V
Virtus Artificial Intelligence & Technology Opportunities Fund
AIO • NYSE
Virtus Artificial Intelligence & Technology Opportunities Fund is a publicly traded company on NYSE. As of Q3 2025, 63 institutional investors hold shares in this company, with total holdings valued at $129.2M. MORGAN STANLEY is the largest holder with a position valued at $28.0M.
Websitevirtus.com
Overview
Overview of institutional ownership in AIO as of Q3 2025
All Institutions
- Institutions
- 63
- Value Held
- $129.2M
- Shares Held
- 5.4M
- Avg Position
- $2.1M
- Median Position
- $382.7K
Hedge Funds
- Hedge Funds
- 3
- Value Held
- $2.5M
- Shares Held
- 105.2K
- Avg Position
- $842.7K
- Median Position
- $553.3K
Biggest Investors
Institutions with the largest positions in AIO as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $28.0M 0.00% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $20.2M 0.00% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $15.4M 0.00% of portfolio |
 UBS Group AG Institution | $11.5M 0.00% of portfolio |
 Advisors Asset Management, Inc. ETF Provider | $10.0M 0.17% of portfolio |
 AMERIPRISE FINANCIAL INC Institution | $8.9M 0.00% of portfolio |
$3.3M 0.02% of portfolio | |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $3.2M 0.00% of portfolio |
 Hennion & Walsh Asset Management, Inc. RIA/Wealth | $2.9M 0.11% of portfolio |
 Summit Financial, LLC RIA/Wealth | $2.3M 0.04% of portfolio |
Net Capital Flow
Institutional buying and selling activity for AIO in Q3 2025
- Traded
- +$10.3M
- Buyers
- 40
- Sellers
- 21
- Total Bought
- +$14.6M
- Total Sold
- −$4.4M
- Avg Position
- $1.8M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Summit Financial, LLC RIA/Wealth | +$2.3M +97.7K shares |
BANK OF AMERICA CORP /DE/ Institution | +$2.0M +84.0K shares |
AMERIPRISE FINANCIAL INC Institution | +$1.9M +79.4K shares |
 WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | +$1.6M +66.3K shares |
UBS Group AG Institution | +$706.7K +29.4K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$650.9K +27.1K shares |
 BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | +$553.3K +23.0K shares |
Hennion & Walsh Asset Management, Inc. RIA/Wealth | +$485.6K +20.2K shares |
A AMERIFLEX GROUP, INC. Institution | +$475.8K +19.8K shares |
L LPL Financial LLC Institution | +$392.8K +16.3K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
Advisors Asset Management, Inc. ETF Provider | −$2.3M −96.4K shares |
MORGAN STANLEY RIA/Wealth | −$534.0K −22.2K shares |
 Strategic Advocates LLC RIA/Wealth | −$462.2K −19.2K shares |
 LEIGH BALDWIN & CO., LLC RIA/Wealth | −$308.7K −12.4K shares |
S Stockman Asset Management RIA/Wealth | −$201.8K −8.1K shares |
 Change Path, LLC RIA/Wealth | −$121.7K −5.1K shares |
 Prospera Financial Services RIA/Wealth | −$94.1K −3.9K shares |
−$48.9K −2.0K shares | |
 DAVENPORT & Co LLC RIA/Wealth | −$48.1K −2.0K shares |
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy | −$46.6K −1.9K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited AIO in Q3 2025
- New Positions
- 10
- New Value
- $3.9M
- Exited Positions
- 8
- Exited Value
- $605.6K
New Positions
| Institution | Position Value |
|---|---|
Summit Financial, LLC RIA/Wealth | $2.3M 97.7K shares |
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | $553.3K 23.0K shares |
R READYSTATE ASSET MANAGEMENT LP Hedge Fund•Multi-Strategy | $382.7K 15.9K shares |
 WESTBOURNE INVESTMENTS, INC. RIA/Wealth | $216.9K 8.8K shares |
 MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | $208.4K 8.7K shares |
 NBC SECURITIES, INC. RIA/Wealth | $158.4K 6.6K shares |
 Geneos Wealth Management Inc. RIA/Wealth | $43.0K 1.8K shares |
 GoalVest Advisory LLC Private Equity | $4.8K 201.0 shares |
 HIGHLINE WEALTH PARTNERS LLC RIA/Wealth | $2.4K 100.0 shares |
 Kingstone Capital Partners Texas, LLC RIA/Wealth | - - shares |
Exited Positions
| Institution | Previous Position |
|---|---|
LEIGH BALDWIN & CO., LLC RIA/Wealth | $308.7K 12.4K shares |
S Stockman Asset Management RIA/Wealth | $201.8K 8.1K shares |
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy | $46.6K 1.9K shares |
 Parallel Advisors, LLC RIA/Wealth | $32.5K 1.3K shares |
 PRINCIPAL SECURITIES, INC. RIA/Wealth | $9.7K 389.0 shares |
 Park Square Financial Group, LLC RIA/Wealth | $5.3K 213.0 shares |
 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | $1.1K 45.0 shares |
Kingstone Capital Partners Texas, LLC RIA/Wealth | - 30.9M shares |
Options Activity
Institutions with the largest Call and Put options positions in AIO as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with AIO as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 SYKON CAPITAL LLC RIA/Wealth | 0.27% $814.8K |
A AMERIFLEX GROUP, INC. Institution | 0.18% $475.8K |
Advisors Asset Management, Inc. ETF Provider | 0.17% $10.0M |
Strategic Advocates LLC RIA/Wealth | 0.16% $629.4K |
D David J Yvars Group Institution | 0.15% $287.7K |
 Alteri Wealth LLC RIA/Wealth | 0.14% $418.0K |
C CHAPIN DAVIS, INC. Institution | 0.11% $442.2K |
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | 0.11% $1.6M |
Hennion & Walsh Asset Management, Inc. RIA/Wealth | 0.11% $2.9M |
 Shaker Financial Services, LLC RIA/Wealth | 0.10% $304.5K |
Hedge Fund Spotlight
Discover hedge funds investing in AIO
BALYASNY ASSET MANAGEMENT LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerDmitry Balyasny
- Portfolio Value
- $48.1B
- Positions
- 1,894
- Last Reported
- Q3 2025
Sector Allocation
V
Position in Virtus Artificial Intelligence & Technology Opportunities Fund
- Market Value
- $553.3K
- Shares Held
- 23.0K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $1.1B | 2.29% | |
Software - Infrastructure Technology | $1.1B | 2.23% | |
Semiconductors Technology | $905.7M | 1.88% |
