, Canada
$22.7K
AAS
175
Ameritas Advisory Services
Nebraska
$20.9K +$19.1K +115 New

VRTS Hedge Fund Activity: Q2 2025 in Review

243 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q2 2025, worth a combined $1.01B — up 3.6% from $971M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new VRTS positions and 34 closed out — a net gain of 9 holders — while 81 added to existing stakes and 85 trimmed.

The largest buyer was Jump Financial, adding an estimated $4.27M. The largest seller was BlackRock, cutting an estimated $11.7M.

  • 243 institutional investors held Virtus Investment Partners (VRTS) as of Q2 2025, up from 236 in Q1 2025.
  • Funds reported $1.01B of Virtus Investment Partners stock for Q2 2025, up 3.6% quarter-over-quarter.
  • 43 funds opened new Virtus Investment Partners positions in Q2 2025 and 34 closed out, a net change of +9 holders.
  • The largest Virtus Investment Partners buyer in Q2 2025 was Jump Financial, an estimated $4.27M added.
  • The largest Virtus Investment Partners seller in Q2 2025 was BlackRock, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2025.