VRTS icon

Virtus Investment Partners
VRTS

Overview Fund Activity

239 hedge funds and large institutions have $1B invested in Virtus Investment Partners in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 78 increasing their positions, 85 reducing their positions, and 34 closing their positions.

Holders
239
Holders Change
+4
Holders Change %
+1.7%
% of All Funds
3.21%
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
85
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GIM
1
Glenmede Investment Management
Pennsylvania
$12.3M
2
Norges Bank
2
Norges Bank
Norway
$7.18M
3
JF
3
Jump Financial
Illinois
$5.5M
4
WCM Investment Management
4
WCM Investment Management
California
$22.9M
5
AG
5
Algert Global
California
$9.21M

Top Sellers

1
BlackRock
1
BlackRock
New York
$181M
2
Millennium Management
2
Millennium Management
New York
$1.8M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$158M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$7.12M
5
Goldman Sachs
5
Goldman Sachs
New York
$5.97M
Name Market Value Shares Shares
Change 		Shares
Change %
BIG
201
Brooklyn Investment Group
New York
$4.35K 24 +19 +380%
MPWT
202
MassMutual Private Wealth & Trust
Connecticut
$3.99K 22 -21 -49%
PWMG
203
Private Wealth Management Group
New Jersey
$3.27K 18 – –
PFBT
204
Parkside Financial Bank & Trust
Missouri
$3.27K 18 +16 +800%
AAM
205
Advisors Asset Management
Colorado
$3.08K 17 +17 New
EB
206
Eastern Bank
Massachusetts
$2.9K 16 – –
Jones Financial Companies
207
Jones Financial Companies
Missouri
$2.57K 14 -5 -26%
SWP
208
Strategic Wealth Partners
Ohio
$2.36K 13 +13 New
PS
209
Principal Securities
Iowa
$2.18K 12 -8 -40%
SC
210
SouthState Corp
Florida
$2.18K 12 -2 -14%
NB
211
NBT Bank
New York
$2.18K 12 – –
AGWCA
212
Annis Gardner Whiting Capital Advisors
Florida
$2.18K 12 +12 New
WTC
213
WhitTier Trust Company
Nevada
$2K 11 – –
TSMHT
214
Thurston Springer Miller Herd & Titak
Indiana
$1.81K 10 – –
MIM
215
MTM Investment Management
South Carolina
$1.63K 9 +9 New
TPWA
216
Twin Peaks Wealth Advisors
California
$1.55K 8 +8 New
PWMG
217
Prestige Wealth Management Group
New Jersey
$1.27K 7 – –
SS
218
SBI Securities
Japan
$1.27K 7 +1 +17%
CTB
219
Country Trust Bank
Illinois
$1.27K 7 +7 New
HFS
220
Hughes Financial Services
Virginia
$1.14K 6 +6 New
RIL
221
Rothschild Investment LLC
Illinois
$1.09K 6 -10 -63%
BFS
222
Bare Financial Services
Pennsylvania
$1.09K 6 -2 -25%
FG
223
Fairman Group
Pennsylvania
$1.09K 6 – –
TIM
224
Tortoise Investment Management
New York
$1.09K 6 +6 New
C
225
Covestor
United Kingdom
$1K 7 +6 +600%
7 8
9
10 11