Who Owns AIO?
Virtus Artificial Intelligence & Technology Opportunities Fund — Institutional Ownership & 13F Holdings
$24.78
+0.10 (+0.41%)
Market Cap
$797.2M
Shares Outstanding
34,439,039
Institutional Holders
59
Total Inst. Value
$106.9M
% of Float Held
—
QoQ Holder Change
+18
Institutional data as of Q1 2025
New Positions
11
Closed Positions
10
Increased
20
Decreased
20
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $24.3M | 1,177,152 |
| 2 | BANK OF AMERICA CORP /DE/ | $14.8M | 717,169 |
| 3 | WELLS FARGO & COMPANY/MN | $12.9M | 626,397 |
| 4 | Advisors Asset Management, Inc. | $10.1M | 490,819 |
| 5 | UBS Group AG | $9.2M | 445,821 |
| 6 | ROYAL BANK OF CANADA | $6.5M | 314,300 |
| 7 | AMERIPRISE FINANCIAL INC | $5.5M | 266,533 |
| 8 | Steward Partners Investment Advisory, LLC | $2.8M | 133,700 |
| 9 | RAYMOND JAMES FINANCIAL INC | $2.0M | 98,759 |
| 10 | Cambridge Investment Research Advisors, Inc. | $2.0M | 97,615 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | +105K | $14.8M |
| WELLS FARGO & COMPANY/MN | +22K | $12.9M |
| UBS Group AG | +13K | $9.2M |
| AMERIPRISE FINANCIAL INC | +13K | $5.5M |
| Steward Partners Investment Advisory, LLC | +6K | $2.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Advisors Asset Management, Inc. | -58K | $10.1M |
| MORGAN STANLEY | -52K | $24.3M |
| STIFEL FINANCIAL CORP | -21K | $1.5M |
| ROYAL BANK OF CANADA | -18K | $6.5M |
| CreativeOne Wealth, LLC | -8K | $763K |
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Frequently Asked Questions
How many institutional investors hold AIO?
As of Q1 2025, 59 institutional investors report holding AIO (Virtus Artificial Intelligence & Technology Opportunities Fund) in their 13F filings.
Which hedge fund owns the most AIO?
The largest institutional holder of AIO is MORGAN STANLEY with $24.3M in shares.
Are institutions buying or selling AIO?
This quarter, 11 institutions opened new positions in AIO and 10 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.