Virtus Artificial Intelligence & Technology Opportunities Fund (AIO)
The Virtus Artificial Intelligence & Technology Opportunities Fund operates as a diversified, closed-end management investment company. Its core objective is to deliver both consistent income and capital appreciation. The fund achieves this by concentrating on a significant, enduring growth trend in the market: the transformative potential of artificial intelligence and other emerging technologies. It strategically allocates capital across an expanding array of technologies and industries that are leveraging these disruptive innovations. Virtus Investment Advisers, Inc. serves as the primary investment advisor, with Voya Investment Management Co. LLC fulfilling the role of its designated subadvisor.
Industry: Asset Management
Virtus Artificial Intelligence & Technology Opportunities Fund
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
based on 34.44M shares outstanding
USThe Virtus Artificial Intelligence & Technology Opportunities Fund operates as a diversified, closed-end management investment company.
Its core objective is to deliver both consistent income and capital appreciation. The fund achieves this by concentrating on a significant, enduring growth trend in the market: the transformative potential of artificial intelligence and other emerging technologies.
It strategically allocates capital across an expanding array of technologies and industries that are leveraging these disruptive innovations. Virtus Investment Advisers, Inc. serves as the primary investment advisor, with Voya Investment Management Co. LLC fulfilling the role of its designated subadvisor.
Leadership
Amy Hackett
Vice President and Assistant Treasurer
Brian T. Zino
Class I Trustee of AIO; Class III Trustee of NCV; Class I Trustee of NCZ; Class I Trustee of ACV; Class I Trustee of NFJ; Class I Trustee of NIE; Class I Trustee of VGI; Class II Trustee of EDF; Class III Director of ZTR
Connie D. McDaniel
Class II Trustee of AIO
Drummond, F. Ford
President
Employees
--
Country
US
Sector
Financial Services
Website
virtus.com
| Insider | Title | Type | Shares | Value | Date |
|---|---|---|---|---|---|
 Jue Stephen B | -- | Withholding/Transfer | 4.7K | $122.9K | Aug 10, 2026 |
 KASS JUSTIN | -- | Withholding/Transfer | 29.5K | $774.4K | Aug 10, 2026 |
| Jue Stephen B | -- | Withholding/Transfer | 5.3K | $140.2K | Aug 10, 2026 |
 Chen James C. K. | -- | Withholding/Transfer | 3.9K | $100.7K | Aug 10, 2026 |
| Chen James C. K. | -- | Withholding/Transfer | 7.4K | $193.1K | Aug 10, 2026 |
| Chen James C. K. | -- | Withholding/Transfer | 250 | $6.6K | Aug 10, 2026 |
| Name | Shares | % | Source |
|---|---|---|---|
MORGAN STANLEY | 1.1M | 3.2% | 13F |
BANK OF AMERICA CORP /DE/ | 869.8K | 2.5% | 13F |
WELLS FARGO & COMPANY/MN | 616.8K | 1.8% | 13F |
UBS Group AG | 452.7K | 1.3% | 13F |
AMERIPRISE FINANCIAL INC | 380.3K | 1.1% | 13F |
ROYAL BANK OF CANADA | 355.0K | 1.0% | 13F |
Karpus Management, Inc. | 324.3K | 0.9% | 13F |
Allspring Global Investments Holdings, LLC | 222.4K | 0.6% | 13F |
Saba Capital Management, L.P. | 179.9K | 0.5% | 13F |
Advisors Asset Management, Inc. | 168.6K | 0.5% | 13F |
Insiders
- Jue Stephen B
- KASS JUSTIN
- Chen James C. K.
- BRADLEY WILLIAM PATRICK IIIEVP, CFO and Treasurer
based on 34.44M shares outstanding
US30d Avg
86.50K
60d Avg
76.00K
90d Avg
74.79K