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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
AAP
176
Arax Advisory Partners
Colorado
$9.94K +$8.26K +56 +311%
IA
177
IFP Advisors
Florida
$9.4K -$11.1K -75 -52%
MA
178
MCF Advisors
Kentucky
$8.33K
RIL
179
Rothschild Investment LLC
Illinois
$7.79K -$1.03K -7 -11%
Ohio Public Employees Retirement System (OPERS)
180
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.58K +$7.23K +49 New
PWAM
181
Private Wealth Asset Management
Iowa
$5.91K
Mitsubishi UFJ Asset Management
182
Mitsubishi UFJ Asset Management
Japan
$5.24K
Los Angeles Capital Management
183
Los Angeles Capital Management
California
$5.11K
PA
184
Parallel Advisors
California
$4.84K +$4.13K +28 +350%
GFA
185
Godfrey Financial Associates
New York
$4.43K
ASN
186
Advisory Services Network
Georgia
$4.36K +$4.72K +32 New
Northwestern Mutual Wealth Management
187
Northwestern Mutual Wealth Management
Wisconsin
$4.03K
RFP
188
Root Financial Partners
California
$3.63K +$3.98K +27 New
MPWT
189
MassMutual Private Wealth & Trust
Connecticut
$3.22K +$295 +2 +9%
SAM
190
Smartleaf Asset Management
Massachusetts
$3.12K -$11.5K -78 -76%
JEST
191
JTC Employer Solutions Trustee
Jersey
$3K
SS
192
SBI Securities
Japan
$2.96K +$2.21K +15 +214%
Nisa Investment Advisors
193
Nisa Investment Advisors
Missouri
$2.69K -$120K -811 -98%
BFS
194
Bare Financial Services
Pennsylvania
$2.69K +$2.51K +17 +567%
PWMG
195
Private Wealth Management Group
New Jersey
$2.42K
ACM
196
Aster Capital Management
United Arab Emirates
$2.41K -$43.2K -293 -95%
TWD
197
True Wealth Design
Ohio
$2.28K -$7.08K -48 -74%
EB
198
Eastern Bank
Massachusetts
$2.15K
MWA
199
Medallion Wealth Advisors
Connecticut
$2.02K
CA
200
Centerpoint Advisors
Massachusetts
$2K +$1.77K +12 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.