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Virtus Investment Partners

243 hedge funds and large institutions have $1.01B invested in Virtus Investment Partners in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 81 increasing their positions, 85 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 34

3% more funds holding

Funds holding: 236243 (+7)

4% more capital invested

Capital invested by funds: $971M → $1.01B (+$35.1M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.47% less ownership

Funds ownership: 80.65%80.18% (-0.47%)

5% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 85

Holders
243
Holders Change
+7
Holders Change %
+2.97%
% of All Funds
3.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
43
Increased
81
Reduced
85
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JEST
201
JTC Employer Solutions Trustee
Jersey
$5K
PA
202
Parallel Advisors
California
$4.72K -$8.82K -53 -67%
RAM
203
Riggs Asset Management
Pennsylvania
$4.54K
BIG
204
Brooklyn Investment Group
New York
$4.35K +$3.16K +19 +380%
MPWT
205
MassMutual Private Wealth & Trust
Connecticut
$3.99K -$3.49K -21 -49%
PWMG
206
Private Wealth Management Group
New Jersey
$3.27K
PFBT
207
Parkside Financial Bank & Trust
Missouri
$3.27K +$2.66K +16 +800%
AAM
208
Advisors Asset Management
Colorado
$3.08K +$2.83K +17 New
EB
209
Eastern Bank
Massachusetts
$2.9K
MWA
210
Medallion Wealth Advisors
Connecticut
$2.72K
Jones Financial Companies
211
Jones Financial Companies
Missouri
$2.56K -$832 -5 -26%
SWP
212
Strategic Wealth Partners
Ohio
$2.36K +$2.16K +13 New
PS
213
Principal Securities
Iowa
$2.18K -$1.33K -8 -40%
SC
214
SouthState Corp
Florida
$2.18K -$333 -2 -14%
NB
215
NBT Bank
New York
$2.18K
AGWCA
216
Annis Gardner Whiting Capital Advisors
Florida
$2.18K +$2K +12 New
WTC
217
WhitTier Trust Company
Nevada
$2K
TSMHT
218
Thurston Springer Miller Herd & Titak
Indiana
$1.81K
MIM
219
MTM Investment Management
South Carolina
$1.63K +$1.5K +9 New
TPWA
220
Twin Peaks Wealth Advisors
California
$1.55K +$1.33K +8 New
PWMG
221
Prestige Wealth Management Group
New Jersey
$1.27K
SS
222
SBI Securities
Japan
$1.27K +$166 +1 +17%
CTB
223
Country Trust Bank
Illinois
$1.27K +$1.17K +7 New
HFS
224
Hughes Financial Services
Virginia
$1.14K +$998 +6 New
RIL
225
Rothschild Investment LLC
Illinois
$1.09K -$1.66K -10 -63%

VRTS Hedge Fund Activity: Q2 2025 in Review

243 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q2 2025, worth a combined $1.01B — up 3.6% from $971M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new VRTS positions and 34 closed out — a net gain of 9 holders — while 81 added to existing stakes and 85 trimmed.

The largest buyer was Jump Financial, adding an estimated $4.27M. The largest seller was BlackRock, cutting an estimated $11.7M.

  • 243 institutional investors held Virtus Investment Partners (VRTS) as of Q2 2025, up from 236 in Q1 2025.
  • Funds reported $1.01B of Virtus Investment Partners stock for Q2 2025, up 3.6% quarter-over-quarter.
  • 43 funds opened new Virtus Investment Partners positions in Q2 2025 and 34 closed out, a net change of +9 holders.
  • The largest Virtus Investment Partners buyer in Q2 2025 was Jump Financial, an estimated $4.27M added.
  • The largest Virtus Investment Partners seller in Q2 2025 was BlackRock, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2025.