PIM

Putnam Master Intermediate Income Trust

58 hedge funds and large institutions have $92.6M invested in Putnam Master Intermediate Income Trust in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
WCG
26
Weaver Consulting Group
California
$109K
UBS Group
27
UBS Group
Switzerland
$85K
CCM
28
Coldstream Capital Management
Washington
$73K
BFS
29
Bard Financial Services
Connecticut
$72.2K
NFC
30
Northstar Financial Companies
Pennsylvania
$67.8K
SWP
31
Stratos Wealth Partners
Ohio
$67.6K
APP
32
Avantax Planning Partners
Iowa
$56.8K
WFA
33
WMG Financial Advisors
Tennessee
$55.9K
AAS
34
Avantax Advisory Services
Texas
$55.9K
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$55K
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
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
CPIG
44
Chicago Partners Investment Group
Illinois
$34.8K
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
Wells Fargo
49
Wells Fargo
California
$17.9K
MCM
50
MAI Capital Management
Ohio
$16.8K