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PIM

Franklin Master Intermediate Income Trust

58 hedge funds and large institutions have $92.5M invested in Franklin Master Intermediate Income Trust in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 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

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

2% more capital invested

Capital invested by funds: $90.8M → $92.5M (+$1.71M)

0.37% more ownership

Funds ownership: 56.76%57.13% (+0.37%)

0% more funds holding

Funds holding: 5858 (0)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
58
Holders Change
Holders Change %
0%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
15
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$79.2M +$1.86M +562,919 +2%
1CP
2
1607 Capital Partners
Virginia
$3.43M -$21.8K -6,600 -0.6%
CPRC
3
Consolidated Portfolio Review Corp
New York
$1.22M +$112K +33,878 +10%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$1.11M -$1.19M -359,836 -52%
PM
5
Penbrook Management
New York
$986K +$488K +147,613 +100%
Morgan Stanley
6
Morgan Stanley
New York
$634K -$10.1K -3,055 -2%
Kovitz Investment Group Partners
7
Kovitz Investment Group Partners
Illinois
$567K +$559K +169,225 New
GCP
8
Gill Capital Partners
Colorado
$556K -$6.43K -1,947 -1%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$453K +$1.15K +347 +0.3%
LPL Financial
10
LPL Financial
California
$306K +$135K +40,963 +81%
NA
11
NewEdge Advisors
Louisiana
$276K -$5.66K -1,712 -2%
MWM
12
Melfa Wealth Management
Massachusetts
$271K -$2.27K -688 -0.8%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$238K -$152 -46 -0.1%
AF
14
Allworth Financial
California
$222K +$219K +66,272 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$211K +$789 +239 +0.4%
SFS
16
Shaker Financial Services
Virginia
$204K -$197K -59,599 -49%
MA
17
Mezzasalma Advisors
New Jersey
$199K +$3.84K +1,163 +2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$193K -$79.7K -24,139 -30%
FAG
19
Fortitude Advisory Group
Washington
$177K
WA
20
WealthTrust Axiom
Pennsylvania
$171K +$79.3K +24,000 +89%
EFG
21
Ethos Financial Group
Pennsylvania
$167K -$3.6K -1,091 -2%
Stifel Financial
22
Stifel Financial
Missouri
$145K -$1.12K -340 -0.8%
HIP
23
HUB Investment Partners
Texas
$139K +$168 +51 +0.1%
SF
24
Summit Financial
New Jersey
$111K +$109K +33,120 New
WCG
25
Weaver Consulting Group
California
$109K +$107K +32,500 New

PIM Hedge Fund Activity: Q2 2025 in Review

58 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Franklin Master Intermediate Income Trust (PIM) for Q2 2025, worth a combined $92.5M — up 1.9% from $90.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PIM positions and 7 closed out — a net gain of 2 holders — while 15 added to existing stakes and 14 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $1.86M. The largest seller was Allspring Global Investments, cutting an estimated $1.19M.

  • 58 institutional investors held Franklin Master Intermediate Income Trust (PIM) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $92.5M of Franklin Master Intermediate Income Trust stock for Q2 2025, up 1.9% quarter-over-quarter.
  • 9 funds opened new Franklin Master Intermediate Income Trust positions in Q2 2025 and 7 closed out, a net change of +2 holders.
  • The largest Franklin Master Intermediate Income Trust buyer in Q2 2025 was Sit Investment Associates, an estimated $1.86M added.
  • The largest Franklin Master Intermediate Income Trust seller in Q2 2025 was Allspring Global Investments, an estimated $1.19M sold.

Based on aggregated 13F filings for Q2 2025.