We are live on ! Find out more
VRTS icon

Virtus Investment Partners

229 hedge funds and large institutions have $1.08B invested in Virtus Investment Partners in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 77 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $1.01B → $1.08B (+$73.3M)

4% more ownership

Funds ownership: 80.18%84.19% (+4%)

6% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 77

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less funds holding

Funds holding: 243229 (-14)

35% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 40

Holders
229
Holders Change
-14
Holders Change %
-5.76%
% of All Funds
3.01%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
82
Reduced
77
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$185M -$5.39M -27,386 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$161M -$4.68M -23,781 -3%
State Street
3
State Street
Massachusetts
$57.9M +$4.5M +22,873 +8%
Charles Schwab
4
Charles Schwab
California
$56.5M -$1.45M -7,346 -2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$55.2M -$2.08M -10,580 -4%
Victory Capital Management
6
Victory Capital Management
Texas
$43.6M +$23.6M +119,802 +109%
American Century Companies
7
American Century Companies
Missouri
$29.6M +$5.89M +29,919 +24%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$29.4M -$17.7K -90 -0.1%
AQR Capital Management
9
AQR Capital Management
Connecticut
$21.8M +$8.54M +43,420 +61%
WCM Investment Management
10
WCM Investment Management
California
$20.6M -$3.42M -17,406 -14%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$20.4M -$963K -4,895 -4%
Northern Trust
12
Northern Trust
Illinois
$20.1M -$311K -1,579 -1%
Brown Advisory
13
Brown Advisory
Maryland
$18.8M -$563K -2,863 -3%
JP Morgan Chase
14
JP Morgan Chase
New York
$18.5M -$1.33M -6,747 -6%
Morgan Stanley
15
Morgan Stanley
New York
$17.9M -$2.56M -12,997 -12%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$16.5M -$686K -3,488 -4%
VVP
17
Vulcan Value Partners
Alabama
$15.1M -$1.41M -7,173 -8%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$12.9M -$1.07M -5,458 -7%
GIM
19
Glenmede Investment Management
Pennsylvania
$12.4M -$487K -2,477 -4%
AG
20
Algert Global
California
$12.1M +$2.5M +12,697 +25%
Fisher Asset Management
21
Fisher Asset Management
Washington
$11.9M -$15.1K -77 -0.1%
GCM
22
Gator Capital Management
Florida
$11.6M +$91.3K +464 +0.8%
N
23
Nuveen
North Carolina
$9.38M -$494K -2,512 -5%
Two Sigma Investments
24
Two Sigma Investments
New York
$8.75M +$7.72M +39,233 +575%
Man Group
25
Man Group
United Kingdom
$7.46M +$530K +2,693 +7%

VRTS Hedge Fund Activity: Q3 2025 in Review

229 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q3 2025, worth a combined $1.08B — up 7.3% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of VRTS and 26 opened new positions — a net loss of 14 holders — while 77 trimmed existing stakes and 82 added.

The largest buyer was Victory Capital Management, adding an estimated $23.6M. The largest seller was BlackRock, cutting an estimated $5.39M.

  • 229 institutional investors held Virtus Investment Partners (VRTS) as of Q3 2025, down from 243 in Q2 2025.
  • Funds reported $1.08B of Virtus Investment Partners stock for Q3 2025, up 7.3% quarter-over-quarter.
  • 26 funds opened new Virtus Investment Partners positions in Q3 2025 and 40 closed out, a net change of -14 holders.
  • The largest Virtus Investment Partners buyer in Q3 2025 was Victory Capital Management, an estimated $23.6M added.
  • The largest Virtus Investment Partners seller in Q3 2025 was BlackRock, an estimated $5.39M sold.

Based on aggregated 13F filings for Q3 2025.