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Virtus Investment Partners

243 hedge funds and large institutions have $1.01B invested in Virtus Investment Partners in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 81 increasing their positions, 85 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 34

3% more funds holding

Funds holding: 236243 (+7)

4% more capital invested

Capital invested by funds: $971M → $1.01B (+$35.1M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.47% less ownership

Funds ownership: 80.65%80.18% (-0.47%)

5% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 85

Holders
243
Holders Change
+7
Holders Change %
+2.97%
% of All Funds
3.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
43
Increased
81
Reduced
85
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HT
176
Headlands Technologies
Illinois
$19K -$6.82K -41 -28%
EWA
177
EverSource Wealth Advisors
Alabama
$18.7K +$14.3K +86 +506%
US Bancorp
178
US Bancorp
Minnesota
$18K -$2.66K -16 -14%
SAM
179
Smartleaf Asset Management
Massachusetts
$17.4K -$9.48K -57 -38%
EP
180
Essential Partners
California
$17.2K +$15.8K +95 New
TCOT
181
Trust Company of Toledo
Ohio
$16.3K +$15K +90 New
VCM
182
Versant Capital Management
Arizona
$15.1K -$1.17K -7 -8%
HCA
183
Harbor Capital Advisors
Illinois
$15K -$499 -3 -3%
RA
184
Rise Advisors
New York
$13.5K +$166 +1 +1%
UB
185
UMB Bank
Missouri
$12K +$5.16K +31 +89%
MA
186
MCF Advisors
Kentucky
$11.2K +$10.3K +62 New
GI
187
GAMMA Investing
California
$10.5K +$3K +18 +45%
S
188
SignatureFD
Georgia
$9.98K -$51.7K -311 -85%
HCM
189
Hollencrest Capital Management
California
$8.71K
MCM
190
MAI Capital Management
Ohio
$8.35K +$7.15K +43 +1,433%
PWAM
191
Private Wealth Asset Management
Iowa
$7.98K
CA
192
Clearstead Advisors
Ohio
$7.26K +$6.66K +40 New
Mitsubishi UFJ Asset Management
193
Mitsubishi UFJ Asset Management
Japan
$7.08K
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
$6.89K +$1.33K +8 +27%
Bessemer Group
195
Bessemer Group
New Jersey
$6K +$5.32K +32 New
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$5.8K -$1.83K -11 -26%
AF
197
Allworth Financial
California
$5.8K +$3.99K +24 +300%
TWD
198
True Wealth Design
Ohio
$5.44K +$4.16K +25 +500%
IA
199
IFP Advisors
Florida
$5.26K +$4.83K +29 New
QL
200
Quarry LP
New York
$5.08K +$3.33K +20 +250%

VRTS Hedge Fund Activity: Q2 2025 in Review

243 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q2 2025, worth a combined $1.01B — up 3.6% from $971M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new VRTS positions and 34 closed out — a net gain of 9 holders — while 81 added to existing stakes and 85 trimmed.

The largest buyer was Jump Financial, adding an estimated $4.27M. The largest seller was BlackRock, cutting an estimated $11.7M.

  • 243 institutional investors held Virtus Investment Partners (VRTS) as of Q2 2025, up from 236 in Q1 2025.
  • Funds reported $1.01B of Virtus Investment Partners stock for Q2 2025, up 3.6% quarter-over-quarter.
  • 43 funds opened new Virtus Investment Partners positions in Q2 2025 and 34 closed out, a net change of +9 holders.
  • The largest Virtus Investment Partners buyer in Q2 2025 was Jump Financial, an estimated $4.27M added.
  • The largest Virtus Investment Partners seller in Q2 2025 was BlackRock, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2025.