V
Virtus Global Multi-Sector Income Fund
VGI • NYSE
Virtus Global Multi-Sector Income Fund is a publicly traded company on NYSE. As of Q3 2025, 29 institutional investors hold shares in this company, with total holdings valued at $17.0M. Shaker Financial Services, LLC is the largest holder with a position valued at $2.5M.
Websitevirtus.com
Overview
Overview of institutional ownership in VGI as of Q3 2025
All Institutions
- Institutions
- 29
- Value Held
- $17.0M
- Shares Held
- 2.1M
- Avg Position
- $587.3K
- Median Position
- $198.8K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $1.3M
- Shares Held
- 169.2K
- Avg Position
- $1.3M
- Median Position
- $1.3M
Biggest Investors
Institutions with the largest positions in VGI as of Q3 2025
| Institution | Position Value |
|---|---|
 Shaker Financial Services, LLC RIA/Wealth | $2.5M 0.85% of portfolio |
L LPL Financial LLC Institution | $2.3M 0.00% of portfolio |
 MORGAN STANLEY RIA/Wealth | $2.2M 0.00% of portfolio |
 1607 Capital Partners, LLC Hedge Fund•Sector | $1.3M 0.10% of portfolio |
S STIFEL FINANCIAL CORP Long Only Manager | $1.2M 0.00% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $1.2M 0.00% of portfolio |
 CoreCap Advisors, LLC RIA/Wealth | $1.1M 0.04% of portfolio |
 Goss Wealth Management LLC RIA/Wealth | $1.1M 0.01% of portfolio |
F Fiera Capital Corp Institution | $875.3K 0.00% of portfolio |
 STEPHENS INC /AR/ RIA/Wealth | $540.4K 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for VGI in Q3 2025
- Traded
- −$1.4M
- Buyers
- 14
- Sellers
- 12
- Total Bought
- +$1.8M
- Total Sold
- −$3.3M
- Avg Position
- $549.4K
Biggest Buyers
| Institution | Net Bought |
|---|---|
Goss Wealth Management LLC RIA/Wealth | +$535.2K +67.4K shares |
MORGAN STANLEY RIA/Wealth | +$354.8K +44.7K shares |
S STIFEL FINANCIAL CORP Long Only Manager | +$260.5K +32.8K shares |
 Founders Financial Alliance, LLC RIA/Wealth | +$128.1K +16.1K shares |
F Fiera Capital Corp Institution | +$127.1K +16.0K shares |
Shaker Financial Services, LLC RIA/Wealth | +$102.6K +12.9K shares |
 Integrity Advisory Solutions, LLC RIA/Wealth | +$90.8K +11.4K shares |
 Mach-1 Financial Group, Inc. RIA/Wealth | +$90.8K +11.4K shares |
 BANK OF AMERICA CORP /DE/ Institution | +$52.9K +6.7K shares |
CoreCap Advisors, LLC RIA/Wealth | +$42.9K +5.4K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
1607 Capital Partners, LLC Hedge Fund•Sector | −$2.2M −279.2K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$579.4K −72.9K shares |
 Claro Advisors LLC RIA/Wealth | −$159.8K −20.4K shares |
STEPHENS INC /AR/ RIA/Wealth | −$137.0K −17.2K shares |
 UBS Group AG Institution | −$63.3K −8.0K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$39.5K −5.0K shares |
 Worth Asset Management, LLC RIA/Wealth | −$18.6K −2.3K shares |
 KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | −$15.9K −2.0K shares |
Kestra Advisory Services, LLC RIA/Wealth | −$15.3K −1.9K shares |
L LPL Financial LLC Institution | −$10.3K −1.3K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited VGI in Q3 2025
- New Positions
- 5
- New Value
- $322.4K
- Exited Positions
- 2
- Exited Value
- $159.8K
New Positions
| Institution | Position Value |
|---|---|
Founders Financial Alliance, LLC RIA/Wealth | $128.1K 16.1K shares |
Mach-1 Financial Group, Inc. RIA/Wealth | $90.8K 11.4K shares |
Integrity Advisory Solutions, LLC RIA/Wealth | $90.8K 11.4K shares |
 SRS Capital Advisors, Inc. RIA/Wealth | $8.9K 1.1K shares |
 HIGHLINE WEALTH PARTNERS LLC RIA/Wealth | $4.0K 500.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Claro Advisors LLC RIA/Wealth | $159.8K 20.4K shares |
 FMR LLC Institution | $8.0 1.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in VGI as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with VGI as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Shaker Financial Services, LLC RIA/Wealth | 0.85% $2.5M |
1607 Capital Partners, LLC Hedge Fund•Sector | 0.10% $1.3M |
Worth Asset Management, LLC RIA/Wealth | 0.07% $157.8K |
CoreCap Advisors, LLC RIA/Wealth | 0.04% $1.1M |
 SeaCrest Wealth Management, LLC RIA/Wealth | 0.04% $389.1K |
Founders Financial Alliance, LLC RIA/Wealth | 0.02% $128.1K |
Mach-1 Financial Group, Inc. RIA/Wealth | 0.01% $90.8K |
Integrity Advisory Solutions, LLC RIA/Wealth | 0.01% $90.8K |
STEPHENS INC /AR/ RIA/Wealth | 0.01% $540.4K |
Goss Wealth Management LLC RIA/Wealth | 0.01% $1.1M |
Hedge Fund Spotlight
Discover hedge funds investing in VGI
1607 Capital Partners, LLC
Hedge Fund • Sector
Portfolio ManagerAshley Watson Long
- Portfolio Value
- $1.3B
- Positions
- 120
- Last Reported
- Q3 2025
Sector Allocation
V
Position in Virtus Global Multi-Sector Income Fund
- Market Value
- $1.3M
- Shares Held
- 169.2K
- Portfolio Weight
- 0.10%
- Owned Since
- 2022-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $99.0M | 7.46% | |
ETF ETF | $91.3M | 6.88% | |
ETF ETF | $85.3M | 6.43% |
