PIM

Putnam Master Intermediate Income Trust

58 hedge funds and large institutions have $96.3M invested in Putnam Master Intermediate Income Trust in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
26
Comerica Bank
Texas
$121K
WCG
27
Weaver Consulting Group
California
$120K
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$113K
MYIA
29
Mount Yale Investment Advisors
Colorado
$95.3K
UBS Group
30
UBS Group
Switzerland
$88K
Osaic Holdings
31
Osaic Holdings
Arizona
$77.3K
CCM
32
Coldstream Capital Management
Washington
$76.4K
BFS
33
Bard Financial Services
Connecticut
$74.1K
VAG
34
VisionPoint Advisory Group
Texas
$72.4K
SWP
35
Stratos Wealth Partners
Ohio
$71.1K
NFC
36
Northstar Financial Companies
Pennsylvania
$69.6K
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$59K
Baird Financial Group
38
Baird Financial Group
Wisconsin
$55K
GLLW
39
Graves Light Lenhart Wealth
Virginia
$49.2K
Koshinski Asset Management
40
Koshinski Asset Management
Illinois
$48.2K
SRC
41
Shufro Rose & Co
New York
$36.5K
GP
42
Gridiron Partners
Pennsylvania
$36.1K
CPIG
43
Chicago Partners Investment Group
Illinois
$35.5K
WP
44
WealthShield Partners
North Carolina
$34.4K
KFI
45
Key Financial Inc
Pennsylvania
$32.5K
GWSA
46
Global Wealth Strategies & Associates
Colorado
$31.7K
Wells Fargo
47
Wells Fargo
California
$18.4K
MCM
48
MAI Capital Management
Ohio
$17.2K
RIL
49
Rothschild Investment LLC
Illinois
$16.8K
Bank of America
50
Bank of America
North Carolina
$12.2K