PAI

Western Asset Investment Grade Income Fund

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, 11 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
+1
Holders Change %
+3.03%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
11
Reduced
11
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$8.81M +$155K +11,950 +2%
SIA
2
SeaBridge Investment Advisors
New Jersey
$3.85M +$543K +41,842 +16%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$2.77M -$546K -42,088 -16%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$2.26M +$108K +8,461 +5%
GC
5
Guggenheim Capital
Illinois
$1.81M -$353K -27,203 -16%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$1.1M -$11.3K -873 -1%
LPL Financial
7
LPL Financial
California
$759K +$67.1K +5,168 +10%
Raymond James Financial
8
Raymond James Financial
Florida
$572K -$5.87K -452 -1%
Stifel Financial
9
Stifel Financial
Missouri
$507K +$46.5K +3,585 +10%
ACP
10
Aviance Capital Partners
Florida
$448K +$69.7K +5,368 +18%
CSIC
11
Clifford Swan Investment Counsel
California
$435K -$96.1K -7,400 -18%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$413K +$190K +14,644 +85%
MCWA
13
Meadow Creek Wealth Advisors
Georgia
$380K
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$360K
Morgan Stanley
15
Morgan Stanley
New York
$295K -$60.5K -4,659 -17%
MCP
16
Martin Capital Partners
Oregon
$295K +$145K +11,219 +97%
SG
17
StoneX Group
New York
$258K
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$256K -$13K -1,000 -5%
UBS Group
19
UBS Group
Switzerland
$230K +$32.9K +2,535 +17%
WCM
20
Whitener Capital Management
North Carolina
$214K -$234 -18 -0.1%
TPW
21
Transatlantique Private Wealth
New York
$198K
GHAM
22
Gilman Hill Asset Management
Connecticut
$195K
Wells Fargo
23
Wells Fargo
California
$176K -$22.9K -1,763 -12%
Bank of America
24
Bank of America
North Carolina
$167K -$13 -1 -0%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$147K -$1.46K -112 -1%