Who Owns VIRTUS GLOBAL MULTI-SECTOR INCOME FUND (VGI)?Hedge Fund & Institutional Holders

$7.60-0.01 (-0.20%)TechnologyNYSE

Institutional Holders

43

as of Q4 2025

Total Institutional Value

$1.6000230020002e+85T

% of Float Held

QoQ Change in Holders

+11 / -1

Price History

$7.12$7.39$7.65$7.92$8.19Sep 24Jun 25Mar 26

VGI — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Shaker Financial Services, LLCNew Position+293K+$2.3M
CoreCap Advisors, LLCNew Position+146K+$1.1M
SIT INVESTMENT ASSOCIATES INCIncreased+152K+$859K
STEPHENS INC /AR/New Position+67K+$529K
Total Wealth Planning & Management, Inc.New Position+39K+$304K
Worth Asset Management, LLCNew Position+15K+$117K
Closed-End Fund Advisors, Inc.New Position+13K+$103K
Van Diest Capital, LLCNew Position+12K+$96K
Kovack Advisors, Inc.New Position+12K+$59K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+7K+$53K
SUSQUEHANNA INTERNATIONAL GROUP, LLPNew Position+12K+$0
Global Retirement Partners, LLCNew Position+800+$0
Allworth Financial LPIncreased+800+$-1.6M
Integrity Advisory Solutions, LLCIncreased+2K+$-90.7M
Founders Financial Alliance, LLCIncreased+2K+$-127.9M

VGI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MORGAN STANLEYDecreased-6K-$2.2B
1607 Capital Partners, LLCDecreased-34K-$1.3B
STIFEL FINANCIAL CORPDecreased-38K-$1.2B
RAYMOND JAMES FINANCIAL INCDecreased-393-$1.2B
NewEdge Advisors, LLCDecreased-10K-$1.1B
SeaCrest Wealth Management, LLCDecreased-1K-$388.8M
UBS Group AGDecreased-327-$153.2M
ROYAL BANK OF CANADADecreased-134-$123.0M
Mach-1 Financial Group, LLCClosed Position-11K-$90.8M
BANK OF AMERICA CORP /DE/Decreased-3K-$82.9M
COMERICA BANKDecreased-1K-$46.2M
Cambridge Investment Research Advisors, Inc.Decreased-2K-$488K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1SIT INVESTMENT ASSOCIATES INC2,057,760$16.0M0.32%Share
2Shaker Financial Services, LLC293,404$2.3M0.73%Share
3LPL Financial LLC313,639$2.0M0.00%Share
4MORGAN STANLEY268,972$2.0M0.00%Share
5CoreCap Advisors, LLC146,133$1.1M0.04%Share
61607 Capital Partners, LLC135,244$1.1M0.07%Share
7Fiera Capital Corp156,236$1.0M0.00%Share
8NewEdge Advisors, LLC130,206$1.0M0.00%Share
9RAYMOND JAMES FINANCIAL INC155,670$1.0M0.00%Share
10STEPHENS INC /AR/67,489$529K0.01%Share
11SeaCrest Wealth Management, LLC47,575$375K0.04%Share
12Total Wealth Planning & Management, Inc.38,802$304K0.23%Share
13UBS Group AG18,978$148K0.00%Share
14Founders Financial Alliance, LLC18,526$145K0.03%Share
15KESTRA PRIVATE WEALTH SERVICES, LLC16,635$130K0.00%Share
16Integrity Advisory Solutions, LLC13,386$104K0.01%Share
17Closed-End Fund Advisors, Inc.13,216$103K0.06%Share
18Worth Asset Management, LLC12,849$100K0.04%Share
19Van Diest Capital, LLC12,330$96K0.14%Share
20Kovack Advisors, Inc.12,024$59K0.00%Share
21INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC6,780$53K0.00%Share
22COMERICA BANK2,336$18K0.00%Share
23COMERICA BANK2,303$18K0.00%Share
24Worth Asset Management, LLC2,200$17K0.01%Share
25Allworth Financial LP1,000$7K0.00%Share
26HIGHLINE WEALTH PARTNERS LLC500$3K0.00%Share
27ROYAL BANK OF CANADA15,345$00.00%Share
28Global Retirement Partners, LLC800$00.00%Share
29Cambridge Investment Research Advisors, Inc.59,325$00.00%Share
30MORGAN STANLEY1$00.00%Share
31HighTower Advisors, LLC13,385$00.00%Share
32MORGAN STANLEY7$00.00%Share
33SUSQUEHANNA INTERNATIONAL GROUP, LLP11,641$00.00%Share
34STIFEL FINANCIAL CORP118,847$00.00%Share
35OSAIC HOLDINGS, INC.77,351$00.00%Share
36Cetera Investment Advisers31,155$00.00%Share
37WELLS FARGO & COMPANY/MN32,064$00.00%Share
38WELLS FARGO & COMPANY/MN4,703$00.00%Share
39Ancora Advisors LLC78$00.00%Share
40BANK OF AMERICA CORP /DE/880$00.00%Share
41BANK OF AMERICA CORP /DE/6,900$00.00%Share
42Arax Advisory Partners1,115$00.00%Share
43Kestra Advisory Services, LLC32,523$00.00%Share

VGI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202537$29.7M+10
Q3 202527$12.8B-1
Q2 202528$16.1B-2
Q1 202530$18.2B-5
Q4 202435$810.6B+10
Q3 202425$9.2T-2
Q2 202427$9.5T+3
Q1 202424$8.5T

Similar Stocks by Institutional Ownership

As of Q4 2025, 43 institutional investors hold VGI (VIRTUS GLOBAL MULTI-SECTOR INCOME FUND). The largest holder is SIT INVESTMENT ASSOCIATES INC with $16.0M in shares. This quarter, 11 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own VGI?

As of Q4 2025, 43 institutional investors report holding VGI (VIRTUS GLOBAL MULTI-SECTOR INCOME FUND) in their 13F filings.

Who is the largest institutional holder of VGI?

The largest institutional holder of VGI is SIT INVESTMENT ASSOCIATES INC with $16.0M in shares.

Is institutional ownership of VGI increasing or decreasing?

This quarter, 11 institutions opened new positions in VGI and 1 closed their positions.