Virtus Global Multi-Sector Income Fund
VGI
29 hedge funds and large institutions have $34.1M invested in Virtus Global Multi-Sector Income Fund in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 4 closing their positions.
10% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 10
3% more capital invested
Capital invested by funds: $33.2M → $34.1M (+$945K)
0.56% more ownership
Funds ownership: 37.92% → 38.48% (+0.56%)
0% more funds holding
Funds holding: 29 → 29 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$658K |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$462K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$162K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$118K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$102K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
Matisse Capital
Portland,
Oregon
|
-$552K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$218K |
| 3 |
MC
Moors & Cabot
Boston,
Massachusetts
|
-$174K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$112K |
| 5 |
Morgan Stanley
New York
|
-$89K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of America
Charlotte,
North Carolina
| $29.6K | -$55.9K | -7,366 | -66% |
|
|
GRP
27
Global Retirement Partners
San Rafael,
California
| $6.27K | +$6.07K | +800 | New |
|
|
AF
28
Allworth Financial
Folsom,
California
| $1.57K | +$1.52K | +200 | New |
|
29
Fidelity Investments
Boston,
Massachusetts
| $8 | – | – | – |
|
|
MC
30
Matisse Capital
Portland,
Oregon
| – | -$552K | -71,295 | Closed |
|
|
GC
31
Guggenheim Capital
Chicago,
Illinois
| – | -$218K | -28,108 | Closed |
|
|
MC
32
Moors & Cabot
Boston,
Massachusetts
| – | -$174K | -22,500 | Closed |
|
|
CW
33
Curio Wealth
Annapolis,
Maryland
| – | -$5.54K | -1 | Closed |
|
VGI Hedge Fund Activity: Q2 2025 in Review
29 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Virtus Global Multi-Sector Income Fund (VGI) for Q2 2025, worth a combined $34.1M — up 2.8% from $33.2M a quarter earlier.
Fund positioning in VGI was balanced in Q2 2025: 4 funds opened new positions, 4 closed out, 11 added to existing stakes and 10 trimmed.
The largest buyer was LPL Financial, adding an estimated $658K. The largest seller was Matisse Capital, exiting entirely with an estimated $552K sold.
- 29 institutional investors held Virtus Global Multi-Sector Income Fund (VGI) as of Q2 2025, unchanged from Q1 2025.
- Funds reported $34.1M of Virtus Global Multi-Sector Income Fund stock for Q2 2025, up 2.8% quarter-over-quarter.
- 4 funds opened new Virtus Global Multi-Sector Income Fund positions in Q2 2025 and 4 closed out, a net change of 0 holders.
- The largest Virtus Global Multi-Sector Income Fund buyer in Q2 2025 was LPL Financial, an estimated $658K added.
- The largest Virtus Global Multi-Sector Income Fund seller in Q2 2025 was Matisse Capital, an estimated $552K sold.
Based on aggregated 13F filings for Q2 2025.