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Virtus Investment Partners

236 hedge funds and large institutions have $971M invested in Virtus Investment Partners in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 91 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0.66% more ownership

Funds ownership: 79.99%80.65% (+0.66%)

1% less funds holding

Funds holding: 238236 (-2)

3% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 32

20% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 91

22% less capital invested

Capital invested by funds: $1.24B → $971M (-$267M)

Holders
236
Holders Change
-2
Holders Change %
-0.84%
% of All Funds
3.16%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
31
Increased
73
Reduced
91
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$184M +$325K +1,701 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$156M -$31.1K -163 -0%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$52.7M -$2.9M -15,192 -5%
Charles Schwab
4
Charles Schwab
California
$51.7M +$4.41M +23,081 +8%
State Street
5
State Street
Massachusetts
$49.8M -$1.38M -7,252 -2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$26.6M +$755K +3,952 +3%
JP Morgan Chase
7
JP Morgan Chase
New York
$20.1M -$7.86M -41,183 -26%
American Century Companies
8
American Century Companies
Missouri
$19.5M +$6.01M +31,454 +38%
Northern Trust
9
Northern Trust
Illinois
$18.6M +$293K +1,535 +1%
WCM Investment Management
10
WCM Investment Management
California
$17.7M -$1.29M -6,749 -6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$16.3M -$3.23M -16,936 -15%
Victory Capital Management
12
Victory Capital Management
Texas
$16.3M +$196K +1,026 +1%
Morgan Stanley
13
Morgan Stanley
New York
$15.8M -$2.17M -11,351 -11%
VVP
14
Vulcan Value Partners
Alabama
$14.9M -$2.28M -11,928 -12%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$14.9M -$446K -2,337 -3%
Brown Advisory
16
Brown Advisory
Maryland
$14.4M -$220K -1,151 -1%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$11.7M -$554K -2,900 -4%
Fisher Asset Management
18
Fisher Asset Management
Washington
$11.5M -$884K -4,629 -6%
Hotchkis & Wiley Capital Management
19
Hotchkis & Wiley Capital Management
California
$11M +$561K +2,940 +5%
GCM
20
Gator Capital Management
Florida
$10.5M +$7.62M +39,895 +191%
Millennium Management
21
Millennium Management
New York
$10.1M +$1.09M +5,734 +11%
GT
22
Glenmede Trust
Pennsylvania
$9.75M -$287K -1,502 -3%
Goldman Sachs
23
Goldman Sachs
New York
$9.65M -$230K -1,205 -2%
N
24
Nuveen
North Carolina
$9.64M +$1.97M +10,290 +23%
AQR Capital Management
25
AQR Capital Management
Connecticut
$9.03M +$1.15M +5,996 +13%

VRTS Hedge Fund Activity: Q1 2025 in Review

236 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q1 2025, worth a combined $971M — down 22% from $1.24B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of VRTS and 31 opened new positions — a net loss of 1 holder — while 91 trimmed existing stakes and 73 added.

The largest buyer was Gator Capital Management, adding an estimated $7.62M. The largest seller was Basswood Capital Management, cutting an estimated $10M.

  • 236 institutional investors held Virtus Investment Partners (VRTS) as of Q1 2025, down from 238 in Q4 2024.
  • Funds reported $971M of Virtus Investment Partners stock for Q1 2025, down 22% quarter-over-quarter.
  • 31 funds opened new Virtus Investment Partners positions in Q1 2025 and 32 closed out, a net change of -1 holder.
  • The largest Virtus Investment Partners buyer in Q1 2025 was Gator Capital Management, an estimated $7.62M added.
  • The largest Virtus Investment Partners seller in Q1 2025 was Basswood Capital Management, an estimated $10M sold.

Based on aggregated 13F filings for Q1 2025.