Who Owns Virtus Artificial Intelligence & Technology Opportunities Fund (AIO)?Hedge Fund & Institutional Holders

$21.79-0.11 (-0.51%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.200018000100001e+163T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$17.61$19.60$21.59$23.58$25.57Sep 24Jun 25Mar 26

AIO — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
WOLVERINE ASSET MANAGEMENT LLCNew Position+166K+$3.6M
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.New Position+154K+$3.4M
Hennion & Walsh Asset Management, Inc.New Position+134K+$2.9M
OPPENHEIMER & CO INCNew Position+66K+$1.4M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+44K+$997K
KINGSWOOD WEALTH ADVISORS, LLCNew Position+38K+$817K
Shaker Financial Services, LLCNew Position+31K+$707K
Calamos Advisors LLCNew Position+29K+$639K
DECISION INVESTMENTS, INCNew Position+19K+$419K
TRUIST FINANCIAL CORPNew Position+16K+$355K
David J Yvars GroupNew Position+12K+$264K
Bay Colony Advisory Group, Inc d/b/a Bay Colony AdvisorsNew Position+11K+$244K
Wealthcare Advisory Partners LLCNew Position+10K+$222K
J.W. COLE ADVISORS, INC.New Position+10K+$212K
SPIREPOINT PRIVATE CLIENT, LLCNew Position+10K+$211K

AIO — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MORGAN STANLEYDecreased-88K-$28.0B
WELLS FARGO & COMPANY/MNDecreased-11K-$15.3B
UBS Group AGDecreased-25K-$11.5B
Advisors Asset Management, Inc.Decreased-68K-$10.0B
RAYMOND JAMES FINANCIAL INCDecreased-11K-$3.2B
STIFEL FINANCIAL CORPDecreased-6K-$2.0B
SeaCrest Wealth Management, LLCDecreased-810-$826.6M
DAVENPORT & Co LLCDecreased-9K-$763.6M
CreativeOne Wealth, LLCDecreased-2K-$677.3M
Strategic Advocates LLCDecreased-4K-$628.9M
BALYASNY ASSET MANAGEMENT L.P.Closed Position-23K-$553.3M
AMERIFLEX GROUP, INC.Decreased-11K-$475.6M
Moors & Cabot, Inc.Decreased-250-$467.5M
OSAIC HOLDINGS, INC.Decreased-4K-$419.5M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-16K-$377.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY1,057,193$22.0M0.00%Share
2BANK OF AMERICA CORP /DE/845,745$18.0M0.00%Share
3AMERIPRISE FINANCIAL INC461,223$10.0M0.00%Share
4WELLS FARGO & COMPANY/MN463,149$10.0M0.00%Share
5UBS Group AG452,479$9.8M0.00%Share
6ROYAL BANK OF CANADA419,884$9.0M0.00%Share
7Advisors Asset Management, Inc.349,789$7.0M0.12%Share
8WOLVERINE ASSET MANAGEMENT LLC165,881$3.6M0.03%Share
9READYSTATE ASSET MANAGEMENT LP139,148$3.0M0.12%Share
10Steward Partners Investment Advisory, LLC140,804$3.0M0.02%Share
11WELLS FARGO & COMPANY/MN165,052$3.0M0.00%Share
12Hennion & Walsh Asset Management, Inc.133,918$2.9M0.10%Share
13LPL Financial LLC99,050$2.0M0.00%Share
14Summit Financial, LLC100,157$2.0M0.03%Share
15LANDSCAPE CAPITAL MANAGEMENT, L.L.C.80,189$1.7M0.12%Share
16OPPENHEIMER & CO INC65,780$1.4M0.02%Share
17&PARTNERS50,131$1.0M0.01%Share
18RAYMOND JAMES FINANCIAL INC56,371$1.0M0.00%Share
19RAYMOND JAMES FINANCIAL INC55,153$1.0M0.00%Share
20WEDBUSH SECURITIES INC57,402$1.0M0.03%Share
21Cetera Investment Advisers51,644$1.0M0.00%Share
22STIFEL FINANCIAL CORP78,721$1.0M0.00%Share
23WEALTH ENHANCEMENT ADVISORY SERVICES, LLC44,497$997K0.00%Share
24LANDSCAPE CAPITAL MANAGEMENT, L.L.C.44,572$969K0.06%Share
25KINGSWOOD WEALTH ADVISORS, LLC37,593$817K0.04%Share
26SeaCrest Wealth Management, LLC33,550$753K0.08%Share
27SYKON CAPITAL LLC33,906$737K0.24%Share
28PMG Family Office LLC32,884$715K0.83%Share
29Shaker Financial Services, LLC30,899$707K0.22%Share
30Calamos Advisors LLC29,393$639K0.00%Share
31LANDSCAPE CAPITAL MANAGEMENT, L.L.C.29,312$637K0.04%Share
32DAVENPORT & Co LLC23,200$504K0.00%Share
33Strategic Advocates LLC21,935$482K0.12%Share
34Serenus Wealth Advisors, LLC22,119$481K0.09%Share
35DECISION INVESTMENTS, INC19,297$419K0.46%Share
36CHAPIN DAVIS, INC.18,400$400K0.09%Share
37Alteri Wealth LLC17,405$378K0.12%Share
38TRUIST FINANCIAL CORP16,364$355K0.00%Share
39David J Yvars Group12,146$264K0.14%Share
40Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors11,254$244K0.03%Share
41Wealthcare Advisory Partners LLC10,231$222K0.00%Share
42J.W. COLE ADVISORS, INC.9,761$212K0.01%Share
43SPIREPOINT PRIVATE CLIENT, LLC9,733$211K0.02%Share
44RIVERNORTH CAPITAL MANAGEMENT, LLC9,246$201K0.01%Share
45AMERIFLEX GROUP, INC.8,400$182K0.09%Share
46CWM, LLC8,099$176K0.00%Share
47NBC SECURITIES, INC.7,153$155K0.01%Share
48COMERICA BANK3,090$67K0.00%Share
49NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO10,000$62K0.00%Share
50Geneos Wealth Management Inc.1,790$38K0.00%Share

AIO Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202574$126.7M+25
Q3 202549$128.0B-8
Q2 202557$93.3B-2
Q1 202559$105.0B+1
Q4 202458$2.0T+20
Q3 202438$88.8T-3
Q2 202441$81.2T+0
Q1 202441$78.9T—

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As of Q4 2025, 50 institutional investors hold AIO (Virtus Artificial Intelligence & Technology Opportunities Fund). The largest holder is MORGAN STANLEY with $22.0M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own AIO?

As of Q4 2025, 50 institutional investors report holding AIO (Virtus Artificial Intelligence & Technology Opportunities Fund) in their 13F filings.

Who is the largest institutional holder of AIO?

The largest institutional holder of AIO is MORGAN STANLEY with $22.0M in shares.

Is institutional ownership of AIO increasing or decreasing?

This quarter, 15 institutions opened new positions in AIO and 2 closed their positions.