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 |
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.