Who Owns Virtus Stone Harbor Emerging Markets Income Fund (EDF)?Hedge Fund & Institutional Holders

$5.15+0.09 (+1.78%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.8100001771240378e+145T

% of Float Held

—

QoQ Change in Holders

+13 / -4

Price History

$4.27$4.54$4.80$5.07$5.34Sep 24Jun 25Mar 26

EDF — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
J.W. COLE ADVISORS, INC.New Position+364K+$1.8B
ABSOLUTE INVESTMENT ADVISERS, LLCNew Position+355K+$1.8B
ECLECTIC ASSOCIATES INC /ADVNew Position+76K+$378.0M
Quarry LPNew Position+68K+$336.0M
MELFA WEALTH MANAGEMENT, INC.New Position+22K+$107.0M
WOLVERINE ASSET MANAGEMENT LLCNew Position+19K+$94.0M
CoreCap Advisors, LLCNew Position+15K+$74.0M
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.New Position+13K+$65.0M
Next Capital Management LLCNew Position+10K+$49.0M
Kovack Advisors, Inc.New Position+16K+$2.0M
Blue Trust, Inc.New Position+525+$2.0M
M3 Advisory Group, LLCIncreased+362+$571K
Sequoia Financial Advisors, LLCNew Position+15K+$75K
KESTRA PRIVATE WEALTH SERVICES, LLCIncreased+4K+$20K
CWM, LLCNew Position+583+$3K

EDF — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-11K-$1.3B
NewEdge Advisors, LLCDecreased-6K-$674.8M
Moors & Cabot, Inc.Decreased-19K-$593.2M
Dynamic Advisor Solutions LLCDecreased-3K-$485.1M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-22K-$110.2M
Cetera Investment AdvisersDecreased-4K-$87.8M
JANE STREET GROUP, LLCClosed Position-17K-$83.8M
GREAT VALLEY ADVISOR GROUP, INC.Decreased-3K-$77.8M
Advisory Services Network, LLCClosed Position-6K-$30.3M
UBS Group AGDecreased-4K-$21.6M
Arlington Capital Management, Inc.Decreased-2K-$14.9M
Kestra Advisory Services, LLCDecreased-48K-$816K
HRT FINANCIAL LPClosed Position-28K-$140K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1J.W. COLE ADVISORS, INC.364,258$1.8B0.04%Share
2ABSOLUTE INVESTMENT ADVISERS, LLC354,958$1.8B0.20%Share
3ECLECTIC ASSOCIATES INC /ADV76,223$378.0M0.06%Share
4Quarry LP67,608$336.0M0.05%Share
5Arlington Capital Management, Inc.29,972$148.0M0.09%Share
6MELFA WEALTH MANAGEMENT, INC.21,557$107.0M0.06%Share
7CREATIVE FINANCIAL DESIGNS INC /ADV21,650$107.0M0.01%Share
8WOLVERINE ASSET MANAGEMENT LLC18,927$94.0M0.00%Share
9UBS Group AG15,672$77.0M0.00%Share
10M3 Advisory Group, LLC15,100$75.0M0.05%Share
11CoreCap Advisors, LLC14,939$74.0M0.00%Share
12Next Capital Management LLC10,000$49.0M0.02%Share
13LANDSCAPE CAPITAL MANAGEMENT, L.L.C.6,923$34.0M0.00%Share
14LANDSCAPE CAPITAL MANAGEMENT, L.L.C.3,830$19.0M0.00%Share
15LANDSCAPE CAPITAL MANAGEMENT, L.L.C.2,531$12.0M0.00%Share
16Thomas J. Herzfeld Advisors, Inc.2,052$10.0M0.00%Share
17HIGHLINE WEALTH PARTNERS LLC2,150$10.0M0.00%Share
18UBS Group AG1,288$6.0M0.00%Share
19MORGAN STANLEY921,402$4.0M0.00%Share
20Blue Trust, Inc.525$2.0M0.00%Share
21TCTC Holdings, LLC600$2.0M0.00%Share
22Kovack Advisors, Inc.15,554$2.0M0.00%Share
23WEDBUSH SECURITIES INC230,442$1.0M0.03%Share
24LPL Financial LLC237,448$1.0M0.00%Share
25Dynamic Advisor Solutions LLC93,193$463K0.01%Share
26KESTRA PRIVATE WEALTH SERVICES, LLC27,582$137K0.00%Share
27Sequoia Financial Advisors, LLC15,093$75K0.00%Share
28One Capital Management, LLC12,446$61K0.00%Share
29Allworth Financial LP2,662$13K0.00%Share
30CWM, LLC583$3K0.00%Share
31MORGAN STANLEY1$00.00%Share
32ROYAL BANK OF CANADA7,818$00.00%Share
33UBS Group AG31$00.00%Share
34Kestra Advisory Services, LLC113,455$00.00%Share
35MAI Capital Management1,000$00.00%Share
36GREAT VALLEY ADVISOR GROUP, INC.12,900$00.00%Share
37JOURNEY STRATEGIC WEALTH LLC87,000$00.00%Share
38CITADEL ADVISORS LLC13,657$00.00%Share
39Cetera Investment Advisers13,168$00.00%Share
40Moors & Cabot, Inc.98,000$00.00%Share
41IFP Advisors, Inc155$00.00%Share
42WELLS FARGO & COMPANY/MN9,113$00.00%Share
43NewEdge Advisors, LLC127,596$00.00%Share
44RAYMOND JAMES FINANCIAL INC10,343$00.00%Share
45RAYMOND JAMES FINANCIAL INC123,737$00.00%Share
46BANK OF AMERICA CORP /DE/4,983$00.00%Share
47Baird Financial Group, Inc.187,011$00.00%Share
48STIFEL FINANCIAL CORP16,920$00.00%Share
49OSAIC HOLDINGS, INC.24,266$00.00%Share
50NOMURA HOLDINGS INC40,000$00.00%Share

EDF Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202544$5.1B+12
Q3 202532$5.4B+2
Q2 202530$6.6B+0
Q1 202530$13.8B-3
Q4 202433$195.3B+8
Q3 202425$2.0T+2
Q2 202423$712.3B+0
Q1 202423$921.4B—

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As of Q4 2025, 50 institutional investors hold EDF (Virtus Stone Harbor Emerging Markets Income Fund). The largest holder is J.W. COLE ADVISORS, INC. with $1.8B in shares. This quarter, 13 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own EDF?

As of Q4 2025, 50 institutional investors report holding EDF (Virtus Stone Harbor Emerging Markets Income Fund) in their 13F filings.

Who is the largest institutional holder of EDF?

The largest institutional holder of EDF is J.W. COLE ADVISORS, INC. with $1.8B in shares.

Is institutional ownership of EDF increasing or decreasing?

This quarter, 13 institutions opened new positions in EDF and 4 closed their positions.