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Virtus Investment Partners

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

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

20% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 90

22% less capital invested

Capital invested by funds: $1.24B → $966M (-$272M)

Holders
235
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
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
PWMG
202
Private Wealth Management Group
New Jersey
$3.1K
EWA
203
EverSource Wealth Advisors
Alabama
$2.93K
EB
204
Eastern Bank
Massachusetts
$2.76K
RIL
205
Rothschild Investment LLC
Illinois
$2.76K
BIA
206
Bell Investment Advisors
California
$2.41K
SC
207
SouthState Corp
Florida
$2.41K
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
QL
212
Quarry LP
New York
$1.38K
BFS
213
Bare Financial Services
Pennsylvania
$1.38K
FG
214
Fairman Group
Pennsylvania
$1.32K
AF
215
Allworth Financial
California
$1.25K
PWMG
216
Prestige Wealth Management Group
New Jersey
$1.21K
SS
217
SBI Securities
Japan
$1.03K
TWD
218
True Wealth Design
Ohio
$862
SWM
219
Spire Wealth Management
Virginia
$862
JFA
220
JNBA Financial Advisors
Minnesota
$862
FMII
221
Farmers & Merchants Investments Inc
Nebraska
$862
BIG
222
Brooklyn Investment Group
New York
$862
PWA
223
Physician Wealth Advisors
Utah
$862
MCM
224
MAI Capital Management
Ohio
$518
HI
225
Horizon Investments
North Carolina
$510