VRTS icon

Virtus Investment Partners
VRTS

Overview Fund Activity

240 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, 78 increasing their positions, 86 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+5
Holders Change %
+2.13%
% of All Funds
3.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
43
Increased
78
Reduced
86
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JF
Jump Financial
Illinois
+$4.65M
2
WCM Investment Management
WCM Investment Management
California
+$4.2M
3
AG
Algert Global
California
+$3.99M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$3.44M
5
Brown Advisory
Brown Advisory
Maryland
+$3.29M

Top Sellers

1
BlackRock
BlackRock
New York
-$12.8M
2
Millennium Management
Millennium Management
New York
-$8.87M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$5.86M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$5.23M
5
Goldman Sachs
Goldman Sachs
New York
-$4.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
RAM
201
Riggs Asset Management
Pennsylvania
$4.54K – – –
BIG
202
Brooklyn Investment Group
New York
$4.35K +$3.45K +19 +380%
MPWT
203
MassMutual Private Wealth & Trust
Connecticut
$3.99K -$3.81K -21 -49%
PWMG
204
Private Wealth Management Group
New Jersey
$3.27K – – –
PFBT
205
Parkside Financial Bank & Trust
Missouri
$3.27K +$2.9K +16 +800%
AAM
206
Advisors Asset Management
Colorado
$3.08K +$3.08K +17 New
EB
207
Eastern Bank
Massachusetts
$2.9K – – –
Jones Financial Companies
208
Jones Financial Companies
Missouri
$2.57K -$916 -5 -26%
SWP
209
Strategic Wealth Partners
Ohio
$2.36K +$2.36K +13 New
PS
210
Principal Securities
Iowa
$2.18K -$1.45K -8 -40%
SC
211
SouthState Corp
Florida
$2.18K -$363 -2 -14%
NB
212
NBT Bank
New York
$2.18K – – –
AGWCA
213
Annis Gardner Whiting Capital Advisors
Florida
$2.18K +$2.18K +12 New
WTC
214
WhitTier Trust Company
Nevada
$2K – – –
TSMHT
215
Thurston Springer Miller Herd & Titak
Indiana
$1.81K – – –
MIM
216
MTM Investment Management
South Carolina
$1.63K +$1.63K +9 New
TPWA
217
Twin Peaks Wealth Advisors
California
$1.55K +$1.55K +8 New
PWMG
218
Prestige Wealth Management Group
New Jersey
$1.27K – – –
SS
219
SBI Securities
Japan
$1.27K +$181 +1 +17%
CTB
220
Country Trust Bank
Illinois
$1.27K +$1.27K +7 New
HFS
221
Hughes Financial Services
Virginia
$1.14K +$1.14K +6 New
RIL
222
Rothschild Investment LLC
Illinois
$1.09K -$1.81K -10 -63%
BFS
223
Bare Financial Services
Pennsylvania
$1.09K -$363 -2 -25%
FG
224
Fairman Group
Pennsylvania
$1.09K – – –
TIM
225
Tortoise Investment Management
New York
$1.09K +$1.09K +6 New
7 8
9
10 11