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Virtus Investment Partners

235 hedge funds and large institutions have $931M invested in Virtus Investment Partners in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 92 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

3% more funds holding

Funds holding: 229235 (+6)

0.33% more ownership

Funds ownership: 84.19%84.51% (+0.33%)

14% less capital invested

Capital invested by funds: $1.08B → $931M (-$148M)

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
235
Holders Change
+6
Holders Change %
+2.62%
% of All Funds
2.86%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
31
Increased
73
Reduced
92
Closed
23
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 -$11.7K -69 -83%
SWP
204
Strategic Wealth Partners
Ohio
$2.12K
NB
205
NBT Bank
New York
$1.96K -$4.56K -27 -14%
MCM
206
MAI Capital Management
Ohio
$1.96K -$3.38K -20 -63%
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 -$3.04K -18 -69%
AGWCA
211
Annis Gardner Whiting Capital Advisors
Florida
$1.14K -$845 -5 -42%
PWMG
212
Prestige Wealth Management Group
New Jersey
$1.14K
SS
213
SBI Securities
Japan
$1.14K -$507 -3 -30%
CTB
214
Country Trust Bank
Illinois
$1.14K
HFS
215
Hantz Financial Services
Michigan
$1K -$507 -3 -30%
C
216
Covestor
United Kingdom
$1K +$676 +4 +400%
RMC
217
Resources Management Corp
Connecticut
$1K +$1.18K +7 New
FG
218
Fairman Group
Pennsylvania
$979
CA
219
Clearstead Advisors
Ohio
$816 -$9.63K -57 -92%
FMII
220
Farmers & Merchants Investments Inc
Nebraska
$816
JFA
221
JNBA Financial Advisors
Minnesota
$816
SWM
222
Spire Wealth Management
Virginia
$816
BGAI
223
Bruce G. Allen Investments
Colorado
$816 +$169 +1 +25%
BFS
224
Bare Financial Services
Pennsylvania
$489 -$507 -3 -50%
SS
225
Sunbelt Securities
Texas
$489 -$338 -2 -40%

VRTS Hedge Fund Activity: Q4 2025 in Review

235 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q4 2025, worth a combined $931M — down 14% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new VRTS positions and 23 closed out — a net gain of 8 holders — while 73 added to existing stakes and 92 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $6.62M. The largest seller was Fisher Asset Management, exiting entirely with an estimated $11.9M sold.

  • 235 institutional investors held Virtus Investment Partners (VRTS) as of Q4 2025, up from 229 in Q3 2025.
  • Funds reported $931M of Virtus Investment Partners stock for Q4 2025, down 14% quarter-over-quarter.
  • 31 funds opened new Virtus Investment Partners positions in Q4 2025 and 23 closed out, a net change of +8 holders.
  • The largest Virtus Investment Partners buyer in Q4 2025 was Goldman Sachs, an estimated $6.62M added.
  • The largest Virtus Investment Partners seller in Q4 2025 was Fisher Asset Management, an estimated $11.9M sold.

Based on aggregated 13F filings for Q4 2025.