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Virtus Investment Partners

229 hedge funds and large institutions have $1.08B invested in Virtus Investment Partners in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 77 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $1.01B → $1.08B (+$73.3M)

4% more ownership

Funds ownership: 80.18%84.19% (+4%)

6% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 77

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less funds holding

Funds holding: 243229 (-14)

35% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 40

Holders
229
Holders Change
-14
Holders Change %
-5.76%
% of All Funds
3.01%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
82
Reduced
77
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
176
MCF Advisors
Kentucky
$11.8K
CA
177
Clearstead Advisors
Ohio
$11.8K +$4.33K +22 +55%
S
178
SignatureFD
Georgia
$11.2K +$787 +4 +7%
WANY
179
Wealthspire Advisors (New York)
New York
$11K +$11.4K +58 New
Jones Financial Companies
180
Jones Financial Companies
Missouri
$11K +$8.46K +43 +307%
TWD
181
True Wealth Design
Ohio
$10.1K +$4.53K +23 +77%
Bessemer Group
182
Bessemer Group
New Jersey
$10K +$4.33K +22 +69%
Rockefeller Capital Management
183
Rockefeller Capital Management
New York
$8.37K +$8.66K +44 New
PWAM
184
Private Wealth Asset Management
Iowa
$8.36K
RIL
185
Rothschild Investment LLC
Illinois
$7.98K +$7.08K +36 +600%
Mitsubishi UFJ Asset Management
186
Mitsubishi UFJ Asset Management
Japan
$7.41K
Optiver Holding
187
Optiver Holding
Netherlands
$7.22K +$7.48K +38 New
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$6.84K -$393 -2 -5%
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$6.46K +$393 +2 +6%
IA
190
IFP Advisors
Florida
$6.46K +$984 +5 +17%
MCM
191
MAI Capital Management
Ohio
$6.08K -$2.75K -14 -30%
SL
192
Salomon & Ludwin
Virginia
$5.95K +$6.1K +31 New
JEST
193
JTC Employer Solutions Trustee
Jersey
$5K
BNP Paribas Asset Management
194
BNP Paribas Asset Management
France
$5K +$5.31K +27 New
PA
195
Parallel Advisors
California
$4.94K
MPWT
196
MassMutual Private Wealth & Trust
Connecticut
$4.18K
QL
197
Quarry LP
New York
$3.8K -$1.57K -8 -29%
PFBT
198
Parkside Financial Bank & Trust
Missouri
$3.42K
PWMG
199
Private Wealth Management Group
New Jersey
$3.42K
EB
200
Eastern Bank
Massachusetts
$3.04K

VRTS Hedge Fund Activity: Q3 2025 in Review

229 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q3 2025, worth a combined $1.08B — up 7.3% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of VRTS and 26 opened new positions — a net loss of 14 holders — while 77 trimmed existing stakes and 82 added.

The largest buyer was Victory Capital Management, adding an estimated $23.6M. The largest seller was BlackRock, cutting an estimated $5.39M.

  • 229 institutional investors held Virtus Investment Partners (VRTS) as of Q3 2025, down from 243 in Q2 2025.
  • Funds reported $1.08B of Virtus Investment Partners stock for Q3 2025, up 7.3% quarter-over-quarter.
  • 26 funds opened new Virtus Investment Partners positions in Q3 2025 and 40 closed out, a net change of -14 holders.
  • The largest Virtus Investment Partners buyer in Q3 2025 was Victory Capital Management, an estimated $23.6M added.
  • The largest Virtus Investment Partners seller in Q3 2025 was BlackRock, an estimated $5.39M sold.

Based on aggregated 13F filings for Q3 2025.