Virtus Global Multi-Sector Income Fund
VGI
36 hedge funds and large institutions have $34.1M invested in Virtus Global Multi-Sector Income Fund in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
13% more funds holding
Funds holding: 32 → 36 (+4)
1.97% more ownership
Funds ownership: 36.48% → 38.45% (+2%)
4% more capital invested
Capital invested by funds: $32.8M → $34.1M (+$1.32M)
21% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.19M |
| 2 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$361K |
| 3 |
LPL Financial
San Diego,
California
|
+$204K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$185K |
| 5 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
+$94.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$298K |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$267K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$137K |
| 4 |
M1FG
Mach-1 Financial Group
Rogers,
Arkansas
|
-$90.8K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$83.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CEFA
26
Closed-End Fund Advisors
Richmond,
Virginia
| $104K | +$104K | +13,216 | New |
|
|
VDC
27
Van Diest Capital
Poly City,
Iowa
| $96.7K | +$96.7K | +12,330 | New |
|
|
KA
28
Kovack Advisors
Ft. Lauderdale,
Florida
| $94.3K | +$94.3K | +12,024 | New |
|
29
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $91.3K | +$91.3K | +11,641 | New |
|
30
Bank of America
Charlotte,
North Carolina
| $61K | -$20.9K | -2,660 | -25% |
|
|
IAIM
31
International Assets Investment Management
Orlando,
Florida
| $53.2K | +$53.2K | +6,780 | New |
|
32
Comerica Bank
Dallas,
Texas
| $36.4K | -$9.24K | -1,179 | -20% |
|
|
AAP
33
Arax Advisory Partners
Denver,
Colorado
| $8.74K | – | – | – |
|
|
AF
34
Allworth Financial
Folsom,
California
| $7.84K | +$6.27K | +800 | +400% |
|
|
GRP
35
Global Retirement Partners
San Rafael,
California
| $6.27K | – | – | – |
|
|
HWP
36
Highline Wealth Partners
Sherman Oaks,
California
| $3.92K | – | – | – |
|
|
M1FG
37
Mach-1 Financial Group
Rogers,
Arkansas
| – | -$90.8K | -11,427 | Closed |
|
|
38
Envestnet Asset Management
Chicago,
Illinois
| – | -$83.8K | -10,548 | Closed |
|
VGI Hedge Fund Activity: Q4 2025 in Review
36 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Virtus Global Multi-Sector Income Fund (VGI) for Q4 2025, worth a combined $34.1M — up 4% from $32.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new VGI positions and 2 closed out — a net gain of 4 holders — while 11 added to existing stakes and 14 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $1.19M. The largest seller was Stifel Financial, cutting an estimated $298K.
- 36 institutional investors held Virtus Global Multi-Sector Income Fund (VGI) as of Q4 2025, up from 32 in Q3 2025.
- Funds reported $34.1M of Virtus Global Multi-Sector Income Fund stock for Q4 2025, up 4% quarter-over-quarter.
- 6 funds opened new Virtus Global Multi-Sector Income Fund positions in Q4 2025 and 2 closed out, a net change of +4 holders.
- The largest Virtus Global Multi-Sector Income Fund buyer in Q4 2025 was Sit Investment Associates, an estimated $1.19M added.
- The largest Virtus Global Multi-Sector Income Fund seller in Q4 2025 was Stifel Financial, an estimated $298K sold.
Based on aggregated 13F filings for Q4 2025.