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PIM

Franklin Master Intermediate Income Trust
PIM

60 hedge funds and large institutions have $89.3M invested in Franklin Master Intermediate Income Trust in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 14 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

0% more funds holding

Funds holding: 60 → 60 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

2.82% less ownership

Funds ownership: 58.13% → 55.32% (-2.8%)

8% less capital invested

Capital invested by funds: $96.7M → $89.3M (-$7.36M)

Holders
60
Holders Change
–
Holders Change %
0%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
14
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAM
PVG Asset Management
Colorado
+$1.48M
2
SF
Summit Financial
New Jersey
+$1.33M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$633K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$563K
5
EA
Eclectic Associates
California
+$179K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$2.54M
2
CPRC
Consolidated Portfolio Review Corp
New York
-$1.26M
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$653K
4
1CP
1607 Capital Partners
Virginia
-$251K
5
Stifel Financial
Stifel Financial
Missouri
-$236K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$133K +$8.49K +2,544 +7%
Comerica Bank
27
Comerica Bank
Texas
$117K – – –
Baird Financial Group
28
Baird Financial Group
Wisconsin
$98.5K +$45.1K +13,500 +84%
MYIA
29
Mount Yale Investment Advisors
Colorado
$92.5K – – –
VAS
30
Vestmark Advisory Solutions
Massachusetts
$92.5K +$92.5K +27,700 New
Osaic Holdings
31
Osaic Holdings
Arizona
$87.1K +$10.1K +3,039 +13%
BTI
32
Blue Trust Inc
Georgia
$84.4K +$84.3K +25,260 New
UBS Group
33
UBS Group
Switzerland
$77.4K -$8.01K -2,400 -9%
IAS
34
Integrity Advisory Solutions
Texas
$73.1K +$73.1K +21,899 New
VAG
35
VisionPoint Advisory Group
Texas
$70.5K +$204 +61 +0.3%
SWP
36
Stratos Wealth Partners
Ohio
$69K – – –
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$57K – – –
Stifel Financial
38
Stifel Financial
Missouri
$56.3K -$236K -70,628 -81%
AI
39
Atria Investments
North Carolina
$53.7K +$53.7K +16,087 New
GLLW
40
Graves Light Lenhart Wealth
Virginia
$47.8K – – –
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
$46.8K – – –
LCM
42
Landscape Capital Management
New Jersey
$45.5K +$45.5K +13,615 New
WP
43
WealthShield Partners
North Carolina
$43.4K +$10K +3,000 +30%
SRC
44
Shufro Rose & Co
New York
$36.7K – – –
GP
45
Gridiron Partners
Pennsylvania
$35.1K – – –
CPIG
46
Chicago Partners Investment Group
Illinois
$34.9K – – –
KFI
47
Key Financial Inc
Pennsylvania
$31.7K – – –
GWSA
48
Global Wealth Strategies & Associates
Colorado
$30.8K – – –
MCM
49
MAI Capital Management
Ohio
$20K +$3.34K +1,000 +20%
RIL
50
Rothschild Investment LLC
Illinois
$16.3K – – –
1
2
3

PIM Hedge Fund Activity: Q4 2025 in Review

60 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Franklin Master Intermediate Income Trust (PIM) for Q4 2025, worth a combined $89.3M — down 7.6% from $96.7M a quarter earlier.

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

The largest buyer was PVG Asset Management, adding an estimated $1.48M. The largest seller was Sit Investment Associates, cutting an estimated $2.54M.

  • 60 institutional investors held Franklin Master Intermediate Income Trust (PIM) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $89.3M of Franklin Master Intermediate Income Trust stock for Q4 2025, down 7.6% quarter-over-quarter.
  • 9 funds opened new Franklin Master Intermediate Income Trust positions in Q4 2025 and 7 closed out, a net change of +2 holders.
  • The largest Franklin Master Intermediate Income Trust buyer in Q4 2025 was PVG Asset Management, an estimated $1.48M added.
  • The largest Franklin Master Intermediate Income Trust seller in Q4 2025 was Sit Investment Associates, an estimated $2.54M sold.

Based on aggregated 13F filings for Q4 2025.