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PIM

Franklin Master Intermediate Income Trust

60 hedge funds and large institutions have $96.7M invested in Franklin Master Intermediate Income Trust in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 11

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

3% more funds holding

Funds holding: 5860 (+2)

1.01% more ownership

Funds ownership: 57.13%58.13% (+1%)

4% more capital invested

Capital invested by funds: $92.5M → $96.7M (+$4.16M)

Holders
60
Holders Change
+2
Holders Change %
+3.45%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
21
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
26
PVG Asset Management
Colorado
$133K +$130K +38,582 New
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$128K +$82.5K +24,488 +191%
Comerica Bank
28
Comerica Bank
Texas
$121K +$87.3K +25,892 +281%
WCG
29
Weaver Consulting Group
California
$120K +$8.43K +2,500 +8%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$113K +$111K +32,813 New
MYIA
31
Mount Yale Investment Advisors
Colorado
$95.3K +$93.3K +27,700 New
UBS Group
32
UBS Group
Switzerland
$88K +$725 +215 +0.8%
Osaic Holdings
33
Osaic Holdings
Arizona
$77.3K +$4.68K +1,389 +6%
CCM
34
Coldstream Capital Management
Washington
$76.4K +$1.45K +429 +2%
BFS
35
Bard Financial Services
Connecticut
$74.1K
VAG
36
VisionPoint Advisory Group
Texas
$72.4K +$35.6K +10,559 +101%
SWP
37
Stratos Wealth Partners
Ohio
$71.1K +$1.61K +478 +2%
NFC
38
Northstar Financial Companies
Pennsylvania
$69.6K
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$59K +$1.95K +580 +4%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$55K +$53.9K +16,000 New
GLLW
41
Graves Light Lenhart Wealth
Virginia
$49.2K
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
$48.2K
SRC
43
Shufro Rose & Co
New York
$36.5K
GP
44
Gridiron Partners
Pennsylvania
$36.1K
CPIG
45
Chicago Partners Investment Group
Illinois
$35.5K +$233 +69 +0.7%
WP
46
WealthShield Partners
North Carolina
$34.4K
KFI
47
Key Financial Inc
Pennsylvania
$32.5K
GWSA
48
Global Wealth Strategies & Associates
Colorado
$31.7K +$31.1K +9,220 New
Wells Fargo
49
Wells Fargo
California
$18.4K +$20 +6 +0.1%
MCM
50
MAI Capital Management
Ohio
$17.2K

PIM Hedge Fund Activity: Q3 2025 in Review

60 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Franklin Master Intermediate Income Trust (PIM) for Q3 2025, worth a combined $96.7M — up 4.5% from $92.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PIM positions and 8 closed out — a net gain of 3 holders — while 21 added to existing stakes and 11 trimmed.

The largest buyer was Sheets Smith Investment Management, opening a new position worth an estimated $3.71M. The largest seller was 1607 Capital Partners, cutting an estimated $2.04M.

  • 60 institutional investors held Franklin Master Intermediate Income Trust (PIM) as of Q3 2025, up from 58 in Q2 2025.
  • Funds reported $96.7M of Franklin Master Intermediate Income Trust stock for Q3 2025, up 4.5% quarter-over-quarter.
  • 11 funds opened new Franklin Master Intermediate Income Trust positions in Q3 2025 and 8 closed out, a net change of +3 holders.
  • The largest Franklin Master Intermediate Income Trust buyer in Q3 2025 was Sheets Smith Investment Management, an estimated $3.71M added.
  • The largest Franklin Master Intermediate Income Trust seller in Q3 2025 was 1607 Capital Partners, an estimated $2.04M sold.

Based on aggregated 13F filings for Q3 2025.