Western Asset Investment Grade Defined Opportunity Trust
28 hedge funds and large institutions have $31.3M invested in Western Asset Investment Grade Defined Opportunity Trust in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 4 closing their positions.
18% more capital invested
Capital invested by funds: $26.6M → $31.3M (+$4.75M)
4.57% more ownership
Funds ownership: 26.72% → 31.29% (+4.6%)
3% less funds holding
Funds holding: 29 → 28 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
33% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.28M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$2.05M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$490K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$386K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$110K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$167K |
| 2 |
Rockefeller Capital Management
New York
|
-$150K |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
-$121K |
| 4 |
Morgan Stanley
New York
|
-$95.7K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$70.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NA
26
NewEdge Advisors
New Orleans,
Louisiana
| $3.75K | – | – | – |
|
|
SSG
27
Summit Securities Group
New York
| $3.34K | +$3.32K | +200 | New |
|
28
Citigroup
New York
| $17 | – | – | – |
|
|
29
LPL Financial
San Diego,
California
| – | -$167K | -10,044 | Closed |
|
|
OW
30
Olistico Wealth
Tulsa,
Oklahoma
| – | -$24.3K | -1,468 | Closed |
|
|
SIS
31
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$17.5K | -1,058 | Closed |
|
|
ANBT
32
American National Bank & Trust
Wichita Falls,
Texas
| – | -$9.52K | -574 | Closed |
|
IGI Hedge Fund Activity: Q3 2025 in Review
28 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Western Asset Investment Grade Defined Opportunity Trust (IGI) for Q3 2025, worth a combined $31.3M — up 18% from $26.6M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of IGI and 3 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 6 added.
The largest buyer was Sit Investment Associates, adding an estimated $2.28M. The largest seller was LPL Financial, exiting entirely with an estimated $167K sold.
- 28 institutional investors held Western Asset Investment Grade Defined Opportunity Trust (IGI) as of Q3 2025, down from 29 in Q2 2025.
- Funds reported $31.3M of Western Asset Investment Grade Defined Opportunity Trust stock for Q3 2025, up 18% quarter-over-quarter.
- 3 funds opened new Western Asset Investment Grade Defined Opportunity Trust positions in Q3 2025 and 4 closed out, a net change of -1 holder.
- The largest Western Asset Investment Grade Defined Opportunity Trust buyer in Q3 2025 was Sit Investment Associates, an estimated $2.28M added.
- The largest Western Asset Investment Grade Defined Opportunity Trust seller in Q3 2025 was LPL Financial, an estimated $167K sold.
Based on aggregated 13F filings for Q3 2025.