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Virtus Investment Partners

234 hedge funds and large institutions have $931M invested in Virtus Investment Partners in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 73 increasing their positions, 92 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

21% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 92

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
234
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
EB
201
Eastern Bank
Massachusetts
$2.61K
MWA
202
Medallion Wealth Advisors
Connecticut
$2.45K
VCM
203
Versant Capital Management
Arizona
$2.28K
SWP
204
Strategic Wealth Partners
Ohio
$2.12K
NB
205
NBT Bank
New York
$1.96K
MCM
206
MAI Capital Management
Ohio
$1.96K
WTC
207
WhitTier Trust Company
Nevada
$1.86K
MIM
208
MTM Investment Management
South Carolina
$1.47K
FC
209
Financial Consulate
Maryland
$1.31K
PA
210
Parallel Advisors
California
$1.3K
AGWCA
211
Annis Gardner Whiting Capital Advisors
Florida
$1.14K
PWMG
212
Prestige Wealth Management Group
New Jersey
$1.14K
SS
213
SBI Securities
Japan
$1.14K
CTB
214
Country Trust Bank
Illinois
$1.14K
HFS
215
Hantz Financial Services
Michigan
$1K
C
216
Covestor
United Kingdom
$1K
RMC
217
Resources Management Corp
Connecticut
$1K
FG
218
Fairman Group
Pennsylvania
$979
CA
219
Clearstead Advisors
Ohio
$816
FMII
220
Farmers & Merchants Investments Inc
Nebraska
$816
SWM
221
Spire Wealth Management
Virginia
$816
JFA
222
JNBA Financial Advisors
Minnesota
$816
BGAI
223
Bruce G. Allen Investments
Colorado
$816
BFS
224
Bare Financial Services
Pennsylvania
$489
SS
225
Sunbelt Securities
Texas
$489