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VGI

Virtus Global Multi-Sector Income Fund

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.

New
Increased
Maintained
Reduced
Closed

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: 2929 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
29
Holders Change
Holders Change %
0%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$15.3M +$462K +60,892 +3%
1CP
2
1607 Capital Partners
Virginia
$3.52M -$11.7K -1,538 -0.3%
SFS
3
Shaker Financial Services
Virginia
$2.34M -$112K -14,805 -5%
LPL Financial
4
LPL Financial
California
$2.26M +$658K +86,765 +43%
Morgan Stanley
5
Morgan Stanley
New York
$1.8M -$89K -11,737 -5%
Raymond James Financial
6
Raymond James Financial
Florida
$1.8M +$3.17K +418 +0.2%
CA
7
CoreCap Advisors
Michigan
$1.09M
Stifel Financial
8
Stifel Financial
Missouri
$973K +$74.7K +9,843 +9%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$738K
SI
10
Stephens Inc
Arkansas
$669K -$1.63K -215 -0.3%
NA
11
NewEdge Advisors
Louisiana
$572K -$30.3K -4,000 -5%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$534K +$162K +21,402 +46%
Osaic Holdings
13
Osaic Holdings
Arizona
$422K +$41.7K +5,497 +11%
SWM
14
SeaCrest Wealth Management
New York
$363K -$2.1K -277 -0.6%
KAS
15
Kestra Advisory Services
Texas
$269K +$38.2K +5,038 +17%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$223K
UBS Group
17
UBS Group
Switzerland
$214K +$59.7K +7,866 +41%
Wells Fargo
18
Wells Fargo
California
$199K -$25.8K -3,399 -12%
WAM
19
Worth Asset Management
Texas
$174K +$55.5K +7,322 +49%
CA
20
Claro Advisors
Massachusetts
$160K -$62.6K -8,255 -29%
KPWS
21
Kestra Private Wealth Services
Texas
$146K +$21.6K +2,850 +18%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$122K +$118K +15,517 New
HighTower Advisors
23
HighTower Advisors
Illinois
$105K +$102K +13,385 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$101K +$6.01K +792 +7%
Comerica Bank
25
Comerica Bank
Texas
$35.4K -$121 -16 -0.4%

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.