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EDF

Virtus Stone Harbor Emerging Markets Income Fund

50 hedge funds and large institutions have $17.7M invested in Virtus Stone Harbor Emerging Markets Income Fund in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 11

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

11% more funds holding

Funds holding: 4550 (+5)

1.19% more ownership

Funds ownership: 20.36%21.55% (+1.2%)

2% more capital invested

Capital invested by funds: $17.4M → $17.7M (+$302K)

Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
20
Reduced
11
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$81.8K +$1.02K +203 +1%
UBS Group
27
UBS Group
Switzerland
$77.5K -$3.91K -778 -5%
KA
28
Kovack Advisors
Florida
$77.1K +$2.81K +559 +4%
MWP
29
Madison Wealth Partners
Wisconsin
$76.5K +$80.4K +16,000 New
MAG
30
M3 Advisory Group
Massachusetts
$75.7K +$3.73K +742 +5%
TA
31
Tactive Advisors
Florida
$73.4K +$77.2K +15,354 New
SFA
32
Sequoia Financial Advisors
Ohio
$72.1K
IFG
33
Independent Financial Group
California
$71.2K -$15.1K -3,000 -17%
HighTower Advisors
34
HighTower Advisors
Illinois
$65.3K +$68.6K +13,652 New
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$63.7K +$829 +165 +1%
GVAG
36
Great Valley Advisor Group
Delaware
$61.7K
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$55.4K +$58.3K +11,593 New
AAS
38
Ameritas Advisory Services
Nebraska
$51.8K +$54.5K +10,843 New
NCM
39
Next Capital Management
New York
$47.8K
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$37K -$578 -115 -1%
WAM
41
Wolverine Asset Management
Illinois
$35.2K -$58.1K -11,565 -61%
TJHA
42
Thomas J. Herzfeld Advisors
Florida
$31.6K +$22.9K +4,562 +222%
AG
43
AmeriFlex Group
Nevada
$26.3K +$27.6K +5,500 New
ASN
44
Advisory Services Network
Georgia
$21.1K +$22.2K +4,412 New
AF
45
Allworth Financial
California
$17.5K +$5.03K +1,000 +38%
HWP
46
Highline Wealth Partners
California
$10.3K
Osaic Holdings
47
Osaic Holdings
Arizona
$9.39K -$118K -23,506 -92%
Jones Financial Companies
48
Jones Financial Companies
Missouri
$4.84K +$5.03K +1,000 New
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$3.98K +$4.18K +831 New
IA
50
IFP Advisors
Florida
$779 +$40 +8 +5%

EDF Hedge Fund Activity: Q1 2026 in Review

50 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Virtus Stone Harbor Emerging Markets Income Fund (EDF) for Q1 2026, worth a combined $17.7M — up 1.7% from $17.4M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EDF positions and 9 closed out — a net gain of 5 holders — while 20 added to existing stakes and 11 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $1,000K. The largest seller was J.W. Cole Advisors, exiting entirely with an estimated $1.81M sold.

  • 50 institutional investors held Virtus Stone Harbor Emerging Markets Income Fund (EDF) as of Q1 2026, up from 45 in Q4 2025.
  • Funds reported $17.7M of Virtus Stone Harbor Emerging Markets Income Fund stock for Q1 2026, up 1.7% quarter-over-quarter.
  • 14 funds opened new Virtus Stone Harbor Emerging Markets Income Fund positions in Q1 2026 and 9 closed out, a net change of +5 holders.
  • The largest Virtus Stone Harbor Emerging Markets Income Fund buyer in Q1 2026 was Envestnet Asset Management, an estimated $1,000K added.
  • The largest Virtus Stone Harbor Emerging Markets Income Fund seller in Q1 2026 was J.W. Cole Advisors, an estimated $1.81M sold.

Based on aggregated 13F filings for Q1 2026.