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Virtus Investment Partners

235 hedge funds and large institutions have $966M invested in Virtus Investment Partners in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 90 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

20% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 90

22% less capital invested

Capital invested by funds: $1.24B → $966M (-$272M)

Holders
235
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
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
CG
177
Curat Global
New Hampshire
$22.4K
HIM
178
Hillsdale Investment Management
Ontario, Canada
$21.5K
US Bancorp
179
US Bancorp
Minnesota
$19.8K
Nisa Investment Advisors
180
Nisa Investment Advisors
Missouri
$19K
VCM
181
Versant Capital Management
Arizona
$15.5K
HCA
182
Harbor Capital Advisors
Illinois
$15K
PA
183
Parallel Advisors
California
$13.6K
RA
184
Rise Advisors
New York
$12.6K
HCM
185
Hollencrest Capital Management
California
$8.27K
PWAM
186
Private Wealth Asset Management
Iowa
$7.58K
Fifth Third Bancorp
187
Fifth Third Bancorp
Ohio
$7.41K
PC
188
Promethos Capital
Massachusetts
$7.41K
MPWT
189
MassMutual Private Wealth & Trust
Connecticut
$7.41K
GI
190
GAMMA Investing
California
$6.89K
Mitsubishi UFJ Asset Management
191
Mitsubishi UFJ Asset Management
Japan
$6.72K
UB
192
UMB Bank
Missouri
$6.03K
Northwestern Mutual Wealth Management
193
Northwestern Mutual Wealth Management
Wisconsin
$5.17K
LC
194
Lindbrook Capital
California
$5K
SCM
195
Sterling Capital Management
North Carolina
$4.48K
PS
196
Principal Securities
Iowa
$4.41K
RAM
197
Riggs Asset Management
Pennsylvania
$4.31K
SW
198
SVB Wealth
Massachusetts
$4.31K
JEST
199
JTC Employer Solutions Trustee
Jersey
$4K
SFG
200
Stonebridge Financial Group
Pennsylvania
$3.96K