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VGI

Virtus Global Multi-Sector Income Fund

34 hedge funds and large institutions have $31M invested in Virtus Global Multi-Sector Income Fund in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 12

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

1.3% less ownership

Funds ownership: 38.45%37.16% (-1.3%)

6% less funds holding

Funds holding: 3634 (-2)

9% less capital invested

Capital invested by funds: $34.1M → $31M (-$3.09M)

Holders
34
Holders Change
-2
Holders Change %
-5.56%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
17
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$14.1M -$1.14M -146,456 -7%
LPL Financial
2
LPL Financial
California
$2.48M +$170K +21,893 +7%
Morgan Stanley
3
Morgan Stanley
New York
$2.28M +$305K +39,312 +15%
SFS
4
Shaker Financial Services
Virginia
$1.47M -$727K -93,837 -32%
CA
5
CoreCap Advisors
Michigan
$1.25M +$183K +23,650 +16%
Raymond James Financial
6
Raymond James Financial
Florida
$1.21M +$59K +7,612 +5%
Fiera Capital (Canada)
7
Fiera Capital (Canada)
Quebec, Canada
$1.11M -$42.9K -5,535 -4%
1CP
8
1607 Capital Partners
Virginia
$913K -$89.6K -11,556 -9%
Stifel Financial
9
Stifel Financial
Missouri
$877K -$326 -42 -0%
NA
10
NewEdge Advisors
Louisiana
$860K -$106K -13,658 -10%
SI
11
Stephens Inc
Arkansas
$555K +$59.5K +7,670 +11%
Osaic Holdings
12
Osaic Holdings
Arizona
$474K -$101K -13,076 -17%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$440K +$2.07K +267 +0.5%
SWM
14
SeaCrest Wealth Management
New York
$338K -$14K -1,808 -4%
Wells Fargo
15
Wells Fargo
California
$336K +$68.1K +8,782 +24%
TWPM
16
Total Wealth Planning & Management
Florida
$335K +$50.6K +6,529 +17%
KAS
17
Kestra Advisory Services
Texas
$299K +$62.4K +8,054 +25%
WAM
18
Worth Asset Management
Texas
$241K +$136K +17,592 +117%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$193K -$38.5K -4,961 -16%
FFA
20
Founders Financial Alliance
North Carolina
$181K +$46.4K +5,985 +32%
UBS Group
21
UBS Group
Switzerland
$141K +$1.22K +157 +0.8%
VDC
22
Van Diest Capital
Iowa
$133K +$44.3K +5,716 +46%
KA
23
Kovack Advisors
Florida
$114K +$26.3K +3,387 +28%
KPWS
24
Kestra Private Wealth Services
Texas
$113K -$10K -1,290 -8%
WAM
25
Wolverine Asset Management
Illinois
$105K +$111K +14,257 New

VGI Hedge Fund Activity: Q1 2026 in Review

34 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Virtus Global Multi-Sector Income Fund (VGI) for Q1 2026, worth a combined $31M — down 9% from $34.1M a quarter earlier.

Fund positioning in VGI was balanced in Q1 2026: 3 funds opened new positions, 3 closed out, 17 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $305K. The largest seller was Sit Investment Associates, cutting an estimated $1.14M.

  • 34 institutional investors held Virtus Global Multi-Sector Income Fund (VGI) as of Q1 2026, down from 36 in Q4 2025.
  • Funds reported $31M of Virtus Global Multi-Sector Income Fund stock for Q1 2026, down 9% quarter-over-quarter.
  • 3 funds opened new Virtus Global Multi-Sector Income Fund positions in Q1 2026 and 3 closed out, a net change of 0 holders.
  • The largest Virtus Global Multi-Sector Income Fund buyer in Q1 2026 was Morgan Stanley, an estimated $305K added.
  • The largest Virtus Global Multi-Sector Income Fund seller in Q1 2026 was Sit Investment Associates, an estimated $1.14M sold.

Based on aggregated 13F filings for Q1 2026.