We are live on ! Find out more
VRTS icon

Virtus Investment Partners

237 hedge funds and large institutions have $765M invested in Virtus Investment Partners in 2026 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 76 increasing their positions, 70 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 34

9% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 70

1% more funds holding

Funds holding: 235237 (+2)

0.55% more ownership

Funds ownership: 84.51%85.07% (+0.55%)

18% less capital invested

Capital invested by funds: $931M → $765M (-$167M)

Holders
237
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
2.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
41
Increased
76
Reduced
70
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
201
Basecamp Wealth Advisors
Washington
$1.88K +$1.77K +12 +600%
SWP
202
Strategic Wealth Partners
Ohio
$1.75K
HI
203
Harbour Investments
Wisconsin
$1.67K +$1.77K +12 New
PFBT
204
Parkside Financial Bank & Trust
Missouri
$1.61K -$1.62K -11 -48%
NB
205
NBT Bank
New York
$1.61K -$22.3K -151 -93%
CFM
206
Cornerstone Financial Management
Massachusetts
$1.48K +$1.18K +8 +267%
WTC
207
WhitTier Trust Company
Nevada
$1.41K
SIC
208
SJS Investment Consulting
Ohio
$1.34K +$1.33K +9 +900%
JWM
209
JPL Wealth Management
Colorado
$1.34K +$1.48K +10 New
TPWA
210
Twin Peaks Wealth Advisors
California
$1.34K +$1.48K +10 New
MIM
211
MTM Investment Management
South Carolina
$1.21K
FC
212
Financial Consulate
Maryland
$1.07K
WPA
213
Wealth Preservation Advisors
Tennessee
$1.07K +$1.18K +8 New
C
214
Covestor
United Kingdom
$1K
RMC
215
Resources Management Corp
Connecticut
$1K
HFS
216
Hantz Financial Services
Michigan
$1K +$590 +4 +57%
AGWCA
217
Annis Gardner Whiting Capital Advisors
Florida
$941
PWMG
218
Prestige Wealth Management Group
New Jersey
$941
CTB
219
Country Trust Bank
Illinois
$940
FG
220
Fairman Group
Pennsylvania
$806
SWM
221
Spire Wealth Management
Virginia
$806 +$148 +1 +20%
FMII
222
Farmers & Merchants Investments Inc
Nebraska
$672
JFA
223
JNBA Financial Advisors
Minnesota
$672
BIA
224
Bell Investment Advisors
California
$538 +$590 +4 New
RWS
225
Retirement Wealth Solutions
Wisconsin
$538 +$590 +4 New

VRTS Hedge Fund Activity: Q1 2026 in Review

237 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q1 2026, worth a combined $765M — down 18% from $931M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new VRTS positions and 34 closed out — a net gain of 7 holders — while 76 added to existing stakes and 70 trimmed.

The largest buyer was State Street, adding an estimated $19.5M. The largest seller was WCM Investment Management, exiting entirely with an estimated $14.4M sold.

  • 237 institutional investors held Virtus Investment Partners (VRTS) as of Q1 2026, up from 235 in Q4 2025.
  • Funds reported $765M of Virtus Investment Partners stock for Q1 2026, down 18% quarter-over-quarter.
  • 41 funds opened new Virtus Investment Partners positions in Q1 2026 and 34 closed out, a net change of +7 holders.
  • The largest Virtus Investment Partners buyer in Q1 2026 was State Street, an estimated $19.5M added.
  • The largest Virtus Investment Partners seller in Q1 2026 was WCM Investment Management, an estimated $14.4M sold.

Based on aggregated 13F filings for Q1 2026.