Virtus Global Multi-Sector Income Fund
VGI
29 hedge funds and large institutions have $33.2M invested in Virtus Global Multi-Sector Income Fund in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 7 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 10
5% more capital invested
Capital invested by funds: $31.5M → $33.2M (+$1.66M)
1.43% more ownership
Funds ownership: 36.48% → 37.92% (+1.4%)
17% less funds holding
Funds holding: 35 → 29 (-6)
71% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.5M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$415K |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$271K |
| 4 |
WAM
Worth Asset Management
Dallas,
Texas
|
+$116K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$88.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$612K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$150K |
| 3 |
TWPM
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
|
-$108K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$95.2K |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$94.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of America
Charlotte,
North Carolina
| $86.2K | – | – | – |
|
27
Comerica Bank
Dallas,
Texas
| $35.1K | +$7.79K | +1,001 | +28% |
|
|
CW
28
Curio Wealth
Annapolis,
Maryland
| $5.54K | -$5.63K | -724 | -100% |
|
29
Fidelity Investments
Boston,
Massachusetts
| $8 | +$8 | +1 | New |
|
|
30
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$150K | -19,609 | Closed |
|
|
TWPM
31
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
| – | -$108K | -14,200 | Closed |
|
|
32
Citadel Advisors
Miami,
Florida
| – | -$95.2K | -12,467 | Closed |
|
|
BCA
33
Bay Colony Advisors
Concord,
Massachusetts
| – | -$88.7K | -11,609 | Closed |
|
|
SAM
34
Synergy Asset Management
Vancouver,
Washington
| – | -$10.5K | -1,300 | Closed |
|
|
FFO
35
Fortitude Family Office
Scottsdale,
Arizona
| – | -$8.09K | -1,059 | Closed |
|
|
CAS
36
Coppell Advisory Solutions
Coppell,
Texas
| – | -$1.1K | -145 | Closed |
|
VGI Hedge Fund Activity: Q1 2025 in Review
29 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Virtus Global Multi-Sector Income Fund (VGI) for Q1 2025, worth a combined $33.2M — up 5.3% from $31.5M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of VGI and 2 opened new positions — a net loss of 5 holders — while 10 trimmed existing stakes and 12 added.
The largest buyer was Sit Investment Associates, adding an estimated $1.5M. The largest seller was Guggenheim Capital, cutting an estimated $612K.
- 29 institutional investors held Virtus Global Multi-Sector Income Fund (VGI) as of Q1 2025, down from 35 in Q4 2024.
- Funds reported $33.2M of Virtus Global Multi-Sector Income Fund stock for Q1 2025, up 5.3% quarter-over-quarter.
- 2 funds opened new Virtus Global Multi-Sector Income Fund positions in Q1 2025 and 7 closed out, a net change of -5 holders.
- The largest Virtus Global Multi-Sector Income Fund buyer in Q1 2025 was Sit Investment Associates, an estimated $1.5M added.
- The largest Virtus Global Multi-Sector Income Fund seller in Q1 2025 was Guggenheim Capital, an estimated $612K sold.
Based on aggregated 13F filings for Q1 2025.