Western Asset Investment Grade Defined Opportunity Trust
26 hedge funds and large institutions have $37.2M invested in Western Asset Investment Grade Defined Opportunity Trust in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 5 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
19% more capital invested
Capital invested by funds: $31.3M → $37.2M (+$5.85M)
6.27% more ownership
Funds ownership: 31.29% → 37.57% (+6.3%)
7% less funds holding
Funds holding: 28 → 26 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$4.92M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$1.82M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$908K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$301K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$104K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$796K |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$446K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$324K |
| 4 |
Rockefeller Capital Management
New York
|
-$179K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$93.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citigroup
New York
| $17 | – | – | – |
|
|
SFS
27
Shaker Financial Services
Arlington,
Virginia
| – | -$446K | -26,623 | Closed |
|
28
Comerica Bank
Dallas,
Texas
| – | -$31.7K | -1,900 | Closed |
|
|
FIA
29
FNY Investment Advisers
New York
| – | -$5K | -300 | Closed |
|
|
NA
30
NewEdge Advisors
New Orleans,
Louisiana
| – | -$3.75K | -225 | Closed |
|
|
SSG
31
Summit Securities Group
New York
| – | -$3.34K | -200 | Closed |
|
IGI Hedge Fund Activity: Q4 2025 in Review
26 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Western Asset Investment Grade Defined Opportunity Trust (IGI) for Q4 2025, worth a combined $37.2M — up 19% from $31.3M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of IGI and 3 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 10 added.
The largest buyer was Sit Investment Associates, adding an estimated $4.92M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $796K.
- 26 institutional investors held Western Asset Investment Grade Defined Opportunity Trust (IGI) as of Q4 2025, down from 28 in Q3 2025.
- Funds reported $37.2M of Western Asset Investment Grade Defined Opportunity Trust stock for Q4 2025, up 19% quarter-over-quarter.
- 3 funds opened new Western Asset Investment Grade Defined Opportunity Trust positions in Q4 2025 and 5 closed out, a net change of -2 holders.
- The largest Western Asset Investment Grade Defined Opportunity Trust buyer in Q4 2025 was Sit Investment Associates, an estimated $4.92M added.
- The largest Western Asset Investment Grade Defined Opportunity Trust seller in Q4 2025 was Hennion & Walsh Asset Management, an estimated $796K sold.
Based on aggregated 13F filings for Q4 2025.