Western Asset Investment Grade Defined Opportunity Trust
29 hedge funds and large institutions have $26.6M invested in Western Asset Investment Grade Defined Opportunity Trust in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 3 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 8
13% more capital invested
Capital invested by funds: $23.5M → $26.6M (+$3.11M)
3.11% more ownership
Funds ownership: 23.61% → 26.72% (+3.1%)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
3% less funds holding
Funds holding: 30 → 29 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.16M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$1.06M |
| 3 |
WA
Whipplewood Advisors
Littleton,
Colorado
|
+$969K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$607K |
| 5 |
Rockefeller Capital Management
New York
|
+$372K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$671K |
| 2 |
OHWP
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
-$244K |
| 3 |
DI
Diligent Investors
Redlands,
California
|
-$166K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$161K |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$92.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ANBT
26
American National Bank & Trust
Wichita Falls,
Texas
| $9.52K | -$2.36K | -145 | -20% |
|
|
FIA
27
FNY Investment Advisers
New York
| $4K | – | – | – |
|
|
NA
28
NewEdge Advisors
New Orleans,
Louisiana
| $3.73K | – | – | – |
|
29
Citigroup
New York
| $17 | – | – | – |
|
|
OHWP
30
Oak Harbor Wealth Partners
Raleigh,
North Carolina
| – | -$244K | -14,740 | Closed |
|
|
DI
31
Diligent Investors
Redlands,
California
| – | -$166K | -10,000 | Closed |
|
|
HCP
32
Hexagon Capital Partners
Rogers,
Arkansas
| – | -$27.1K | -1,633 | Closed |
|
IGI Hedge Fund Activity: Q2 2025 in Review
29 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Western Asset Investment Grade Defined Opportunity Trust (IGI) for Q2 2025, worth a combined $26.6M — up 13% from $23.5M a quarter earlier.
Fund positioning in IGI was balanced in Q2 2025: 3 funds opened new positions, 3 closed out, 11 added to existing stakes and 8 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $1.16M. The largest seller was UBS Group, cutting an estimated $671K.
- 29 institutional investors held Western Asset Investment Grade Defined Opportunity Trust (IGI) as of Q2 2025, down from 30 in Q1 2025.
- Funds reported $26.6M of Western Asset Investment Grade Defined Opportunity Trust stock for Q2 2025, up 13% quarter-over-quarter.
- 3 funds opened new Western Asset Investment Grade Defined Opportunity Trust positions in Q2 2025 and 3 closed out, a net change of 0 holders.
- The largest Western Asset Investment Grade Defined Opportunity Trust buyer in Q2 2025 was Sit Investment Associates, an estimated $1.16M added.
- The largest Western Asset Investment Grade Defined Opportunity Trust seller in Q2 2025 was UBS Group, an estimated $671K sold.
Based on aggregated 13F filings for Q2 2025.