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Virtus Investment Partners

234 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, 92 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: $ → $

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
234
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
UB
176
UMB Bank
Missouri
$13.4K
SAG
177
SageView Advisory Group
California
$11.8K
HCA
178
Harbor Capital Advisors
Illinois
$11K
TWD
179
True Wealth Design
Ohio
$10.6K
RIL
180
Rothschild Investment LLC
Illinois
$10.6K
MA
181
MCF Advisors
Kentucky
$10.1K
Fifth Third Bancorp
182
Fifth Third Bancorp
Ohio
$9.63K
BNP Paribas Asset Management
183
BNP Paribas Asset Management
France
$8K
SL
184
Salomon & Ludwin
Virginia
$7.54K
PWAM
185
Private Wealth Asset Management
Iowa
$7.18K
S
186
SignatureFD
Georgia
$6.69K
GI
187
GAMMA Investing
California
$6.36K
Mitsubishi UFJ Asset Management
188
Mitsubishi UFJ Asset Management
Japan
$6.34K
Los Angeles Capital Management
189
Los Angeles Capital Management
California
$6.2K
Bessemer Group
190
Bessemer Group
New Jersey
$6K
Rockefeller Capital Management
191
Rockefeller Capital Management
New York
$5.87K
GFA
192
Godfrey Financial Associates
New York
$5.38K
Northwestern Mutual Wealth Management
193
Northwestern Mutual Wealth Management
Wisconsin
$4.89K
PWA
194
Physician Wealth Advisors
Utah
$4.57K
JEST
195
JTC Employer Solutions Trustee
Jersey
$4K
PFBT
196
Parkside Financial Bank & Trust
Missouri
$3.75K
MPWT
197
MassMutual Private Wealth & Trust
Connecticut
$3.59K
AAP
198
Arax Advisory Partners
Colorado
$2.94K
Optiver Holding
199
Optiver Holding
Netherlands
$2.94K
PWMG
200
Private Wealth Management Group
New Jersey
$2.94K