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Virtus Investment Partners

235 hedge funds and large institutions have $931M invested in Virtus Investment Partners in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 92 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

3% more funds holding

Funds holding: 229235 (+6)

0.33% more ownership

Funds ownership: 84.19%84.51% (+0.33%)

14% less capital invested

Capital invested by funds: $1.08B → $931M (-$148M)

21% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 92

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
235
Holders Change
+6
Holders Change %
+2.62%
% of All Funds
2.86%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
31
Increased
73
Reduced
92
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UB
176
UMB Bank
Missouri
$13.4K +$1.86K +11 +15%
SAG
177
SageView Advisory Group
California
$11.8K +$12.2K +72 New
HCA
178
Harbor Capital Advisors
Illinois
$11K -$169 -1 -1%
TWD
179
True Wealth Design
Ohio
$10.6K +$2.03K +12 +23%
RIL
180
Rothschild Investment LLC
Illinois
$10.6K +$3.89K +23 +55%
MA
181
MCF Advisors
Kentucky
$10.1K
Fifth Third Bancorp
182
Fifth Third Bancorp
Ohio
$9.63K +$4.22K +25 +74%
BNP Paribas Asset Management
183
BNP Paribas Asset Management
France
$8K +$3.55K +21 +78%
SL
184
Salomon & Ludwin
Virginia
$7.54K +$2.37K +14 +45%
PWAM
185
Private Wealth Asset Management
Iowa
$7.18K
S
186
SignatureFD
Georgia
$6.69K -$3.04K -18 -31%
GI
187
GAMMA Investing
California
$6.36K -$4.22K -25 -39%
Mitsubishi UFJ Asset Management
188
Mitsubishi UFJ Asset Management
Japan
$6.34K
Los Angeles Capital Management
189
Los Angeles Capital Management
California
$6.2K +$6.42K +38 New
Bessemer Group
190
Bessemer Group
New Jersey
$6K -$3.38K -20 -37%
Rockefeller Capital Management
191
Rockefeller Capital Management
New York
$5.87K -$1.35K -8 -18%
GFA
192
Godfrey Financial Associates
New York
$5.38K +$5.58K +33 New
Northwestern Mutual Wealth Management
193
Northwestern Mutual Wealth Management
Wisconsin
$4.89K -$1.01K -6 -17%
PWA
194
Physician Wealth Advisors
Utah
$4.57K +$4.73K +28 New
JEST
195
JTC Employer Solutions Trustee
Jersey
$4K
PFBT
196
Parkside Financial Bank & Trust
Missouri
$3.75K +$845 +5 +28%
MPWT
197
MassMutual Private Wealth & Trust
Connecticut
$3.59K
AAP
198
Arax Advisory Partners
Colorado
$2.94K -$330K -1,951 -99%
Optiver Holding
199
Optiver Holding
Netherlands
$2.94K -$3.38K -20 -53%
PWMG
200
Private Wealth Management Group
New Jersey
$2.94K

VRTS Hedge Fund Activity: Q4 2025 in Review

235 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q4 2025, worth a combined $931M — down 14% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new VRTS positions and 23 closed out — a net gain of 8 holders — while 73 added to existing stakes and 92 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $6.62M. The largest seller was Fisher Asset Management, exiting entirely with an estimated $11.9M sold.

  • 235 institutional investors held Virtus Investment Partners (VRTS) as of Q4 2025, up from 229 in Q3 2025.
  • Funds reported $931M of Virtus Investment Partners stock for Q4 2025, down 14% quarter-over-quarter.
  • 31 funds opened new Virtus Investment Partners positions in Q4 2025 and 23 closed out, a net change of +8 holders.
  • The largest Virtus Investment Partners buyer in Q4 2025 was Goldman Sachs, an estimated $6.62M added.
  • The largest Virtus Investment Partners seller in Q4 2025 was Fisher Asset Management, an estimated $11.9M sold.

Based on aggregated 13F filings for Q4 2025.