Western Asset Investment Grade Income Fund
PAI
34 hedge funds and large institutions have $27.4M invested in Western Asset Investment Grade Income Fund in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
3% more funds holding
Funds holding: 33 → 34 (+1)
2% more capital invested
Capital invested by funds: $26.9M → $27.4M (+$531K)
0.22% more ownership
Funds ownership: 21.99% → 22.21% (+0.22%)
9% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
SeaBridge Investment Advisors
Summit,
New Jersey
|
+$516K |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$181K |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$147K |
| 4 |
MCP
Martin Capital Partners
Eugene,
Oregon
|
+$138K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$137K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$519K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$336K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$259K |
| 4 |
CSIC
Clifford Swan Investment Counsel
Pasadena,
California
|
-$91.3K |
| 5 |
Morgan Stanley
New York
|
-$57.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFS
26
Shaker Financial Services
Arlington,
Virginia
| $145K | +$137K | +11,110 | New |
|
|
FPAS
27
Focus Partners Advisor Solutions
Saint Louis,
Missouri
| $143K | +$136K | +11,021 | New |
|
28
Osaic Holdings
Scottsdale,
Arizona
| $102K | – | – | – |
|
|
FCMT
29
Founders Capital Management (Texas)
Houston,
Texas
| $40.8K | – | – | – |
|
30
Comerica Bank
Dallas,
Texas
| $31.8K | – | – | – |
|
|
CFD
31
Creative Financial Designs
Kokomo,
Indiana
| $19.5K | – | – | – |
|
32
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $6K | – | – | – |
|
33
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $2.67K | +$25 | +2 | +1% |
|
34
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $1.82K | – | – | – |
|
|
35
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$259K | -20,122 | Closed |
|
PAI Hedge Fund Activity: Q2 2025 in Review
34 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Western Asset Investment Grade Income Fund (PAI) for Q2 2025, worth a combined $27.4M — up 2% from $26.9M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new PAI positions and 1 closed out — a net gain of 1 holder — while 10 added to existing stakes and 11 trimmed.
The largest buyer was SeaBridge Investment Advisors, adding an estimated $516K. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $519K.
- 34 institutional investors held Western Asset Investment Grade Income Fund (PAI) as of Q2 2025, up from 33 in Q1 2025.
- Funds reported $27.4M of Western Asset Investment Grade Income Fund stock for Q2 2025, up 2% quarter-over-quarter.
- 2 funds opened new Western Asset Investment Grade Income Fund positions in Q2 2025 and 1 closed out, a net change of +1 holder.
- The largest Western Asset Investment Grade Income Fund buyer in Q2 2025 was SeaBridge Investment Advisors, an estimated $516K added.
- The largest Western Asset Investment Grade Income Fund seller in Q2 2025 was Hennion & Walsh Asset Management, an estimated $519K sold.
Based on aggregated 13F filings for Q2 2025.