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Virtus Investment Partners

243 hedge funds and large institutions have $1.01B invested in Virtus Investment Partners in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 81 increasing their positions, 85 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 34

3% more funds holding

Funds holding: 236243 (+7)

4% more capital invested

Capital invested by funds: $971M → $1.01B (+$35.1M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.47% less ownership

Funds ownership: 80.65%80.18% (-0.47%)

5% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 85

Holders
243
Holders Change
+7
Holders Change %
+2.97%
% of All Funds
3.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
43
Increased
81
Reduced
85
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$181M -$11.7M -70,345 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$158M -$5.37M -32,280 -4%
Charles Schwab
3
Charles Schwab
California
$55.2M +$760K +4,566 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$54.6M -$812K -4,878 -2%
State Street
5
State Street
Massachusetts
$51.1M -$1.12M -6,754 -2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$28.1M +$160K +961 +0.6%
WCM Investment Management
7
WCM Investment Management
California
$22.9M +$3.81M +22,900 +22%
American Century Companies
8
American Century Companies
Missouri
$22.8M +$2.12M +12,770 +11%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$20.3M +$2.87M +17,266 +18%
Victory Capital Management
10
Victory Capital Management
Texas
$19.9M +$2.48M +14,881 +16%
Northern Trust
11
Northern Trust
Illinois
$19.5M -$7.15K -43 -0%
Morgan Stanley
12
Morgan Stanley
New York
$19.5M +$2.6M +15,626 +17%
JP Morgan Chase
13
JP Morgan Chase
New York
$18.9M -$2.08M -12,515 -11%
Brown Advisory
14
Brown Advisory
Maryland
$18.5M +$3.02M +18,143 +22%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$16.4M +$707K +4,252 +5%
VVP
16
Vulcan Value Partners
Alabama
$15.7M -$43.3K -260 -0.3%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$13.3M +$1.55M +9,340 +15%
AQR Capital Management
18
AQR Capital Management
Connecticut
$12.9M +$3.15M +18,956 +36%
GIM
19
Glenmede Investment Management
Pennsylvania
$12.3M +$11.3M +67,800 New
Fisher Asset Management
20
Fisher Asset Management
Washington
$11.4M -$696K -4,181 -6%
GCM
21
Gator Capital Management
Florida
$11M -$16.6K -100 -0.2%
N
22
Nuveen
North Carolina
$9.41M -$670K -4,026 -7%
AG
23
Algert Global
California
$9.21M +$3.66M +21,989 +76%
Norges Bank
24
Norges Bank
Norway
$7.18M +$1.14M +6,856 +21%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$7.12M -$4.8M -28,821 -42%

VRTS Hedge Fund Activity: Q2 2025 in Review

243 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q2 2025, worth a combined $1.01B — up 3.6% from $971M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new VRTS positions and 34 closed out — a net gain of 9 holders — while 81 added to existing stakes and 85 trimmed.

The largest buyer was Jump Financial, adding an estimated $4.27M. The largest seller was BlackRock, cutting an estimated $11.7M.

  • 243 institutional investors held Virtus Investment Partners (VRTS) as of Q2 2025, up from 236 in Q1 2025.
  • Funds reported $1.01B of Virtus Investment Partners stock for Q2 2025, up 3.6% quarter-over-quarter.
  • 43 funds opened new Virtus Investment Partners positions in Q2 2025 and 34 closed out, a net change of +9 holders.
  • The largest Virtus Investment Partners buyer in Q2 2025 was Jump Financial, an estimated $4.27M added.
  • The largest Virtus Investment Partners seller in Q2 2025 was BlackRock, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2025.