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Virtus Investment Partners

236 hedge funds and large institutions have $971M invested in Virtus Investment Partners in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 91 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0.66% more ownership

Funds ownership: 79.99%80.65% (+0.66%)

1% less funds holding

Funds holding: 238236 (-2)

3% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 32

20% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 91

22% less capital invested

Capital invested by funds: $1.24B → $971M (-$267M)

Holders
236
Holders Change
-2
Holders Change %
-0.84%
% of All Funds
3.16%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
31
Increased
73
Reduced
91
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
201
Jones Financial Companies
Missouri
$3.29K +$955 +5 +36%
PWMG
202
Private Wealth Management Group
New Jersey
$3.1K
EWA
203
EverSource Wealth Advisors
Alabama
$2.93K -$1.34K -7 -29%
EB
204
Eastern Bank
Massachusetts
$2.76K
RIL
205
Rothschild Investment LLC
Illinois
$2.76K +$2.67K +14 +700%
MWA
206
Medallion Wealth Advisors
Connecticut
$2.58K
BIA
207
Bell Investment Advisors
California
$2.41K -$191 -1 -7%
SC
208
SouthState Corp
Florida
$2.41K +$2.67K +14 New
NB
209
NBT Bank
New York
$2.07K
HBW
210
Hazlett, Burt & Watson
West Virginia
$2K
WTC
211
WhitTier Trust Company
Nevada
$1.9K
TSMHT
212
Thurston Springer Miller Herd & Titak
Indiana
$1.72K -$8.02K -42 -81%
BFS
213
Bare Financial Services
Pennsylvania
$1.38K +$1.53K +8 New
QL
214
Quarry LP
New York
$1.38K +$1.53K +8 New
FG
215
Fairman Group
Pennsylvania
$1.32K
AF
216
Allworth Financial
California
$1.25K -$955 -5 -38%
PWMG
217
Prestige Wealth Management Group
New Jersey
$1.21K
SS
218
SBI Securities
Japan
$1.03K +$191 +1 +20%
SWM
219
Spire Wealth Management
Virginia
$862 -$764 -4 -44%
TWD
220
True Wealth Design
Ohio
$862 -$764 -4 -44%
FMII
221
Farmers & Merchants Investments Inc
Nebraska
$862
JFA
222
JNBA Financial Advisors
Minnesota
$862
BIG
223
Brooklyn Investment Group
New York
$862 +$955 +5 New
PWA
224
Physician Wealth Advisors
Utah
$862 +$955 +5 New
MCM
225
MAI Capital Management
Ohio
$518

VRTS Hedge Fund Activity: Q1 2025 in Review

236 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q1 2025, worth a combined $971M — down 22% from $1.24B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of VRTS and 31 opened new positions — a net loss of 1 holder — while 91 trimmed existing stakes and 73 added.

The largest buyer was Gator Capital Management, adding an estimated $7.62M. The largest seller was Basswood Capital Management, cutting an estimated $10M.

  • 236 institutional investors held Virtus Investment Partners (VRTS) as of Q1 2025, down from 238 in Q4 2024.
  • Funds reported $971M of Virtus Investment Partners stock for Q1 2025, down 22% quarter-over-quarter.
  • 31 funds opened new Virtus Investment Partners positions in Q1 2025 and 32 closed out, a net change of -1 holder.
  • The largest Virtus Investment Partners buyer in Q1 2025 was Gator Capital Management, an estimated $7.62M added.
  • The largest Virtus Investment Partners seller in Q1 2025 was Basswood Capital Management, an estimated $10M sold.

Based on aggregated 13F filings for Q1 2025.