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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
Wells Fargo
51
Wells Fargo
California
$15.4K -$2.43K -729 -14%
Bank of America
52
Bank of America
North Carolina
$10.7K -$1.13K -339 -10%
MWPCG
53
Measured Wealth Private Client Group
New Hampshire
$8.35K – – –
GRP
54
Global Retirement Partners
California
$2.17K – – –
HWP
55
Highline Wealth Partners
California
$2K – – –
SPIA
56
Steward Partners Investment Advisory
New York
$1.34K – – –
HI
57
Harbour Investments
Wisconsin
$1.13K – – –
FC
58
Financial Consulate
Maryland
$668 – – –
CA
59
CoreCap Advisors
Michigan
$434 +$434 +130 New
HHCP
60
Hilton Head Capital Partners
South Carolina
$7 +$7 +2 New
CPRC
61
Consolidated Portfolio Review Corp
New York
– -$1.26M -367,187 Closed
Kovitz Investment Group Partners
62
Kovitz Investment Group Partners
Illinois
– -$653K -189,725 Closed
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
– -$113K -32,813 Closed
CCM
64
Coldstream Capital Management
Washington
– -$76.4K -22,222 Closed
NFC
65
Northstar Financial Companies
Pennsylvania
– -$69.6K -20,245 Closed
HCM
66
Hollencrest Capital Management
California
– -$10.6K -3,067 Closed
GWSG
67
GPS Wealth Strategies Group
Colorado
– -$2.89K -840 Closed
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.