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Virtus Investment Partners
VRTS

Overview Fund Activity

237 hedge funds and large institutions have $1.24B invested in Virtus Investment Partners in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 87 increasing their positions, 76 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+10
Holders Change %
+4.41%
% of All Funds
3.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
28
Increased
87
Reduced
76
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
$61.1M
2
American Century Companies
American Century Companies
Missouri
$18M
3
ZIM
Zacks Investment Management
Illinois
$3.12M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$34.9M
5
Northern Trust
Northern Trust
Illinois
$23.4M

Top Sellers

1
BCM
Basswood Capital Management
New York
$13.6M
2
Morgan Stanley
Morgan Stanley
New York
$22.7M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
VVP
Vulcan Value Partners
Alabama
$21.8M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
201
MassMutual Private Wealth & Trust
Connecticut
$6.18K +$221 +1 +4%
JEST
202
JTC Employer Solutions Trustee
Jersey
$6K – – –
RAM
203
Riggs Asset Management
Pennsylvania
$5.52K – – –
FFA
204
Farther Finance Advisors
California
$5.29K -$5.96K -27 -53%
EWA
205
EverSource Wealth Advisors
Alabama
$5.29K +$1.1K +5 +26%
PS
206
Principal Securities
Iowa
$4.41K +$1.54K +7 +54%
PWMG
207
Private Wealth Management Group
New Jersey
$3.97K – – –
EB
208
Eastern Bank
Massachusetts
$3.53K – – –
SFG
209
Stonebridge Financial Group
Pennsylvania
$3.53K +$3.53K +16 New
BIA
210
Bell Investment Advisors
California
$3.31K – – –
CA
211
Continuum Advisory
Idaho
$3.31K +$3.31K +15 New
Jones Financial Companies
212
Jones Financial Companies
Missouri
$3.09K +$3.09K +14 New
HBW
213
Hazlett, Burt & Watson
West Virginia
$3K – – –
AF
214
Allworth Financial
California
$2.72K +$1.05K +5 +63%
NB
215
NBT Bank
New York
$2.65K – – –
WTC
216
WhitTier Trust Company
Nevada
$2.43K – – –
HNB
217
Huntington National Bank
Ohio
$2.21K +$1.99K +9 +900%
TWD
218
True Wealth Design
Ohio
$1.99K – – –
SWM
219
Spire Wealth Management
Virginia
$1.99K – – –
AGWCA
220
Annis Gardner Whiting Capital Advisors
Florida
$1.55K – – –
PWMG
221
Prestige Wealth Management Group
New Jersey
$1.55K – – –
FG
222
Fairman Group
Pennsylvania
$1.32K – – –
FMII
223
Farmers & Merchants Investments Inc
Nebraska
$1.1K – – –
JFA
224
JNBA Financial Advisors
Minnesota
$1.1K – – –
SS
225
SBI Securities
Japan
$1.1K +$1.1K +5 New
7 8
9
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