VIRTUS ARTIFICIAL INTELLIGEN (AIO): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

VIRTUS ARTIFICIAL INTELLIGEN (AIO)

75 + Investors. Track Smart Money conviction in AIO. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — AIO

Based on 75 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added AIO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

75 hedge funds hold AIO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +25% more funds vs a year ago

fund count last 6Q

+15 new funds entered over the past year (+25% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 61% buying

42 buying27 selling

Last quarter: 42 funds were net buyers (14 opened a brand new position + 28 added to an existing one). Only 27 were sellers (21 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 7 → 12 → 14 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 24% medium ■ 27% new

37 out of 75 hedge funds have held AIO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📈

Growing discovery — still being found

17 → 7 → 12 → 14 → 14 new funds/Q

New funds entering each quarter: 7 → 12 → 14 → 14. A growing number of institutions are discovering AIO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 53% of holders stayed 2+ years

■ 53% veterans ■ 8% 1-2yr ■ 39% new

Of 75 current holders: 40 (53%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

🏆

Elite ownership — 64% AUM from top-100 funds

64% from top-100 AUM funds

11 of 75 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in AIO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.0

out of 10

Moderate Exit Risk

Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	75	67	11.94%
13F Shares	6M	6M	7.97%
Total Value	$137M	$140M	-2.46%
New Positions	14	14	-
Increased Positions	28	27	+1
Closed Positions	6	9	-3
Reduced Positions	21	17	+4
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

11.94%

13F Shares

7.97%

Total Value

$137M

$140M

-2.46%

New Positions

Increased Positions

Closed Positions

-3

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

75 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AIO. Verified SEC 13F-HR filings.

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of AIO — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	PMG Family Office LLC	0.88%	36,820	$788K
2	DECISION INVESTMENTS, INC	0.47%	19,277	$413K
3	David J Yvars Group	0.15%	12,383	$265K
4	SYKON CAPITAL LLC	0.13%	17,606	$377K
5	Serenus Wealth Advisors, LLC	0.09%	22,119	$474K
6	CHAPIN DAVIS, INC.	0.08%	17,500	$375K
7	SeaCrest Wealth Management, LLC	0.07%	30,450	$652K
8	WEDBUSH SECURITIES INC	0.05%	76,802	$2K
9	KINGSWOOD WEALTH ADVISORS, LLC	0.04%	39,423	$844K
10	SPIREPOINT PRIVATE CLIENT, LLC	0.03%	12,674	$271K
11	OPPENHEIMER & CO INC	0.02%	73,081	$1.6M
12	EVOLVE PRIVATE WEALTH, LLC	0.01%	11,521	$247K
13	NBC SECURITIES, INC.	0.01%	6,394	$137K
14	Prospera Financial Services Inc	0.00%	14,273	$306K
15	Wealthcare Advisory Partners LLC	0.00%	10,379	$222K
16	Concurrent Investment Advisors, LLC	0.00%	9,504	$203K
17	Janney Montgomery Scott LLC	0.00%	27,384	—
18	DAVENPORT & Co LLC	0.00%	12,000	$257K
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.00%	19,878	$433K
20	GoalVest Advisory LLC	0.00%	201	$4K
21	COMMONWEALTH EQUITY SERVICES, LLC	0.00%	20,757	$444K
22	HIGHLINE WEALTH PARTNERS LLC	0.00%	100	$2K
23	TRUIST FINANCIAL CORP	0.00%	17,599	$377K
24	ST GERMAIN D J CO INC	0.00%	275	$6K
25	FIFTH THIRD BANCORP	0.00%	3,976	$85K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — VIRTUS ARTIFICIAL INTELLIGEN (AIO)

What does the Smart Money Trend signal show for AIO?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added AIO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AIO?

More buyers than sellers — 61% buying: Last quarter: 42 funds were net buyers (14 opened a brand new position + 28 added to an existing one). Only 27 were sellers (21 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AIO holders?

Elite ownership — 64% AUM from top-100 funds: 11 of 75 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in AIO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AIO?

49% of holders stayed for 2+ years: 37 out of 75 hedge funds have held AIO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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VIRTUS ARTIFICIAL INTELLIGEN (AIO)

Smart Money Signals — AIO

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +25% more funds vs a year ago

More buyers than sellers — 61% buying

Steady new buyers — ~14 new funds per quarter

49% of holders stayed for 2+ years

Growing discovery — still being found

Deep conviction — 53% of holders stayed 2+ years

Elite ownership — 64% AUM from top-100 funds

Hedge Fund Ownership: AIO

Market Analysis: AIO

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: AIO

Hedge Fund Positioning: AIO

Statistics: AIO

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — VIRTUS ARTIFICIAL INTELLIGEN (AIO)

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