Who Owns Western Asset Investment Grade Defined Opportunity Trust Inc. (IGI)?Hedge Fund & Institutional Holders
Institutional Holders
30
as of Q4 2025
Total Institutional Value
$1.2000627450792e+54T
% of Float Held
—
QoQ Change in Holders
+9 / -4
Price History
IGI — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | Increased | +297K | +$4.1M |
| Whipplewood Advisors, LLC | New Position | +60K | +$993K |
| WOLVERINE ASSET MANAGEMENT LLC | New Position | +54K | +$896K |
| Hennion & Walsh Asset Management, Inc. | New Position | +37K | +$603K |
| MELFA WEALTH MANAGEMENT, INC. | New Position | +10K | +$172K |
| Noble Wealth Management PBC | New Position | +2K | +$32K |
| Olistico Wealth, LLC | New Position | +1K | +$24K |
| Janney Montgomery Scott LLC | New Position | +30K | +$0 |
| Arax Advisory Partners | New Position | +2K | +$0 |
| JONES FINANCIAL COMPANIES LLLP | New Position | +4K | +$0 |
| STIFEL FINANCIAL CORP | Increased | +6K | +$-170.5M |
| AMERIPRISE FINANCIAL INC | Increased | +2K | +$-251.3M |
| WELLS FARGO & COMPANY/MN | Increased | +18K | +$-961.8M |
| RAYMOND JAMES FINANCIAL INC | Increased | +1K | +$-1.5B |
| MORGAN STANLEY | Increased | +189 | +$-2.0B |
IGI — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| UBS Group AG | Decreased | -20K | -$5.5B |
| GUGGENHEIM CAPITAL LLC | Decreased | -6K | -$2.2B |
| BANK OF AMERICA CORP /DE/ | Decreased | -2K | -$449.8M |
| Rockefeller Capital Management L.P. | Decreased | -11K | -$230.3M |
| ROYAL BANK OF CANADA | Decreased | -39 | -$120.0M |
| COMERICA BANK | Closed Position | -2K | -$31.7M |
| NewEdge Advisors, LLC | Closed Position | -225 | -$3.8M |
| SUMMIT SECURITIES GROUP LLC | Closed Position | -200 | -$3.3M |
| FNY Investment Advisers, LLC | Closed Position | -300 | -$5K |
Top Institutional Holders(Q4 2025)
IGI Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 25 | $31.1M | +5 |
| Q3 2025 | 20 | $18.9B | -5 |
| Q2 2025 | 25 | $16.4B | -5 |
| Q1 2025 | 30 | $19.3B | +3 |
| Q4 2024 | 27 | $1.4T | -4 |
| Q3 2024 | 31 | $41.6T | -1 |
| Q2 2024 | 32 | $41.2T | +2 |
| Q1 2024 | 30 | $39.6T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 30 institutional investors hold IGI (Western Asset Investment Grade Defined Opportunity Trust Inc.). The largest holder is SIT INVESTMENT ASSOCIATES INC with $12.0M in shares. This quarter, 9 institutions opened new positions and 4 closed their positions.
Frequently Asked Questions
How many hedge funds own IGI?
As of Q4 2025, 30 institutional investors report holding IGI (Western Asset Investment Grade Defined Opportunity Trust Inc.) in their 13F filings.
Who is the largest institutional holder of IGI?
The largest institutional holder of IGI is SIT INVESTMENT ASSOCIATES INC with $12.0M in shares.
Is institutional ownership of IGI increasing or decreasing?
This quarter, 9 institutions opened new positions in IGI and 4 closed their positions.