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Virtus Investment Partners

231 hedge funds and large institutions have $931M invested in Virtus Investment Partners in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 73 increasing their positions, 91 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

20% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 91

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
231
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
SAG
176
SageView Advisory Group
California
$11.8K
HCA
177
Harbor Capital Advisors
Illinois
$11K
TWD
178
True Wealth Design
Ohio
$10.6K
RIL
179
Rothschild Investment LLC
Illinois
$10.6K
MA
180
MCF Advisors
Kentucky
$10.1K
Fifth Third Bancorp
181
Fifth Third Bancorp
Ohio
$9.63K
BNP Paribas Asset Management
182
BNP Paribas Asset Management
France
$8K
SL
183
Salomon & Ludwin
Virginia
$7.54K
PWAM
184
Private Wealth Asset Management
Iowa
$7.18K
S
185
SignatureFD
Georgia
$6.69K
GI
186
GAMMA Investing
California
$6.36K
Mitsubishi UFJ Asset Management
187
Mitsubishi UFJ Asset Management
Japan
$6.34K
Los Angeles Capital Management
188
Los Angeles Capital Management
California
$6.2K
Bessemer Group
189
Bessemer Group
New Jersey
$6K
Rockefeller Capital Management
190
Rockefeller Capital Management
New York
$5.87K
GFA
191
Godfrey Financial Associates
New York
$5.38K
Northwestern Mutual Wealth Management
192
Northwestern Mutual Wealth Management
Wisconsin
$4.89K
PWA
193
Physician Wealth Advisors
Utah
$4.57K
JEST
194
JTC Employer Solutions Trustee
Jersey
$4K
PFBT
195
Parkside Financial Bank & Trust
Missouri
$3.75K
MPWT
196
MassMutual Private Wealth & Trust
Connecticut
$3.59K
AAP
197
Arax Advisory Partners
Colorado
$2.94K
Optiver Holding
198
Optiver Holding
Netherlands
$2.94K
PWMG
199
Private Wealth Management Group
New Jersey
$2.94K
EB
200
Eastern Bank
Massachusetts
$2.61K