Virtus Artificial Intelligence & Technology Opportunities Fund
Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · AIO · as of Sep 30, 2025
Ownership Breakdown
70
Institutional Holders
▲ 6 vs Q2
$140.77M
Total Inst. Value
▲ $5.80M vs Q2
34.44M
Shares Outstanding
freeFloat 99.86%
5.84M
13F Shares Held
▼ 30.45M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
AIO largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
MORGAN STANLEY | 1.16M | 3.39% | 3.39% | $27.98B | May 27, 2026 | ▼ 22.2K |
BANK OF AMERICA CORP /DE/ | 839.6K | 2.44% | 2.44% | $20.18B | Feb 3, 2026 | ▲ 84.0K |
WELLS FARGO & COMPANY/MN | 639.0K | 1.86% | 1.86% | $15.36B | Nov 13, 2025 | ▲ 10.4K |
UBS GROUP AG | 477.6K | 1.39% | 1.39% | $11.48B | Nov 13, 2025 | ▲ 29.4K |
ADVISORS ASSET MANAGEMENT, INC. | 418.1K | 1.22% | 1.22% | $10.05B | Nov 6, 2025 | ▼ 96.4K |
AMERIPRISE FINANCIAL INC | 369.9K | 1.08% | 1.08% | $8.89B | Nov 14, 2025 | ▲ 79.4K |
ROYAL BANK OF CANADA | 339.5K | 98.77% | 98.77% | $8.16B | Nov 14, 2025 | ▲ 5.9K |
STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 139.2K | 40.48% | 40.48% | $3.34B | Nov 12, 2025 | ▼ 2.0K |
RAYMOND JAMES FINANCIAL INC | 134.6K | 39.16% | 39.16% | $3.24B | Nov 14, 2025 | ▲ 27.1K |
HENNION & WALSH ASSET MANAGEMENT, INC. | 121.6K | 35.39% | 35.39% | $2.92B | Oct 22, 2025 | ▲ 20.2K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
24
Increased
+438.4K shares6
New Positions
first time holders17
Decreased
−165.7K shares0
Sold Out
fully exitedNet shares change (top 50)
+272.8K
+438.4K / −165.7K
Net new holders
+13
6 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
AIO insider trading · insider activity
Source: SEC Form 4
Insiders have been net buyers of shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
1
Buy transactions
0
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
BRADLEY WILLIAM PATRICK III EVP, CFO and Treasurer | Mar 20, 2026 | Sale | 2,000 | $21.56 | $43.1K | 0 | Form 4 ↗ |
BRADLEY WILLIAM PATRICK III EVP, CFO and Treasurer | Jul 29, 2025 | Purchase | 2,000 | $24.79 | $49.6K | 2.0K | Form 4 ↗ |
MCDANIEL CONNIE D director | Dec 11, 2023 | Purchase | 2,925 | $17.10 | $50.0K | 2.9K | Form 4 ↗ |
BURKE DONALD C director | Jun 28, 2023 | Purchase | 831.541 | $18.04 | $15.0K | 831.541 | Form 4 ↗ |
DeCotis Deborah A
| Mar 3, 2022 | Purchase | 1,117 | $21.87 | $24.4K | 1.1K | Form 4 ↗ |
McLoughlin Philip R director | Feb 25, 2022 | Purchase | 500 | $21.60 | $10.8K | 500 | Form 4 ↗ |
Cogan Sarah E director | Jan 13, 2022 | Purchase | 1,000 | $25.37 | $25.4K | 1.0K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) is primarily owned by institutional investors, who hold approximately 17.0% of total shares outstanding. Company insiders own approximately 0.14%, while retail and public investors account for the remaining 82.90%.
The largest institutional shareholder of Virtus Artificial Intelligence & Technology Opportunities Fund is MORGAN STANLEY, holding approximately 1.16 million shares — equal to 3.39% of outstanding shares — as of September 30, 2025.
A total of 70 institutional investors currently hold AIO stock, with a combined institutional value of approximately $140,768,414 as of the most recent 13F filing period.
Frequently asked questions
AIO ownershipVirtus Artificial Intelligence & Technology Opportunities Fund (AIO) is primarily owned by institutional investors, who hold approximately 17.0% of shares. The largest shareholder is MORGAN STANLEY with a 3.39% stake. Company insiders hold 0.14%. Data sourced from SEC Form 13F as of September 30, 2025.