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Virtus Investment Partners
VRTS

Overview Fund Activity

240 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, 78 increasing their positions, 86 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+5
Holders Change %
+2.13%
% of All Funds
3.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
43
Increased
78
Reduced
86
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JF
Jump Financial
Illinois
+$4.65M
2
WCM Investment Management
WCM Investment Management
California
+$4.2M
3
AG
Algert Global
California
+$3.99M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$3.44M
5
Brown Advisory
Brown Advisory
Maryland
+$3.29M

Top Sellers

1
BlackRock
BlackRock
New York
-$12.8M
2
Millennium Management
Millennium Management
New York
-$8.87M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$5.86M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$5.23M
5
Goldman Sachs
Goldman Sachs
New York
-$4.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
176
EverSource Wealth Advisors
Alabama
$18.7K +$15.6K +86 +506%
US Bancorp
177
US Bancorp
Minnesota
$18K -$2.9K -16 -14%
SAM
178
Smartleaf Asset Management
Massachusetts
$17.4K -$10.4K -57 -38%
TCOT
179
Trust Company of Toledo
Ohio
$16.3K +$16.3K +90 New
VCM
180
Versant Capital Management
Arizona
$15.1K -$1.27K -7 -8%
HCA
181
Harbor Capital Advisors
Illinois
$15K -$536 -3 -3%
RA
182
Rise Advisors
New York
$13.5K +$182 +1 +1%
UB
183
UMB Bank
Missouri
$12K +$5.62K +31 +89%
MA
184
MCF Advisors
Kentucky
$11.2K +$11.2K +62 New
GI
185
GAMMA Investing
California
$10.5K +$3.27K +18 +45%
S
186
SignatureFD
Georgia
$9.98K -$56.4K -311 -85%
HCM
187
Hollencrest Capital Management
California
$8.71K – – –
MCM
188
MAI Capital Management
Ohio
$8.35K +$7.8K +43 +1,433%
PWAM
189
Private Wealth Asset Management
Iowa
$7.98K – – –
CA
190
Clearstead Advisors
Ohio
$7.26K +$7.26K +40 New
Mitsubishi UFJ Asset Management
191
Mitsubishi UFJ Asset Management
Japan
$7.08K – – –
Northwestern Mutual Wealth Management
192
Northwestern Mutual Wealth Management
Wisconsin
$6.89K +$1.45K +8 +27%
Bessemer Group
193
Bessemer Group
New Jersey
$6K +$6K +32 New
Fifth Third Bancorp
194
Fifth Third Bancorp
Ohio
$5.81K -$2K -11 -26%
AF
195
Allworth Financial
California
$5.81K +$4.35K +24 +300%
TWD
196
True Wealth Design
Ohio
$5.44K +$4.54K +25 +500%
IA
197
IFP Advisors
Florida
$5.26K +$5.26K +29 New
QL
198
Quarry LP
New York
$5.08K +$3.63K +20 +250%
JEST
199
JTC Employer Solutions Trustee
Jersey
$5K – – –
PA
200
Parallel Advisors
California
$4.72K -$9.61K -53 -67%
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