ZTR

Virtus Total Return Fund

92 hedge funds and large institutions have $68.3M invested in Virtus Total Return Fund in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 43 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

60% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 43

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
92
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
CL
26
CSS LLC
Illinois
$500K
Osaic Holdings
27
Osaic Holdings
Arizona
$450K
Jane Street
28
Jane Street
New York
$437K
BBPWM
29
Blue Bell Private Wealth Management
Pennsylvania
$431K
OAM
30
Oxford Asset Management
United Kingdom
$415K
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$353K
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$280K
ICMP
33
Integrated Capital Management (Pennsylvania)
Pennsylvania
$274K
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$265K
RAM
35
Readystate Asset Management
Illinois
$182K
KAS
36
Kestra Advisory Services
Texas
$177K
BHPW
37
Beverly Hills Private Wealth
California
$170K
AFC
38
Avise Financial Cooperative
California
$169K
MML Investors Services
39
MML Investors Services
Massachusetts
$160K
SWA
40
Stratos Wealth Advisors
Ohio
$156K
Creative Planning
41
Creative Planning
Kansas
$153K
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$131K
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$129K
SFS
44
Shaker Financial Services
Virginia
$121K
SDAM
45
Shulman DeMeo Asset Management
New York
$119K
ACM
46
AlphaStar Capital Management
North Carolina
$110K
WS
47
Wedbush Securities
California
$109K
DWM
48
Dakota Wealth Management
Florida
$107K
DI
49
Decision Investments
California
$101K
Mariner
50
Mariner
Kansas
$87.9K