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EDF

Virtus Stone Harbor Emerging Markets Income Fund

45 hedge funds and large institutions have $17.4M invested in Virtus Stone Harbor Emerging Markets Income Fund in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

21% more capital invested

Capital invested by funds: $14.3M → $17.4M (+$3.06M)

13% more funds holding

Funds holding: 4045 (+5)

3.84% more ownership

Funds ownership: 16.52%20.36% (+3.8%)

Holders
45
Holders Change
+5
Holders Change %
+12.5%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
14
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.58M +$381K +77,402 +9%
JWCA
2
J.W. Cole Advisors
Florida
$1.81M -$153K -31,122 -8%
AIA
3
Absolute Investment Advisers
Florida
$1.77M +$1.75M +354,958 New
LPL Financial
4
LPL Financial
California
$1.18M -$51.9K -10,546 -4%
WS
5
Wedbush Securities
California
$1.15M +$41.8K +8,500 +4%
Baird Financial Group
6
Baird Financial Group
Wisconsin
$929K +$274K +55,717 +42%
Raymond James Financial
7
Raymond James Financial
Florida
$666K +$251K +51,058 +61%
NA
8
NewEdge Advisors
Louisiana
$634K -$29.7K -6,029 -5%
KAS
9
Kestra Advisory Services
Texas
$564K -$238K -48,290 -30%
MC
10
Moors & Cabot
Massachusetts
$487K -$95.9K -19,475 -17%
DAS
11
Dynamic Advisor Solutions
Arizona
$463K -$14.6K -2,960 -3%
JSW
12
Journey Strategic Wealth
New Jersey
$432K +$305K +62,000 +248%
EA
13
Eclectic Associates
California
$379K +$375K +76,223 New
QL
14
Quarry LP
New York
$336K +$333K +67,608 New
Nomura Holdings
15
Nomura Holdings
Japan
$199K +$197K +40,000 New
ACM
16
Arlington Capital Management
Illinois
$149K -$11.2K -2,280 -7%
KPWS
17
Kestra Private Wealth Services
Texas
$137K +$21.4K +4,342 +19%
Osaic Holdings
18
Osaic Holdings
Arizona
$127K +$69K +14,019 +122%
CFD
19
Creative Financial Designs
Indiana
$108K +$310 +63 +0.3%
MWM
20
Melfa Wealth Management
Massachusetts
$107K
WAM
21
Wolverine Asset Management
Illinois
$94.1K +$93.2K +18,927 New
IFG
22
Independent Financial Group
California
$89K
UBS Group
23
UBS Group
Switzerland
$84.4K -$18.4K -3,729 -18%
Stifel Financial
24
Stifel Financial
Missouri
$84.1K +$2.83K +576 +4%
KA
25
Kovack Advisors
Florida
$77.3K +$76.6K +15,554 New

EDF Hedge Fund Activity: Q4 2025 in Review

45 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Virtus Stone Harbor Emerging Markets Income Fund (EDF) for Q4 2025, worth a combined $17.4M — up 21% from $14.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EDF positions and 5 closed out — a net gain of 5 holders — while 14 added to existing stakes and 11 trimmed.

The largest buyer was Absolute Investment Advisers, opening a new position worth an estimated $1.75M. The largest seller was Kestra Advisory Services, cutting an estimated $238K.

  • 45 institutional investors held Virtus Stone Harbor Emerging Markets Income Fund (EDF) as of Q4 2025, up from 40 in Q3 2025.
  • Funds reported $17.4M of Virtus Stone Harbor Emerging Markets Income Fund stock for Q4 2025, up 21% quarter-over-quarter.
  • 10 funds opened new Virtus Stone Harbor Emerging Markets Income Fund positions in Q4 2025 and 5 closed out, a net change of +5 holders.
  • The largest Virtus Stone Harbor Emerging Markets Income Fund buyer in Q4 2025 was Absolute Investment Advisers, an estimated $1.75M added.
  • The largest Virtus Stone Harbor Emerging Markets Income Fund seller in Q4 2025 was Kestra Advisory Services, an estimated $238K sold.

Based on aggregated 13F filings for Q4 2025.