AIO Institutional Ownership: 18.76% (As of Jul. 07, 2026)


AIO Virtus Artificial Intelligence & Technology Opportunities Fund AIO
55 GF Score
Price $26.37
GF Value $31.97
Valuation Modestly Undervalued
! 8 Warning Signs
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What is Virtus Artificial Intelligence & Technology Opportunities Fund Institutional Ownership?

Virtus Artificial Intelligence & Technology Opportunities Fund AIO -2.41% 55 Institutional Ownership is 18.76% as of Jul. 07, 2026. GuruFocus rates AIO with a GF Score™ of 55/100 and a GF Value™ of $31.97 (Modestly Undervalued). The stock has 8 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Virtus Artificial Intelligence & Technology Opportunities Fund's institutional ownership is 18.76%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Virtus Artificial Intelligence & Technology Opportunities Fund's Insider Ownership is 0.14%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Virtus Artificial Intelligence & Technology Opportunities Fund's Float Percentage Of Total Shares Outstanding is 0.00%.

Virtus Artificial Intelligence & Technology Opportunities Fund Institutional Ownership Historical Data

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The historical data trend for Virtus Artificial Intelligence & Technology Opportunities Fund's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Virtus Artificial Intelligence & Technology Opportunities Fund Institutional Ownership Chart

Virtus Artificial Intelligence & Technology Opportunities Fund Historical Data

The historical data trend for Virtus Artificial Intelligence & Technology Opportunities Fund can be seen below:

2025-09-30 2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30
Institutional Ownership 0.17 0.17 0.23 0.33 0.35 0.80 1.48 1.45 1.45 1.38
AIO
55GF Score
Virtus Artificial Intelligence & Technology Opportunities Fund AIO
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Virtus Artificial Intelligence & Technology Opportunities Fund Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 18.76% mean?
Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) has a Institutional Ownership of 18.76% as of Jul. 07, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Virtus Artificial Intelligence & Technology Opportunities Fund and its competitors.
Is Virtus Artificial Intelligence & Technology Opportunities Fund's Institutional Ownership too high?
Virtus Artificial Intelligence & Technology Opportunities Fund's current Institutional Ownership is 18.76%. Overall, Virtus Artificial Intelligence & Technology Opportunities Fund has a GF Score™ of 55/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Virtus Artificial Intelligence & Technology Opportunities Fund's Institutional Ownership compare to BTZ and BMEZ?
Virtus Artificial Intelligence & Technology Opportunities Fund's Institutional Ownership of 18.76% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for an Asset Management company?
A good Institutional Ownership depends on the Asset Management industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Virtus Artificial Intelligence & Technology Opportunities Fund and its competitors. Virtus Artificial Intelligence & Technology Opportunities Fund's current Institutional Ownership is 18.76%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Virtus Artificial Intelligence & Technology Opportunities Fund stock overvalued right now?
Based on GuruFocus' analysis, Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) is currently considered Modestly Undervalued. The stock's GF Value™ is $31.97, compared to a current price of $26.37 — trading 17.5% below its estimated fair value. The current Institutional Ownership is 18.76%. Virtus Artificial Intelligence & Technology Opportunities Fund's overall GF Score™ is 55/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For Virtus Artificial Intelligence & Technology Opportunities Fund (AIO), the current Institutional Ownership is 18.76% as of Jul. 07, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) Overvalued in 2026?

Based on GuruFocus' analysis, Virtus Artificial Intelligence & Technology Opportunities Fund stock appears to be undervalued. The current stock price of $26.37 is trading 17.5% below its estimated GF Value™ of $31.97. GuruFocus considers Virtus Artificial Intelligence & Technology Opportunities Fund to be Modestly Undervalued.

Key valuation signals for AIO:

  • Institutional Ownership: 18.76%
  • GF Value™: $31.97 vs. price of $26.37 (17.5% below fair value)
  • GF Score™: 55/100 with 8 warning signs

No single metric tells the full story. See the AIO stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Virtus Artificial Intelligence & Technology Opportunities Fund Business Description

Address 101 Munson Street, Greenfield, MA, USA, 01301-9683
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.
55GF Score

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Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$26.37
Price
$31.97
GF Value