Who Owns VIRTUS GLOBAL MULTI-SECTOR INCOME FUND (VGI)?Hedge Fund & Institutional Holders
Institutional Holders
43
as of Q4 2025
Total Institutional Value
$2.3000001145000105e+136T
% of Float Held
—
QoQ Change in Holders
+11 / -1
Price History
VGI — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Shaker Financial Services, LLC | New Position | +293K | +$2.3B |
| CoreCap Advisors, LLC | New Position | +146K | +$1.1B |
| STEPHENS INC /AR/ | New Position | +67K | +$529.0M |
| Total Wealth Planning & Management, Inc. | New Position | +39K | +$304.0M |
| Fiera Capital Corp | Increased | +46K | +$124.7M |
| Worth Asset Management, LLC | New Position | +15K | +$117.0M |
| Kovack Advisors, Inc. | New Position | +12K | +$59.0M |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | New Position | +7K | +$53.0M |
| Founders Financial Alliance, LLC | Increased | +2K | +$16.9M |
| Integrity Advisory Solutions, LLC | Increased | +2K | +$13.2M |
| SIT INVESTMENT ASSOCIATES INC | Increased | +152K | +$859K |
| Closed-End Fund Advisors, Inc. | New Position | +13K | +$103K |
| Van Diest Capital, LLC | New Position | +12K | +$96K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New Position | +12K | +$0 |
| Global Retirement Partners, LLC | New Position | +800 | +$0 |
VGI — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| STIFEL FINANCIAL CORP | Decreased | -38K | -$1.2B |
| NewEdge Advisors, LLC | Decreased | -10K | -$1.1B |
| 1607 Capital Partners, LLC | Decreased | -34K | -$284.4M |
| RAYMOND JAMES FINANCIAL INC | Decreased | -393 | -$239.7M |
| ROYAL BANK OF CANADA | Decreased | -134 | -$123.0M |
| Mach-1 Financial Group, LLC | Closed Position | -11K | -$90.8M |
| COMERICA BANK | Decreased | -1K | -$10.2M |
| UBS Group AG | Decreased | -327 | -$5.4M |
| Cambridge Investment Research Advisors, Inc. | Decreased | -2K | -$488K |
| MORGAN STANLEY | Decreased | -6K | -$179K |
| BANK OF AMERICA CORP /DE/ | Decreased | -3K | -$81K |
| SeaCrest Wealth Management, LLC | Decreased | -1K | -$14K |
Top Institutional Holders(Q4 2025)
VGI Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 37 | $8.0B | +10 |
| Q3 2025 | 27 | $9.7B | -1 |
| Q2 2025 | 28 | $15.1B | -2 |
| Q1 2025 | 30 | $17.3B | -5 |
| Q4 2024 | 35 | $141.2B | +10 |
| Q3 2024 | 25 | $1.6T | -2 |
| Q2 2024 | 27 | $130.2B | +3 |
| Q1 2024 | 24 | $131.0B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 43 institutional investors hold VGI (VIRTUS GLOBAL MULTI-SECTOR INCOME FUND). The largest holder is Shaker Financial Services, LLC with $2.3B 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 Shaker Financial Services, LLC with $2.3B in shares.
Is institutional ownership of VGI increasing or decreasing?
This quarter, 11 institutions opened new positions in VGI and 1 closed their positions.