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Virtus Investment Partners
VRTS

Overview Fund Activity

235 hedge funds and large institutions have $966M invested in Virtus Investment Partners in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 90 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
-2
Holders Change %
-0.84%
% of All Funds
3.19%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
33
Increased
72
Reduced
90
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GCM
Gator Capital Management
Florida
+$6.88M
2
American Century Companies
American Century Companies
Missouri
+$5.42M
3
Charles Schwab
Charles Schwab
California
+$3.98M
4
Citadel Advisors
Citadel Advisors
Florida
+$3.1M
5
Renaissance Technologies
Renaissance Technologies
New York
+$1.78M

Top Sellers

1
BCM
Basswood Capital Management
New York
-$9.03M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$7.1M
3
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
-$5.07M
4
VIM
Villanova Investment Management
Pennsylvania
-$3.76M
5
ZIM
Zacks Investment Management
Illinois
-$3.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
201
Jones Financial Companies
Missouri
$3.29K +$866 +5 +36%
PWMG
202
Private Wealth Management Group
New Jersey
$3.1K – – –
EWA
203
EverSource Wealth Advisors
Alabama
$2.93K -$1.21K -7 -29%
EB
204
Eastern Bank
Massachusetts
$2.76K – – –
RIL
205
Rothschild Investment LLC
Illinois
$2.76K +$2.41K +14 +700%
BIA
206
Bell Investment Advisors
California
$2.41K -$172 -1 -7%
SC
207
SouthState Corp
Florida
$2.41K +$2.41K +14 New
NB
208
NBT Bank
New York
$2.07K – – –
HBW
209
Hazlett, Burt & Watson
West Virginia
$2K – – –
WTC
210
WhitTier Trust Company
Nevada
$1.9K – – –
TSMHT
211
Thurston Springer Miller Herd & Titak
Indiana
$1.72K -$7.24K -42 -81%
QL
212
Quarry LP
New York
$1.38K +$1.38K +8 New
BFS
213
Bare Financial Services
Pennsylvania
$1.38K +$1.38K +8 New
FG
214
Fairman Group
Pennsylvania
$1.32K – – –
AF
215
Allworth Financial
California
$1.26K -$784 -5 -38%
PWMG
216
Prestige Wealth Management Group
New Jersey
$1.21K – – –
SS
217
SBI Securities
Japan
$1.03K +$172 +1 +20%
SWM
218
Spire Wealth Management
Virginia
$862 -$690 -4 -44%
TWD
219
True Wealth Design
Ohio
$862 -$690 -4 -44%
FMII
220
Farmers & Merchants Investments Inc
Nebraska
$862 – – –
JFA
221
JNBA Financial Advisors
Minnesota
$862 – – –
PWA
222
Physician Wealth Advisors
Utah
$862 +$862 +5 New
BIG
223
Brooklyn Investment Group
New York
$862 +$862 +5 New
MCM
224
MAI Capital Management
Ohio
$518 – – –
HI
225
Horizon Investments
North Carolina
$510 +$340 +2 +200%
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9
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