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VGI

Virtus Global Multi-Sector Income Fund

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.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

13% more funds holding

Funds holding: 3236 (+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

Holders
36
Holders Change
+4
Holders Change %
+12.5%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$16.1M +$1.19M +151,690 +8%
LPL Financial
2
LPL Financial
California
$2.46M +$204K +26,056 +9%
SFS
3
Shaker Financial Services
Virginia
$2.3M -$137K -17,448 -6%
Morgan Stanley
4
Morgan Stanley
New York
$2.11M -$43.3K -5,526 -2%
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$1.22M +$361K +46,048 +42%
Raymond James Financial
6
Raymond James Financial
Florida
$1.22M -$3.08K -393 -0.3%
CA
7
CoreCap Advisors
Michigan
$1.15M +$13.9K +1,775 +1%
1CP
8
1607 Capital Partners
Virginia
$1.06M -$267K -34,000 -20%
NA
9
NewEdge Advisors
Louisiana
$1.02M -$79.7K -10,165 -7%
Stifel Financial
10
Stifel Financial
Missouri
$932K -$298K -37,986 -24%
Osaic Holdings
11
Osaic Holdings
Arizona
$606K +$185K +23,548 +44%
SI
12
Stephens Inc
Arkansas
$529K -$4.23K -540 -0.8%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$465K -$16.9K -2,160 -4%
SWM
14
SeaCrest Wealth Management
New York
$375K -$8.85K -1,129 -2%
TWPM
15
Total Wealth Planning & Management
Florida
$304K +$304K +38,802 New
Wells Fargo
16
Wells Fargo
California
$288K +$92K +11,740 +47%
KAS
17
Kestra Advisory Services
Texas
$255K +$627 +80 +0.2%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$244K +$21.4K +2,725 +10%
UBS Group
19
UBS Group
Switzerland
$149K -$2.56K -327 -2%
FFA
20
Founders Financial Alliance
North Carolina
$145K +$18.8K +2,404 +15%
KPWS
21
Kestra Private Wealth Services
Texas
$130K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$120K -$1.05K -134 -0.9%
WAM
23
Worth Asset Management
Texas
$118K -$37.8K -4,815 -24%
IAS
24
Integrity Advisory Solutions
Texas
$105K +$15.4K +1,959 +17%
HighTower Advisors
25
HighTower Advisors
Illinois
$105K

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.