ZTR

Virtus Total Return Fund

82 hedge funds and large institutions have $94.4M invested in Virtus Total Return Fund in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
26
Blue Bell Private Wealth Management
Pennsylvania
$595K
BHPW
27
Beverly Hills Private Wealth
California
$538K
SFS
28
Shaker Financial Services
Virginia
$454K
Osaic Holdings
29
Osaic Holdings
Arizona
$429K
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$325K
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$317K
SCM
32
Saba Capital Management
New York
$307K
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$301K
ICMP
34
Integrated Capital Management (Pennsylvania)
Pennsylvania
$257K
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$199K
Jane Street
36
Jane Street
New York
$194K
HighTower Advisors
37
HighTower Advisors
Illinois
$190K
DWM
38
Dakota Wealth Management
Florida
$183K
KAS
39
Kestra Advisory Services
Texas
$178K
RAM
40
Readystate Asset Management
Illinois
$172K
SWA
41
Stratos Wealth Advisors
Ohio
$156K
MML Investors Services
42
MML Investors Services
Massachusetts
$149K
TA
43
Tactive Advisors
Florida
$143K
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$134K
Nomura Holdings
45
Nomura Holdings
Japan
$131K
SDAM
46
Shulman DeMeo Asset Management
New York
$123K
GP
47
Gridiron Partners
Pennsylvania
$121K
WS
48
Wedbush Securities
California
$116K
AAS
49
Ameritas Advisory Services
Nebraska
$115K
ACM
50
AlphaStar Capital Management
North Carolina
$112K