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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
US Bancorp
151
US Bancorp
Minnesota
$34.7K +$25.4K +172 +200%
KBC Group
152
KBC Group
Belgium
$32K
SCM
153
Sterling Capital Management
North Carolina
$28.8K -$23.9K -162 -43%
IAIM
154
International Assets Investment Management
Florida
$26.2K +$29.5K +200 New
AF
155
Allworth Financial
California
$23.3K +$5.02K +34 +24%
DJSG
156
D.J. St. Germain
Massachusetts
$23K
SPIA
157
Steward Partners Investment Advisory
New York
$20.2K
Rockefeller Capital Management
158
Rockefeller Capital Management
New York
$20K +$16.7K +113 +314%
GI
159
GAMMA Investing
California
$19.5K +$15.6K +106 +272%
MCM
160
MAI Capital Management
Ohio
$19.1K +$19.2K +130 +1,083%
HCA
161
Harbor Capital Advisors
Illinois
$19K +$10.3K +70 +100%
HNB
162
Hilltop National Bank
Wyoming
$18.9K
NWM
163
Nova Wealth Management
Florida
$18.3K +$20.1K +136 New
Optiver Holding
164
Optiver Holding
Netherlands
$18K +$17.1K +116 +644%
SL
165
Salomon & Ludwin
Virginia
$17.7K +$13.9K +94 +209%
Jones Financial Companies
166
Jones Financial Companies
Missouri
$16.3K +$3.84K +26 +26%
VCM
167
Versant Capital Management
Arizona
$15.4K +$14.9K +101 +721%
EP
168
Essential Partners
California
$15K -$2.65K -18 -14%
Osaic Holdings
169
Osaic Holdings
Arizona
$15K -$18.4K -125 -53%
EWA
170
EverSource Wealth Advisors
Alabama
$14.5K -$4.57K -31 -22%
Bessemer Group
171
Bessemer Group
New Jersey
$13K +$9K +61 +179%
S
172
SignatureFD
Georgia
$12.9K +$8.11K +55 +134%
TCOT
173
Trust Company of Toledo
Ohio
$12.1K
UB
174
UMB Bank
Missouri
$11.4K +$443 +3 +4%
VERPA
175
Virginia Estate & Retirement Planning Advisors
Virginia
$10.2K +$73.8K +500 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.