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5%+ stakes · Schedule 13D and 13G

Virtus Total Return Fund Inc.: 5%+ holders

Who has reported owning 5% or more of Virtus Total Return Fund Inc., from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

As of October 27, 2026, one holder's latest Schedule 13D or 13G filing report owning 5% or more of Virtus Total Return Fund Inc. The largest reported stake is Saba Capital Management, L.P.'s, at 5.04%. One filing is on record since September 30, 2026 (Schedule 13D, September 30, 2026).

Saba Capital Management, L.P. also filed stake reports on 68 other companies ↓

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At 5% or more1
Filings1
Latest filing2026-09-30

Virtus Total Return Fund Inc. has 1 Schedule 13D or 13G filing on record since 2026-09-30. 1 holder's latest filing reports 5% or more of common shares, $0.001 par value. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
Saba Capital Management, L.P.5.04%2,519,703SCHEDULE 13D, 2026-09-302026-09-28

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Purpose of Transaction (Item 4)

Saba Capital Management, L.P.

The Reporting Persons acquired the Common Shares to which this Schedule 13D relates in the ordinary course of business for investment purposes because they believe that the Common Shares are undervalued and represent an attractive investment opportunity. The Reporting Persons may engage in discussions with management, the Board of Directors (the "Board"), other shareholders of the Issuer and other relevant parties, including representatives of any of the foregoing, concerning the Reporting Persons' investment in the Common Shares and the Issuer, including, without limitation, matters concerning the Issuer's business, operations, board appointments, governance, performance, management, capitalization, trading of the Common Shares at a discount to the Issuer's net asset value and strategic plans and matters relating to the open or closed end nature of the Issuer and timing of any potential liquidation of the Issuer. The Reporting Persons may exchange information with any persons pursuant to appropriate confidentiality or similar agreements or otherwise, work together with any persons pursuant to joint agreements or otherwise, propose changes in the Issuer's business, operations, board appointments, governance, management, capitalization, strategic plans or matters relating to the open or closed end nature of the Issuer or timing of any potential liquidation of the Issuer, or propose or engage in one or more other actions set forth herein. The Reporting Persons may also propose …The first part of Item 4 of the SCHEDULE 13D filed 2026-09-30; the filing has the rest

Timeline

FiledHolderPercentFiling
2026-09-30Saba Capital Management, L.P.5.04%SCHEDULE 13D

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/virtus-total-return-fund
Last updated 2026-10-27
Primary record: SEC filing
Virtus Total Return Fund Inc. 5%+ holders: 1 at 5% or more, largest Saba Capital Management, L.P. 5.04%. MentionFox, 2026-10-27. https://mentionfox.com/stakes/virtus-total-return-fund