Virtus Investment Partners

VRTS • NYSE

Virtus Investment Partners is a asset management company in the financial services sector on NYSE, led by Richard W. Smirl, with a market cap of $1.1B. As of Q3 2025, 84% of shares are held by 227 institutional investors, with BlackRock, Inc. as the largest holder at 14.41%.

Chief Executive OfficerRichard W. Smirl

Market Cap$1.1B

Asset Management

Financial Services

Employees824.0

Websitevirtus.com

Country

United States of America

Overview

Overview of institutional ownership in VRTS as of Q3 2025 with a market cap of $1.3B

All Institutions

Institutions: 227
Value Held: $1.1B
Shares Held: 5.7M
Avg Position: $4.8M
Median Position: $467.1K

Hedge Funds

Hedge Funds: 27
Value Held: $97.3M
Shares Held: 512.1K
Avg Position: $3.6M
Median Position: $1.2M

Ownership Breakdown

Institutional (non-HF)

76.63%

$982.6M

Hedge Funds

7.59%

$97.3M

Retail & Other

15.79%

$202.4M

Based on market cap of $1.3B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in VRTS as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$184.7M 0.00% of portfolio	14.41% 972.2K shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$160.9M 0.00% of portfolio	12.54% 846.5K shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$57.9M 0.00% of portfolio	4.52% 304.8K shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	Omar Aguilar Chavez CEO	$56.5M 0.01% of portfolio	4.40% 297.2K shares	≤ Q2 2013 Held for 12y 5m+	$620.51B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	Gerard Kieran O'Reilly CEO	$55.2M 0.01% of portfolio	4.30% 290.2K shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	David Craig Brown CEO	$43.6M 0.03% of portfolio	3.40% 229.4K shares	Q2 2015 Held for 10y 5m	$169.09B
A AMERICAN CENTURY COMPANIES INC Institution	-	$29.6M 0.02% of portfolio	2.31% 155.9K shares	Q2 2020 Held for 5y 5m	$195.93B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$29.4M 0.00% of portfolio	2.30% 154.9K shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	David Gary Kabiller Founder	$21.8M 0.01% of portfolio	1.70% 114.8K shares	Q1 2019 Held for 6y 8m	$156.17B
WCM INVESTMENT MANAGEMENT/CA Long Only Manager	Mike Brady Trigg CEO	$20.6M 0.04% of portfolio	1.60% 107.7K shares	Q3 2016 Held for 9y 2m	$48.1B

Net Capital Flow

Institutional buying and selling activity for VRTS in Q3 2025

Net Flow: +$25.3M
Buyers: 87
Sellers: 114
Total Bought: +$97.1M
Total Sold: −$71.8M
Avg Position: $4.4M

Biggest Buyers

Institution	Net Bought	Current Position
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	+$22.8M +119.8K shares	$43.6M 229.4K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$8.3M +43.4K shares	$21.8M 114.8K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$7.5M +39.2K shares	$8.8M 46.1K shares
A AMERICAN CENTURY COMPANIES INC Institution	+$5.7M +29.9K shares	$29.6M 155.9K shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	+$4.9M +26.0K shares	$7.2M 37.7K shares
T TEACHER RETIREMENT SYSTEM OF TEXAS Institution	+$4.7M +24.8K shares	$5.0M 26.1K shares
UBS Group AG Institution	+$4.4M +23.4K shares	$5.6M 29.5K shares
STATE STREET CORP Institution	+$4.3M +22.9K shares	$57.9M 304.8K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$3.9M +20.5K shares	$5.8M 30.4K shares
Trexquant Investment LP Hedge Fund•Quant	+$3.5M +18.3K shares	$3.5M 18.3K shares

Biggest Sellers

Institution	Net Sold	Current Position
B BlackRock, Inc. Institution	−$5.2M −27.4K shares	$184.7M 972.2K shares
VANGUARD GROUP INC Institution	−$4.5M −23.8K shares	$160.9M 846.5K shares
WCM INVESTMENT MANAGEMENT/CA Long Only Manager	−$3.3M −17.4K shares	$20.6M 107.7K shares
Q Qube Research & Technologies Ltd Institution	−$2.8M −14.6K shares	$3.3M 17.6K shares
J Jump Financial, LLC Institution	−$2.7M −14.2K shares	$3.1M 16.2K shares
MORGAN STANLEY RIA/Wealth	−$2.5M −13.0K shares	$17.9M 94.3K shares
D DARK FOREST CAPITAL MANAGEMENT LP Pension/Endowment	−$2.3M −11.9K shares	$656.7K 3.5K shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	−$2.0M −10.6K shares	$55.2M 290.2K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$1.8M −9.7K shares	$2.0M 10.7K shares
D D. E. Shaw & Co., Inc. Institution	−$1.8M −9.9K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited VRTS in Q3 2025

New Positions: 14
New Value: $7.2M
Exited Positions: 39
Exited Value: $20.4M

New Positions

Institution	Position Value
Kingsview Wealth Management, LLC RIA/Wealth	$3.3M 17.4K shares
N Nearwater Capital Markets, Ltd Institution	$2.2M 11.4K shares
Integrated Quantitative Investments LLC Long Only Manager	$672.9K 3.5K shares
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	$366.8K 1.9K shares
E EVERGREEN CAPITAL MANAGEMENT LLC Institution	$337.1K 1.8K shares
C CAXTON ASSOCIATES LLP Institution	$312.2K 1.6K shares
Sontag Advisory, LLC RIA/Wealth	$11.0K 58.0 shares
O Optiver Holding B.V. Institution	$7.2K 38.0 shares
S Salomon & Ludwin, LLC Institution	$5.9K 31.0 shares
B BNP Paribas Investment Partners S.A. Institution	$5.1K 27.0 shares

Exited Positions

Institution	Previous Position
D D. E. Shaw & Co., Inc. Institution	$1.8M 9.9K shares
B BASSWOOD CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Long/Short	$1.7M 9.5K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.7M 9.2K shares
DENALI ADVISORS LLC Long Only Manager	$1.6M 9.0K shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	$1.5M 8.2K shares
X XTX Topco Ltd Institution	$1.3M 7.0K shares
C Cubist Systematic Strategies, LLC Institution	$1.2M 6.4K shares
H HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Institution	$1.1M 6.0K shares
E EXCHANGE TRADED CONCEPTS, LLC Institution	$1.1M 6.0K shares
A AXQ CAPITAL, LP Hedge Fund•Market Neutral	$800.9K 4.4K shares

Options Activity

Institutions with the largest Call and Put options positions in VRTS 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 VRTS as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
A AWH Capital, L.P. Hedge Fund•Long/Short	Kathleen Moran Schutz COO	4.91% $4.7M	0.37% 24.7K shares	Q4 2018 Held for 6y 11m	$95.8M
Gator Capital Management, LLC Hedge Fund•Long/Short	Derek Steven Pilecki CIO	2.98% $11.6M	0.91% 61.2K shares	Q2 2022 Held for 3y 5m	$390.0M
Villanova Investment Management Co LLC Hedge Fund•Value	Rastislav Berlansky Founder	1.89% $2.7M	0.21% 14.4K shares	Q2 2024 Held for 1y 5m	$144.3M
Kennondale Capital Management LLC RIA/Wealth	Andrew Slay Managing Partner	0.85% $1.1M	0.09% 5.8K shares	Q4 2024 Held for 11 months	$130.6M
Huber Capital Management LLC Long Only Manager	Joseph Robert Huber CEO	0.44% $2.7M	0.21% 14.5K shares	≤ Q2 2013 Held for 12y 5m+	$628.8M
Vulcan Value Partners, LLC Long Only Manager	Jeffrey Thomas Stdenis CEO	0.27% $15.1M	1.17% 79.3K shares	Q1 2014 Held for 11y 8m	$5.5B
MERITAGE PORTFOLIO MANAGEMENT Long Only Manager	Mark Everett Eveans President	0.25% $3.7M	0.29% 19.5K shares	Q1 2024 Held for 1y 8m	$1.5B
ALGERT COLDIRON INVESTORS LLC Hedge Fund•Quant	Ryan Zentner Lafond CIO	0.20% $12.1M	0.94% 63.5K shares	Q3 2021 Held for 4y 2m	$6.0B
Integrated Quantitative Investments LLC Long Only Manager	Kirsten Anna Syverson CEO	0.19% $672.9K	0.05% 3.5K shares	Q3 2025 Held for 2 months	$351.3M
E EntryPoint Capital, LLC Hedge Fund•Long/Short	Lawrence Edward Leibowitz CEO	0.14% $374.2K	0.03% 2.0K shares	Q4 2023 Held for 1y 11m	$258.4M

Hedge Fund Spotlight

Discover hedge funds investing in VRTS

VOLORIDGE INVESTMENT MANAGEMENT, LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerDavid Spiel Vogel

Portfolio Value: $29.8B
Positions: 1,153
Last Reported: Q3 2025

Sector Allocation

Position in Virtus Investment Partners

Market Value: $1.1M
Shares Held: 5.9K
Portfolio Weight: 0.00%
Owned Since: 2024-Q2

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$927.1M	3.11%
2 Nvidia NVDA	Semiconductors Technology	$477.0M	1.60%
3 Costco Wholesale COST	Discount Stores Consumer Defensive	$441.9M	1.48%