VRTS icon

Virtus Investment Partners
VRTS

Overview Fund Activity

235 hedge funds and large institutions have $966M invested in Virtus Investment Partners in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 90 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
-2
Holders Change %
-0.84%
% of All Funds
3.19%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
33
Increased
72
Reduced
90
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GCM
Gator Capital Management
Florida
+$6.88M
2
American Century Companies
American Century Companies
Missouri
+$5.42M
3
Charles Schwab
Charles Schwab
California
+$3.98M
4
Citadel Advisors
Citadel Advisors
Florida
+$3.1M
5
Renaissance Technologies
Renaissance Technologies
New York
+$1.78M

Top Sellers

1
BCM
Basswood Capital Management
New York
-$9.03M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$7.1M
3
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
-$5.07M
4
VIM
Villanova Investment Management
Pennsylvania
-$3.76M
5
ZIM
Zacks Investment Management
Illinois
-$3.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$184M +$293K +1,701 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$156M -$28.1K -163 -0%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$52.7M -$2.62M -15,192 -5%
Charles Schwab
4
Charles Schwab
California
$51.7M +$3.98M +23,081 +8%
State Street
5
State Street
Massachusetts
$49.8M -$1.25M -7,252 -2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$26.6M +$681K +3,952 +3%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$20.1M -$7.1M -41,183 -26%
American Century Companies
8
American Century Companies
Missouri
$19.5M +$5.42M +31,454 +38%
Northern Trust
9
Northern Trust
Illinois
$18.6M +$265K +1,535 +1%
WCM Investment Management
10
WCM Investment Management
California
$17.7M -$1.17M -6,749 -6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$16.3M -$2.92M -16,936 -15%
Victory Capital Management
12
Victory Capital Management
Texas
$16.3M +$177K +1,026 +1%
Morgan Stanley
13
Morgan Stanley
New York
$15.8M -$1.96M -11,351 -11%
VVP
14
Vulcan Value Partners
Alabama
$14.9M -$2.06M -11,928 -12%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$14.9M -$403K -2,337 -3%
Brown Advisory
16
Brown Advisory
Maryland
$14.4M -$198K -1,151 -1%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$11.7M -$500K -2,900 -4%
Fisher Asset Management
18
Fisher Asset Management
Washington
$11.5M -$798K -4,629 -6%
Hotchkis & Wiley Capital Management
19
Hotchkis & Wiley Capital Management
California
$11M +$507K +2,940 +5%
GCM
20
Gator Capital Management
Florida
$10.5M +$6.88M +39,895 +191%
Millennium Management
21
Millennium Management
New York
$10.1M +$988K +5,734 +11%
GT
22
Glenmede Trust
Pennsylvania
$9.75M -$259K -1,502 -3%
Goldman Sachs
23
Goldman Sachs
New York
$9.65M -$208K -1,205 -2%
NL
24
Nuveen LLC
North Carolina
$9.64M +$9.64M +55,922 New
AQR Capital Management
25
AQR Capital Management
Connecticut
$9.03M +$1.03M +5,996 +13%
1
2 3 4 5