VGI

Virtus Global Multi-Sector Income Fund

29 hedge funds and large institutions have $34M invested in Virtus Global Multi-Sector Income Fund in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
29
Holders Change
Holders Change %
0%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$15.3M 1,947,946 +60,892 +3%
1CP
2
1607 Capital Partners
Virginia
$3.52M 448,445 -1,538 -0.3%
SFS
3
Shaker Financial Services
Virginia
$2.34M 297,936 -14,805 -5%
LPL Financial
4
LPL Financial
California
$2.26M 288,879 +86,765 +43%
Morgan Stanley
5
Morgan Stanley
New York
$1.8M 229,845 -11,737 -5%
Raymond James Financial
6
Raymond James Financial
Florida
$1.8M 229,009 +418 +0.2%
CA
7
CoreCap Advisors
Michigan
$1.09M 138,958
Stifel Financial
8
Stifel Financial
Missouri
$973K 124,045 +9,843 +9%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$738K 94,187
SI
10
Stephens Inc
Arkansas
$669K 85,275 -215 -0.3%
NA
11
NewEdge Advisors
Louisiana
$572K 73,000 -4,000 -5%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$534K 68,075 +21,402 +46%
SWM
13
SeaCrest Wealth Management
New York
$363K 46,364 -277 -0.6%
KAS
14
Kestra Advisory Services
Texas
$269K 34,375 +5,038 +17%
Osaic Holdings
15
Osaic Holdings
Arizona
$258K 33,748 -14,558 -30%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$223K 28,430
UBS Group
17
UBS Group
Switzerland
$214K 27,270 +7,866 +41%
Wells Fargo
18
Wells Fargo
California
$199K 25,418 -3,399 -12%
WAM
19
Worth Asset Management
Texas
$174K 22,207 +7,322 +49%
CA
20
Claro Advisors
Massachusetts
$160K 20,384 -8,255 -29%
KPWS
21
Kestra Private Wealth Services
Texas
$146K 18,635 +2,850 +18%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$122K 15,517 +15,517 New
HighTower Advisors
23
HighTower Advisors
Illinois
$105K 13,385 +13,385 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$101K 12,859 +792 +7%
Comerica Bank
25
Comerica Bank
Texas
$35.4K 4,515 -16 -0.4%