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PIM

Franklin Master Intermediate Income Trust
PIM

58 hedge funds and large institutions have $92.5M invested in Franklin Master Intermediate Income Trust in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

2% more capital invested

Capital invested by funds: $90.8M → $92.5M (+$1.71M)

0.37% more ownership

Funds ownership: 56.76% → 57.13% (+0.37%)

0% more funds holding

Funds holding: 58 → 58 (0)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
58
Holders Change
–
Holders Change %
0%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
15
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$1.86M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$559K
3
PM
Penbrook Management
New York
+$488K
4
AF
Allworth Financial
California
+$219K
5
LPL Financial
LPL Financial
California
+$135K

Top Sellers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$1.19M
2
SFS
Shaker Financial Services
Virginia
-$197K
3
PAM
PVG Asset Management
Colorado
-$156K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$134K
5
TCA
Transcend Capital Advisors
New Jersey
-$87K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$85K – – –
CCM
27
Coldstream Capital Management
Washington
$73K +$1.41K +426 +2%
Osaic Holdings
28
Osaic Holdings
Arizona
$72.6K -$3.3K -1,000 -4%
BFS
29
Bard Financial Services
Connecticut
$72.2K – – –
NFC
30
Northstar Financial Companies
Pennsylvania
$67.8K – – –
SWP
31
Stratos Wealth Partners
Ohio
$67.6K +$3.71K +1,124 +6%
APP
32
Avantax Planning Partners
Iowa
$56.8K +$56K +16,969 New
WFA
33
WMG Financial Advisors
Tennessee
$55.9K -$9.91K -3,000 -15%
AAS
34
Avantax Advisory Services
Texas
$55.9K +$1.08K +326 +2%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$55K -$69.5K -21,046 -56%
GLLW
36
Graves Light Lenhart Wealth
Virginia
$47.9K – – –
Koshinski Asset Management
37
Koshinski Asset Management
Illinois
$46.9K – – –
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$42.9K – – –
HF
39
HRT Financial
New York
$40K +$39.6K +11,988 New
SRC
40
Shufro Rose & Co
New York
$36.5K – – –
CIA
41
Concurrent Investment Advisors
Florida
$35.6K – – –
GP
42
Gridiron Partners
Pennsylvania
$35.2K – – –
VAG
43
VisionPoint Advisory Group
Texas
$35.2K +$34.7K +10,500 New
CPIG
44
Chicago Partners Investment Group
Illinois
$34.8K +$452 +137 +1%
WP
45
WealthShield Partners
North Carolina
$33.5K – – –
KFI
46
Key Financial Inc
Pennsylvania
$31.8K – – –
Comerica Bank
47
Comerica Bank
Texas
$30.8K – – –
Raymond James Financial
48
Raymond James Financial
Florida
$24.5K +$24.2K +7,324 New
Wells Fargo
49
Wells Fargo
California
$17.9K – – –
MCM
50
MAI Capital Management
Ohio
$16.8K – – –
1
2
3

PIM Hedge Fund Activity: Q2 2025 in Review

58 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Franklin Master Intermediate Income Trust (PIM) for Q2 2025, worth a combined $92.5M — up 1.9% from $90.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PIM positions and 7 closed out — a net gain of 2 holders — while 15 added to existing stakes and 14 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $1.86M. The largest seller was Allspring Global Investments, cutting an estimated $1.19M.

  • 58 institutional investors held Franklin Master Intermediate Income Trust (PIM) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $92.5M of Franklin Master Intermediate Income Trust stock for Q2 2025, up 1.9% quarter-over-quarter.
  • 9 funds opened new Franklin Master Intermediate Income Trust positions in Q2 2025 and 7 closed out, a net change of +2 holders.
  • The largest Franklin Master Intermediate Income Trust buyer in Q2 2025 was Sit Investment Associates, an estimated $1.86M added.
  • The largest Franklin Master Intermediate Income Trust seller in Q2 2025 was Allspring Global Investments, an estimated $1.19M sold.

Based on aggregated 13F filings for Q2 2025.