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VGI

Virtus Global Multi-Sector Income Fund

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.

New
Increased
Maintained
Reduced
Closed

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: 3529 (-6)

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
29
Holders Change
-6
Holders Change %
-17.14%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
12
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$14.6M +$1.5M +193,032 +11%
1CP
2
1607 Capital Partners
Virginia
$3.48M -$94.1K -12,100 -3%
SFS
3
Shaker Financial Services
Virginia
$2.42M +$415K +53,387 +21%
Morgan Stanley
4
Morgan Stanley
New York
$1.87M -$70K -9,001 -4%
Raymond James Financial
5
Raymond James Financial
Florida
$1.77M +$271K +34,826 +18%
LPL Financial
6
LPL Financial
California
$1.56M +$30.1K +3,867 +2%
CA
7
CoreCap Advisors
Michigan
$1.08M +$77.8K +10,000 +8%
Stifel Financial
8
Stifel Financial
Missouri
$884K +$62.9K +8,092 +8%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$729K
SI
10
Stephens Inc
Arkansas
$661K -$4.28K -550 -0.6%
NA
11
NewEdge Advisors
Louisiana
$596K -$50.6K -6,500 -8%
MC
12
Matisse Capital
Oregon
$552K
Osaic Holdings
13
Osaic Holdings
Arizona
$374K +$88.4K +11,358 +31%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$361K +$6.89K +886 +2%
SWM
15
SeaCrest Wealth Management
New York
$361K -$12.3K -1,575 -3%
KAS
16
Kestra Advisory Services
Texas
$227K -$38.6K -4,965 -14%
Wells Fargo
17
Wells Fargo
California
$223K +$74.1K +9,530 +49%
CA
18
Claro Advisors
Massachusetts
$222K -$25K -3,218 -10%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$220K +$65.8K +8,454 +42%
GC
20
Guggenheim Capital
Illinois
$218K -$612K -78,708 -74%
MC
21
Moors & Cabot
Massachusetts
$174K
UBS Group
22
UBS Group
Switzerland
$150K -$82K -10,537 -35%
KPWS
23
Kestra Private Wealth Services
Texas
$122K
WAM
24
Worth Asset Management
Texas
$115K +$116K +14,885 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$93K +$13.9K +1,792 +17%

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.