Western Asset Investment Grade Income Fund
PAI
32 hedge funds and large institutions have $26.7M invested in Western Asset Investment Grade Income Fund in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 4 closing their positions.
0.33% less ownership
Funds ownership: 22.21% → 21.88% (-0.33%)
3% less capital invested
Capital invested by funds: $27.4M → $26.7M (-$732K)
6% less funds holding
Funds holding: 34 → 32 (-2)
17% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 12
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$588K |
| 2 |
LPL Financial
San Diego,
California
|
+$417K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$148K |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$144K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$120K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$374K |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$360K |
| 3 |
SIA
SeaBridge Investment Advisors
Summit,
New Jersey
|
-$270K |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$256K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$230K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAM
26
Wolverine Asset Management
Chicago,
Illinois
| $121K | +$120K | +9,404 | New |
|
27
Osaic Holdings
Scottsdale,
Arizona
| $107K | +$7.2K | +563 | +7% |
|
28
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $51K | +$44.8K | +3,500 | +761% |
|
|
FCMT
29
Founders Capital Management (Texas)
Houston,
Texas
| $40.3K | – | – | – |
|
30
Comerica Bank
Dallas,
Texas
| $31.4K | – | – | – |
|
|
CFD
31
Creative Financial Designs
Kokomo,
Indiana
| $19.2K | – | – | – |
|
32
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $1.79K | – | – | – |
|
|
33
Allspring Global Investments
Charlotte,
North Carolina
| – | -$360K | -27,714 | Closed |
|
|
34
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$256K | -19,732 | Closed |
|
|
FPAS
35
Focus Partners Advisor Solutions
Saint Louis,
Missouri
| – | -$143K | -11,021 | Closed |
|
36
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$2.67K | -205 | Closed |
|
PAI Hedge Fund Activity: Q3 2025 in Review
32 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Western Asset Investment Grade Income Fund (PAI) for Q3 2025, worth a combined $26.7M — down 2.7% from $27.4M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of PAI and 2 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 10 added.
The largest buyer was Shaker Financial Services, adding an estimated $588K. The largest seller was 1607 Capital Partners, cutting an estimated $374K.
- 32 institutional investors held Western Asset Investment Grade Income Fund (PAI) as of Q3 2025, down from 34 in Q2 2025.
- Funds reported $26.7M of Western Asset Investment Grade Income Fund stock for Q3 2025, down 2.7% quarter-over-quarter.
- 2 funds opened new Western Asset Investment Grade Income Fund positions in Q3 2025 and 4 closed out, a net change of -2 holders.
- The largest Western Asset Investment Grade Income Fund buyer in Q3 2025 was Shaker Financial Services, an estimated $588K added.
- The largest Western Asset Investment Grade Income Fund seller in Q3 2025 was 1607 Capital Partners, an estimated $374K sold.
Based on aggregated 13F filings for Q3 2025.