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.
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: 36 → 34 (-2)
9% less capital invested
Capital invested by funds: $34.1M → $31M (-$3.09M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$305K |
| 2 |
CA
CoreCap Advisors
Southfield,
Michigan
|
+$183K |
| 3 |
LPL Financial
San Diego,
California
|
+$170K |
| 4 |
WAM
Worth Asset Management
Dallas,
Texas
|
+$136K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$111K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.14M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$727K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$106K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$101K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$91.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IAS
26
Integrity Advisory Solutions
Dallas,
Texas
| $103K | +$4.63K | +598 | +4% |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $102K | -$11.7K | -1,513 | -10% |
|
28
HighTower Advisors
Chicago,
Illinois
| $98.8K | – | – | – |
|
|
CEFA
29
Closed-End Fund Advisors
Richmond,
Virginia
| $85.1K | -$13K | -1,683 | -13% |
|
|
IAIM
30
International Assets Investment Management
Orlando,
Florida
| $51.1K | +$922 | +119 | +2% |
|
31
Fifth Third Bancorp
Cincinnati,
Ohio
| $19.1K | +$20.1K | +2,593 | New |
|
|
AF
32
Allworth Financial
Folsom,
California
| $11.1K | +$3.88K | +500 | +50% |
|
|
HWP
33
Highline Wealth Partners
Sherman Oaks,
California
| $3.69K | – | – | – |
|
34
Fidelity Investments
Boston,
Massachusetts
| $37 | +$39 | +5 | New |
|
|
35
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$91.3K | -11,641 | Closed |
|
36
Bank of America
Charlotte,
North Carolina
| – | -$61K | -7,780 | Closed |
|
|
AAP
37
Arax Advisory Partners
Denver,
Colorado
| – | -$8.74K | -1,115 | Closed |
|
VGI Hedge Fund Activity: Q1 2026 in Review
34 of the 8,127 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.