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Virtus Investment Partners

231 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, 91 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: $ → $

20% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 91

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
231
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
VCM
201
Versant Capital Management
Arizona
$2.28K
NB
202
NBT Bank
New York
$1.96K
MCM
203
MAI Capital Management
Ohio
$1.96K
WTC
204
WhitTier Trust Company
Nevada
$1.86K
MIM
205
MTM Investment Management
South Carolina
$1.47K
FC
206
Financial Consulate
Maryland
$1.31K
PA
207
Parallel Advisors
California
$1.3K
AGWCA
208
Annis Gardner Whiting Capital Advisors
Florida
$1.14K
PWMG
209
Prestige Wealth Management Group
New Jersey
$1.14K
SS
210
SBI Securities
Japan
$1.14K
CTB
211
Country Trust Bank
Illinois
$1.14K
HFS
212
Hantz Financial Services
Michigan
$1K
C
213
Covestor
United Kingdom
$1K
RMC
214
Resources Management Corp
Connecticut
$1K
FG
215
Fairman Group
Pennsylvania
$979
CA
216
Clearstead Advisors
Ohio
$816
SWM
217
Spire Wealth Management
Virginia
$816
FMII
218
Farmers & Merchants Investments Inc
Nebraska
$816
JFA
219
JNBA Financial Advisors
Minnesota
$816
BGAI
220
Bruce G. Allen Investments
Colorado
$816
BFS
221
Bare Financial Services
Pennsylvania
$489
SS
222
Sunbelt Securities
Texas
$489
CIAM
223
Caitong International Asset Management
Hong Kong
$489
CFM
224
Cornerstone Financial Management
Massachusetts
$489
National Bank of Canada
225
National Bank of Canada
Quebec, Canada
$489