Western Asset Investment Grade Income Fund
PAI
33 hedge funds and large institutions have $26.9M invested in Western Asset Investment Grade Income Fund in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 3 closing their positions.
0% more capital invested
Capital invested by funds: $26.9M → $26.9M (+$3.08K)
0% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 11
0.58% less ownership
Funds ownership: 22.57% → 21.99% (-0.58%)
6% less funds holding
Funds holding: 35 → 33 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
SeaBridge Investment Advisors
Summit,
New Jersey
|
+$1.37M |
| 2 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$521K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$253K |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$161K |
| 5 |
ACP
Aviance Capital Partners
Naples,
Florida
|
+$73.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$1.49M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$752K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$323K |
| 4 |
CSIC
Clifford Swan Investment Counsel
Pasadena,
California
|
-$189K |
| 5 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
-$181K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $147K | -$3.67K | -292 | -2% |
|
27
Osaic Holdings
Scottsdale,
Arizona
| $101K | +$9.61K | +764 | +11% |
|
|
FCMT
28
Founders Capital Management (Texas)
Houston,
Texas
| $40.3K | – | – | – |
|
29
Comerica Bank
Dallas,
Texas
| $31.5K | – | – | – |
|
|
CFD
30
Creative Financial Designs
Kokomo,
Indiana
| $19.3K | – | – | – |
|
31
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $6K | – | – | – |
|
32
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $2.61K | -$8.11K | -645 | -76% |
|
33
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $1.8K | – | – | – |
|
|
SFS
34
Shaker Financial Services
Arlington,
Virginia
| – | -$752K | -60,108 | Closed |
|
|
FPAS
35
Focus Partners Advisor Solutions
Saint Louis,
Missouri
| – | -$181K | -14,438 | Closed |
|
|
KBFS
36
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| – | -$24.3K | -1,939 | Closed |
|
PAI Hedge Fund Activity: Q1 2025 in Review
33 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Western Asset Investment Grade Income Fund (PAI) for Q1 2025, worth a combined $26.9M — up 0.01% from $26.9M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of PAI and 1 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 11 added.
The largest buyer was SeaBridge Investment Advisors, adding an estimated $1.37M. The largest seller was Allspring Global Investments, cutting an estimated $1.49M.
- 33 institutional investors held Western Asset Investment Grade Income Fund (PAI) as of Q1 2025, down from 35 in Q4 2024.
- Funds reported $26.9M of Western Asset Investment Grade Income Fund stock for Q1 2025, up 0.01% quarter-over-quarter.
- 1 fund opened new Western Asset Investment Grade Income Fund positions in Q1 2025 and 3 closed out, a net change of -2 holders.
- The largest Western Asset Investment Grade Income Fund buyer in Q1 2025 was SeaBridge Investment Advisors, an estimated $1.37M added.
- The largest Western Asset Investment Grade Income Fund seller in Q1 2025 was Allspring Global Investments, an estimated $1.49M sold.
Based on aggregated 13F filings for Q1 2025.