We are live on ! Find out more
VRTS icon

Virtus Investment Partners

236 hedge funds and large institutions have $765M invested in Virtus Investment Partners in 2026 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 76 increasing their positions, 70 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 34

9% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 70

0.51% more ownership

Funds ownership: 84.51%85.03% (+0.51%)

0% more funds holding

Funds holding: 235236 (+1)

18% less capital invested

Capital invested by funds: $931M → $765M (-$167M)

Holders
236
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
2.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
76
Reduced
70
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$134M +$2.61M +17,712 +2%
VPM
2
Vanguard Portfolio Management
Pennsylvania
$65.1M +$71.5M +484,890 New
State Street
3
State Street
Massachusetts
$58.9M +$19.5M +132,359 +43%
Victory Capital Management
4
Victory Capital Management
Texas
$42.7M +$10.7M +72,665 +30%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$41M +$1.18M +7,987 +3%
VCM
6
Vanguard Capital Management
Pennsylvania
$38.4M +$42.1M +285,546 New
Charles Schwab
7
Charles Schwab
California
$34.8M -$6.09M -41,283 -14%
American Century Companies
8
American Century Companies
Missouri
$25.4M +$2.41M +16,312 +9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$21.4M +$1.1M +7,478 +5%
AQR Capital Management
10
AQR Capital Management
Connecticut
$17.8M +$1.41M +9,549 +8%
Brown Advisory
11
Brown Advisory
Maryland
$14M +$1.98M +13,392 +15%
Hotchkis & Wiley Capital Management
12
Hotchkis & Wiley Capital Management
California
$13M +$4.34M +29,400 +44%
Morgan Stanley
13
Morgan Stanley
New York
$12.9M +$2.97M +20,156 +27%
JP Morgan Chase
14
JP Morgan Chase
New York
$12M +$37.8K +256 +0.3%
Two Sigma Investments
15
Two Sigma Investments
New York
$11.6M +$2.81M +19,046 +28%
ZP
16
Zimmer Partners
New York
$11.3M +$8.72M +59,121 +236%
Northern Trust
17
Northern Trust
Illinois
$10.5M -$2.63M -17,840 -19%
AG
18
Algert Global
California
$10.4M -$410K -2,779 -3%
Goldman Sachs
19
Goldman Sachs
New York
$9.44M -$1.13M -7,689 -10%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$9.37M -$770K -5,220 -7%
GCM
21
Gator Capital Management
Florida
$7.95M +$386K +2,619 +5%
Millennium Management
22
Millennium Management
New York
$7.93M +$3.72M +25,220 +75%
GT
23
Glenmede Trust
Pennsylvania
$7.53M -$633K -4,292 -7%
First Trust Advisors
24
First Trust Advisors
Illinois
$7.11M +$2.15M +14,600 +38%
Prudential Financial
25
Prudential Financial
New Jersey
$6.36M +$2.26M +15,310 +48%