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VGI

Virtus Global Multi-Sector Income Fund

32 hedge funds and large institutions have $32.8M invested in Virtus Global Multi-Sector Income Fund in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

10% more funds holding

Funds holding: 2932 (+3)

4% less capital invested

Capital invested by funds: $34.1M → $32.8M (-$1.35M)

2% less ownership

Funds ownership: 38.48%36.48% (-2%)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

Holders
32
Holders Change
+3
Holders Change %
+10.34%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$15.1M -$332K -41,876 -2%
SFS
2
Shaker Financial Services
Virginia
$2.47M +$102K +12,916 +4%
LPL Financial
3
LPL Financial
California
$2.28M -$10.3K -1,296 -0.4%
Morgan Stanley
4
Morgan Stanley
New York
$2.18M +$354K +44,661 +19%
1CP
5
1607 Capital Partners
Virginia
$1.34M -$2.21M -279,201 -62%
Stifel Financial
6
Stifel Financial
Missouri
$1.25M +$260K +32,788 +26%
Raymond James Financial
7
Raymond James Financial
Florida
$1.24M -$578K -72,946 -32%
CA
8
CoreCap Advisors
Michigan
$1.15M +$42.8K +5,400 +4%
NA
9
NewEdge Advisors
Louisiana
$1.12M +$534K +67,371 +92%
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$875K +$127K +16,001 +17%
SI
11
Stephens Inc
Arkansas
$540K -$137K -17,246 -20%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$488K -$52.2K -6,590 -10%
Osaic Holdings
13
Osaic Holdings
Arizona
$427K
SWM
14
SeaCrest Wealth Management
New York
$389K +$18.5K +2,340 +5%
KAS
15
Kestra Advisory Services
Texas
$258K -$15.3K -1,932 -6%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$226K
Wells Fargo
17
Wells Fargo
California
$199K -$3.1K -391 -2%
WAM
18
Worth Asset Management
Texas
$158K -$18.6K -2,343 -11%
UBS Group
19
UBS Group
Switzerland
$153K -$63.1K -7,965 -29%
KPWS
20
Kestra Private Wealth Services
Texas
$132K -$15.8K -2,000 -11%
FFA
21
Founders Financial Alliance
North Carolina
$128K +$128K +16,122 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$123K +$20.7K +2,620 +20%
HighTower Advisors
23
HighTower Advisors
Illinois
$106K
IAS
24
Integrity Advisory Solutions
Texas
$90.8K +$90.5K +11,427 New
M1FG
25
Mach-1 Financial Group
Arkansas
$90.8K +$90.5K +11,427 New

VGI Hedge Fund Activity: Q3 2025 in Review

32 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Virtus Global Multi-Sector Income Fund (VGI) for Q3 2025, worth a combined $32.8M — down 3.9% from $34.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new VGI positions and 2 closed out — a net gain of 3 holders — while 10 added to existing stakes and 12 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $534K. The largest seller was 1607 Capital Partners, cutting an estimated $2.21M.

  • 32 institutional investors held Virtus Global Multi-Sector Income Fund (VGI) as of Q3 2025, up from 29 in Q2 2025.
  • Funds reported $32.8M of Virtus Global Multi-Sector Income Fund stock for Q3 2025, down 3.9% quarter-over-quarter.
  • 5 funds opened new Virtus Global Multi-Sector Income Fund positions in Q3 2025 and 2 closed out, a net change of +3 holders.
  • The largest Virtus Global Multi-Sector Income Fund buyer in Q3 2025 was NewEdge Advisors, an estimated $534K added.
  • The largest Virtus Global Multi-Sector Income Fund seller in Q3 2025 was 1607 Capital Partners, an estimated $2.21M sold.

Based on aggregated 13F filings for Q3 2025.