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Virtus Investment Partners

229 hedge funds and large institutions have $1.08B invested in Virtus Investment Partners in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 77 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $1.01B → $1.08B (+$73.3M)

4% more ownership

Funds ownership: 80.18%84.19% (+4%)

6% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 77

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less funds holding

Funds holding: 243229 (-14)

35% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 40

Holders
229
Holders Change
-14
Holders Change %
-5.76%
% of All Funds
3.01%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
82
Reduced
77
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
151
Nisa Investment Advisors
Missouri
$74.7K +$6.69K +34 +9%
TRCT
152
Tower Research Capital (TRC)
New York
$64.8K -$67.1K -341 -50%
Osaic Holdings
153
Osaic Holdings
Arizona
$60.3K -$1.77K -9 -3%
QCG
154
Quadrant Capital Group
Ohio
$56.2K +$58.2K +296 New
AAM
155
Advisors Asset Management
Colorado
$51.5K +$50K +254 +1,494%
SAM
156
Shell Asset Management
Netherlands
$50K -$71.2K -362 -58%
KBC Group
157
KBC Group
Belgium
$46K
FFA
158
Farther Finance Advisors
California
$35.2K +$8.46K +43 +30%
DJSG
159
D.J. St. Germain
Massachusetts
$32.5K
EWA
160
EverSource Wealth Advisors
Alabama
$29.5K +$10.2K +52 +50%
SPIA
161
Steward Partners Investment Advisory
New York
$28.5K
EP
162
Essential Partners
California
$28.1K +$10.4K +53 +56%
HNB
163
Hilltop National Bank
Wyoming
$26.8K
US Bancorp
164
US Bancorp
Minnesota
$24.9K +$6.3K +32 +32%
CG
165
Curat Global
New Hampshire
$24.7K
AF
166
Allworth Financial
California
$23.2K +$17.7K +90 +281%
AAS
167
Ameritas Advisory Services
Nebraska
$21.9K
SAM
168
Smartleaf Asset Management
Massachusetts
$20.3K +$2.16K +11 +12%
TCOT
169
Trust Company of Toledo
Ohio
$17.1K
VCM
170
Versant Capital Management
Arizona
$15.8K
ACM
171
Aster Capital Management
United Arab Emirates
$15.8K +$16.3K +83 New
RA
172
Rise Advisors
New York
$14.3K +$197 +1 +1%
UB
173
UMB Bank
Missouri
$13.5K +$984 +5 +8%
HCA
174
Harbor Capital Advisors
Illinois
$13K -$2.56K -13 -15%
GI
175
GAMMA Investing
California
$12.2K +$1.18K +6 +10%

VRTS Hedge Fund Activity: Q3 2025 in Review

229 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q3 2025, worth a combined $1.08B — up 7.3% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of VRTS and 26 opened new positions — a net loss of 14 holders — while 77 trimmed existing stakes and 82 added.

The largest buyer was Victory Capital Management, adding an estimated $23.6M. The largest seller was BlackRock, cutting an estimated $5.39M.

  • 229 institutional investors held Virtus Investment Partners (VRTS) as of Q3 2025, down from 243 in Q2 2025.
  • Funds reported $1.08B of Virtus Investment Partners stock for Q3 2025, up 7.3% quarter-over-quarter.
  • 26 funds opened new Virtus Investment Partners positions in Q3 2025 and 40 closed out, a net change of -14 holders.
  • The largest Virtus Investment Partners buyer in Q3 2025 was Victory Capital Management, an estimated $23.6M added.
  • The largest Virtus Investment Partners seller in Q3 2025 was BlackRock, an estimated $5.39M sold.

Based on aggregated 13F filings for Q3 2025.