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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
ACM
176
Aster Capital Management
United Arab Emirates
$24.6K +$25K +131 New
CG
177
Curat Global
New Hampshire
$22.4K +$24.8K +130 New
HIM
178
Hillsdale Investment Management
Ontario, Canada
$21.5K +$23.9K +125 New
US Bancorp
179
US Bancorp
Minnesota
$19.8K +$10.7K +56 +95%
Nisa Investment Advisors
180
Nisa Investment Advisors
Missouri
$19K
VCM
181
Versant Capital Management
Arizona
$15.5K +$17.2K +90 New
HCA
182
Harbor Capital Advisors
Illinois
$15K +$4.77K +25 +40%
PA
183
Parallel Advisors
California
$13.6K +$8.97K +47 +147%
RA
184
Rise Advisors
New York
$12.6K +$2.67K +14 +24%
HCM
185
Hollencrest Capital Management
California
$8.27K
PWAM
186
Private Wealth Asset Management
Iowa
$7.58K +$8.4K +44 New
Fifth Third Bancorp
187
Fifth Third Bancorp
Ohio
$7.41K -$1.53K -8 -16%
PC
188
Promethos Capital
Massachusetts
$7.41K
MPWT
189
MassMutual Private Wealth & Trust
Connecticut
$7.41K +$2.86K +15 +54%
GI
190
GAMMA Investing
California
$6.89K -$7.64K -40 -50%
Mitsubishi UFJ Asset Management
191
Mitsubishi UFJ Asset Management
Japan
$6.72K
UB
192
UMB Bank
Missouri
$6.03K -$1.34K -7 -17%
Northwestern Mutual Wealth Management
193
Northwestern Mutual Wealth Management
Wisconsin
$5.17K -$8.4K -44 -59%
LC
194
Lindbrook Capital
California
$5K -$1.34K -7 -19%
SCM
195
Sterling Capital Management
North Carolina
$4.48K -$3.63K -19 -42%
PS
196
Principal Securities
Iowa
$4.41K
RAM
197
Riggs Asset Management
Pennsylvania
$4.31K
SW
198
SVB Wealth
Massachusetts
$4.31K +$4.77K +25 New
JEST
199
JTC Employer Solutions Trustee
Jersey
$4K
SFGP
200
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$3.96K +$1.34K +7 +44%

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.