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PIM

Franklin Master Intermediate Income Trust
PIM

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: 58 → 60 (+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
–

Top Buyers

1
SSIM
Sheets Smith Investment Management
Texas
+$3.71M
2
SSWM
Sheets Smith Wealth Management
North Carolina
+$813K
3
SF
Summit Financial
New Jersey
+$540K
4
IPW
Invictus Private Wealth
Colorado
+$259K
5
WA
WealthTrust Axiom
Pennsylvania
+$155K

Top Sellers

1
1CP
1607 Capital Partners
Virginia
-$2.04M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$1.11M
3
PM
Penbrook Management
New York
-$501K
4
SIA
Sit Investment Associates
Minnesota
-$496K
5
SFS
Shaker Financial Services
Virginia
-$204K
Name Holding Trade Value Shares
Change 		Change in
Stake
RIL
51
Rothschild Investment LLC
Illinois
$16.8K – – –
Bank of America
52
Bank of America
North Carolina
$12.2K +$40 +12 +0.3%
HCM
53
Hollencrest Capital Management
California
$10.6K – – –
MWPCG
54
Measured Wealth Private Client Group
New Hampshire
$8.6K +$8.43K +2,500 New
GWSG
55
GPS Wealth Strategies Group
Colorado
$2.89K +$54 +16 +2%
GRP
56
Global Retirement Partners
California
$2.23K – – –
HWP
57
Highline Wealth Partners
California
$2.06K +$2.02K +600 New
SPIA
58
Steward Partners Investment Advisory
New York
$1.38K – – –
HI
59
Harbour Investments
Wisconsin
$1.17K – – –
FC
60
Financial Consulate
Maryland
$688 +$674 +200 New
Allspring Global Investments
61
Allspring Global Investments
North Carolina
– -$1.11M -332,510 Closed
SFS
62
Shaker Financial Services
Virginia
– -$204K -60,890 Closed
APP
63
Avantax Planning Partners
Iowa
– -$56.8K -16,969 Closed
WFA
64
WMG Financial Advisors
Tennessee
– -$55.9K -16,700 Closed
HF
65
HRT Financial
New York
– -$40K -11,988 Closed
CIA
66
Concurrent Investment Advisors
Florida
– -$35.6K -10,620 Closed
Raymond James Financial
67
Raymond James Financial
Florida
– -$24.5K -7,324 Closed
CSC
68
Caldwell Sutter Capital
California
– -$6.02K -1,796 Closed
1 2
3

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.