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Virtus Investment Partners

235 hedge funds and large institutions have $931M invested in Virtus Investment Partners in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 92 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

3% more funds holding

Funds holding: 229235 (+6)

0.33% more ownership

Funds ownership: 84.19%84.51% (+0.33%)

14% less capital invested

Capital invested by funds: $1.08B → $931M (-$148M)

21% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 92

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
235
Holders Change
+6
Holders Change %
+2.62%
% of All Funds
2.86%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
31
Increased
73
Reduced
92
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$160M +$1.6M +9,477 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$137M -$1.48M -8,736 -1%
State Street
3
State Street
Massachusetts
$50M +$268K +1,586 +0.5%
Charles Schwab
4
Charles Schwab
California
$49M +$493K +2,917 +1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$48.5M +$1.16M +6,885 +2%
Victory Capital Management
6
Victory Capital Management
Texas
$40M +$2.7M +15,987 +7%
American Century Companies
7
American Century Companies
Missouri
$28.1M +$2.81M +16,620 +11%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$24.8M -$531K -3,145 -2%
AQR Capital Management
9
AQR Capital Management
Connecticut
$20M +$1.34M +7,958 +7%
Northern Trust
10
Northern Trust
Illinois
$15.6M -$1.71M -10,129 -10%
JP Morgan Chase
11
JP Morgan Chase
New York
$15M -$909K -5,377 -6%
Brown Advisory
12
Brown Advisory
Maryland
$14.8M -$1.46M -8,617 -9%
WCM Investment Management
13
WCM Investment Management
California
$14.4M -$3.36M -19,860 -18%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$14.4M -$3.2M -18,922 -18%
AG
15
Algert Global
California
$13M +$2.77M +16,404 +26%
Goldman Sachs
16
Goldman Sachs
New York
$12.7M +$6.62M +39,188 +101%
VVP
17
Vulcan Value Partners
Alabama
$12.6M -$328K -1,941 -2%
Morgan Stanley
18
Morgan Stanley
New York
$12.4M -$3.11M -18,429 -20%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$12.2M -$2.02M -11,954 -14%
Two Sigma Investments
20
Two Sigma Investments
New York
$11M +$3.62M +21,448 +47%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$11M -$91.2K -540 -0.8%
GT
22
Glenmede Trust
Pennsylvania
$9.84M +$10.2M +60,333 New
GCM
23
Gator Capital Management
Florida
$9.23M -$774K -4,583 -7%
Bank of America
24
Bank of America
North Carolina
$6.36M +$1.34M +7,958 +26%
First Trust Advisors
25
First Trust Advisors
Illinois
$6.25M +$304K +1,798 +5%

VRTS Hedge Fund Activity: Q4 2025 in Review

235 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Virtus Investment Partners (VRTS) for Q4 2025, worth a combined $931M — down 14% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new VRTS positions and 23 closed out — a net gain of 8 holders — while 73 added to existing stakes and 92 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $6.62M. The largest seller was Fisher Asset Management, exiting entirely with an estimated $11.9M sold.

  • 235 institutional investors held Virtus Investment Partners (VRTS) as of Q4 2025, up from 229 in Q3 2025.
  • Funds reported $931M of Virtus Investment Partners stock for Q4 2025, down 14% quarter-over-quarter.
  • 31 funds opened new Virtus Investment Partners positions in Q4 2025 and 23 closed out, a net change of +8 holders.
  • The largest Virtus Investment Partners buyer in Q4 2025 was Goldman Sachs, an estimated $6.62M added.
  • The largest Virtus Investment Partners seller in Q4 2025 was Fisher Asset Management, an estimated $11.9M sold.

Based on aggregated 13F filings for Q4 2025.