ZTR

Virtus Total Return Fund

83 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
83
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
Mariner
51
Mariner
Kansas
$97.3K
PPW
52
Pasadena Private Wealth
California
$93.1K
DA
53
Doliver Advisors
Texas
$79.1K
CIA
54
Concurrent Investment Advisors
Florida
$78K
MWM
55
Mascoma Wealth Management
New Hampshire
$76.8K
CA
56
CoreCap Advisors
Michigan
$76.6K
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$72K
CIBC Private Wealth Group
58
CIBC Private Wealth Group
Georgia
$53.6K
UBS Group
59
UBS Group
Switzerland
$53K
OPTFSNA
60
Old Point Trust & Financial Services N A
Virginia
$51.6K
NS
61
NBC Securities
Alabama
$28.8K
US Bancorp
62
US Bancorp
Minnesota
$14.5K
GWM
63
Geneos Wealth Management
Colorado
$7.38K
NFSG
64
Newbridge Financial Services Group
Florida
$6.45K
SIS
65
Sound Income Strategies
Florida
$6.22K
APWL
66
Aventura Private Wealth, LLC
Florida
$5.82K
ASN
67
Advisory Services Network
Georgia
$5.2K
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$5K
TJHA
69
Thomas J. Herzfeld Advisors
Florida
$4.46K
HNB
70
Hilltop National Bank
Wyoming
$2.87K
GEA
71
Glen Eagle Advisors
New Jersey
$2.62K
PWA
72
Physician Wealth Advisors
Utah
$1.43K
WANY
73
Wealthspire Advisors (New York)
New York
$1.34K
SIC
74
SJS Investment Consulting
Ohio
$994
RIL
75
Rothschild Investment LLC
Illinois
$935