As of 30 Sep 2025, 68 institutional investors reported holding 5,841,147 shares of Virtus Artificial Intelligence & Technology Opportunities Fund - COM (AIO).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 258,202 | $5,669,080 | +$280,366 | $21.75 | 10 |
| 2025 Q3 | 5,841,147 | $140,371,881 | +$9,848,939 | $24.03 | 68 |
| 2025 Q2 | 5,412,872 | $134,340,168 | +$3,588,006 | $24.82 | 63 |
| 2025 Q1 | 5,296,813 | $109,298,746 | +$1,359,181 | $20.63 | 60 |
| 2024 Q4 | 5,259,636 | $129,677,608 | +$5,431,964 | $24.66 | 63 |
| 2024 Q3 | 4,977,990 | $109,507,349 | +$7,840,822 | $21.97 | 51 |
| 2024 Q2 | 4,632,829 | $100,387,470 | -$2,404,862 | $21.71 | 53 |
| 2024 Q1 | 4,704,375 | $94,376,781 | -$10,843,281 | $20.07 | 52 |
| 2023 Q4 | 5,271,702 | $91,736,638 | +$10,273,252 | $17.40 | 57 |
| 2023 Q3 | 4,669,503 | $77,095,699 | -$5,054,549 | $16.51 | 49 |
| 2023 Q2 | 4,946,562 | $91,031,319 | -$8,166,739 | $18.40 | 48 |
| 2023 Q1 | 5,327,305 | $92,712,610 | -$10,880,300 | $17.40 | 50 |
| 2022 Q4 | 6,007,296 | $97,266,424 | +$14,653,819 | $16.19 | 55 |
| 2022 Q3 | 5,091,654 | $79,349,901 | +$6,514,831 | $15.58 | 52 |
| 2022 Q2 | 4,704,791 | $76,175,714 | +$13,051,926 | $16.19 | 51 |
| 2022 Q1 | 4,128,548 | $90,316,000 | -$24,959,342 | $21.86 | 52 |
| 2021 Q4 | 5,234,615 | $129,774,000 | -$8,465,579 | $24.79 | 54 |
| 2021 Q3 | 5,541,381 | $147,830,000 | +$13,405,119 | $26.68 | 52 |
| 2021 Q2 | 5,037,518 | $139,643,000 | +$8,226,838 | $27.72 | 47 |
| 2021 Q1 | 4,744,434 | $126,025,480 | +$126,025,480 | $26.56 | 40 |