Virtus Artificial Intelligence & Technology Opportunities Fund (AIO)
Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) is listed on the New York Stock Exchange.
- Listed On
- the New York Stock Exchange
- Market Cap
- $828M
About Virtus Artificial Intelligence & Technology Opportunities Fund
Virtus Artificial Intelligence & Technology Opportunities Fund is a diversified, limited-term, closed-end management investment company. Its investment objective is to provide total return through a combination of current income, current gains, and long-term capital appreciation.
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 80 institutions reported holding AIO, with 6.4 million shares worth $178.9 million in aggregate. The largest reported holder was Morgan Stanley, with 1.1 million shares worth $30.9 million. Of the 5 largest holders listed below, 4 added shares and 1 reduced its position during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Morgan Stanley | 1,102,313 | $31M | Added 1.62% |
| Bank of America | 869,826 | $24M | Added 6.26% |
| Wells Fargo & Company/MN | 616,773 | $17M | Reduced 3.49% |
| UBS Group | 453,497 | $13M | Added 4.72% |
| Ameriprise Financial | 380,282 | $11M | Added 0.59% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is AIO?
Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) is listed on the New York Stock Exchange.
Who are the largest institutional holders of AIO?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of AIO were Morgan Stanley, Bank of America and Wells Fargo & Company/MN.
How many institutions own AIO?
80 institutions reported a position in AIO for the quarter ended June 30, 2026, worth $178.9 million in total.
Did institutions buy or sell AIO last quarter?
Of the 5 largest reported holders, 4 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for AIO.
Every reported institutional holder, plus insider and congressional trades in AIO, on SentiSense.