We are live on ! Find out more
EDF

Virtus Stone Harbor Emerging Markets Income Fund
EDF

40 hedge funds and large institutions have $14.3M invested in Virtus Stone Harbor Emerging Markets Income Fund in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

217% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 6

21% more funds holding

Funds holding: 33 → 40 (+7)

9% more capital invested

Capital invested by funds: $13.1M → $14.3M (+$1.21M)

1.39% more ownership

Funds ownership: 15.13% → 16.52% (+1.4%)

Holders
40
Holders Change
+7
Holders Change %
+21.21%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
19
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Baird Financial Group
Baird Financial Group
Wisconsin
+$668K
2
Morgan Stanley
Morgan Stanley
New York
+$192K
3
ACM
Arlington Capital Management
Illinois
+$164K
4
HF
HRT Financial
New York
+$142K
5
JWCA
J.W. Cole Advisors
Florida
+$105K

Top Sellers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
-$266K
2
NA
NewEdge Advisors
Louisiana
-$100K
3
NW
Naviter Wealth
Arkansas
-$94K
4
LPL Financial
LPL Financial
California
-$58.9K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$38.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
26
M3 Advisory Group
Massachusetts
$74.4K +$2.71K +532 +4%
Osaic Holdings
27
Osaic Holdings
Arizona
$57.9K +$34.1K +6,715 +142%
AAS
28
Ameritas Advisory Services
Nebraska
$54.9K -$3.05K -600 -5%
OCM
29
One Capital Management
California
$52.7K +$53.1K +10,435 New
NCM
30
Next Capital Management
New York
$50.5K – – –
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$37K -$38.5K -7,574 -51%
ASN
32
Advisory Services Network
Georgia
$30.3K +$30.6K +6,009 New
Wells Fargo
33
Wells Fargo
California
$29.8K +$16.6K +3,255 +123%
Bank of America
34
Bank of America
North Carolina
$25.2K – – –
AF
35
Allworth Financial
California
$13.4K +$4.07K +800 +43%
HWP
36
Highline Wealth Partners
California
$10.9K +$10.9K +2,150 New
TJHA
37
Thomas J. Herzfeld Advisors
Florida
$10.4K +$1.17K +230 +13%
TH
38
TCTC Holdings
Texas
$3.03K – – –
BTI
39
Blue Trust Inc
Georgia
$2.65K +$2.67K +525 New
IA
40
IFP Advisors
Florida
$763 +$25 +5 +3%
NW
41
Naviter Wealth
Arkansas
– -$94K -18,608 Closed
1
2

EDF Hedge Fund Activity: Q3 2025 in Review

40 of the 7,630 institutional investors tracked by Wall St. Rank reported a position in Virtus Stone Harbor Emerging Markets Income Fund (EDF) for Q3 2025, worth a combined $14.3M — up 9.2% from $13.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EDF positions and 1 closed out — a net gain of 7 holders — while 19 added to existing stakes and 6 trimmed.

The largest buyer was Baird Financial Group, opening a new position worth an estimated $668K. The largest seller was Kestra Advisory Services, cutting an estimated $266K.

  • 40 institutional investors held Virtus Stone Harbor Emerging Markets Income Fund (EDF) as of Q3 2025, up from 33 in Q2 2025.
  • Funds reported $14.3M of Virtus Stone Harbor Emerging Markets Income Fund stock for Q3 2025, up 9.2% quarter-over-quarter.
  • 8 funds opened new Virtus Stone Harbor Emerging Markets Income Fund positions in Q3 2025 and 1 closed out, a net change of +7 holders.
  • The largest Virtus Stone Harbor Emerging Markets Income Fund buyer in Q3 2025 was Baird Financial Group, an estimated $668K added.
  • The largest Virtus Stone Harbor Emerging Markets Income Fund seller in Q3 2025 was Kestra Advisory Services, an estimated $266K sold.

Based on aggregated 13F filings for Q3 2025.