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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
SIA
1
Sit Investment Associates
Minnesota
$75.9M -$2.54M -761,587 -3%
SF
2
Summit Financial
New Jersey
$1.98M +$1.33M +398,831 +206%
PAM
3
PVG Asset Management
Colorado
$1.61M +$1.48M +444,177 +1,151%
1CP
4
1607 Capital Partners
Virginia
$1.15M -$251K -75,230 -18%
SSWM
5
Sheets Smith Wealth Management
North Carolina
$806K – – –
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$755K +$563K +168,548 +293%
Focus Partners Wealth
7
Focus Partners Wealth
Massachusetts
$634K +$633K +189,725 New
Morgan Stanley
8
Morgan Stanley
New York
$577K -$141K -42,358 -20%
PM
9
Penbrook Management
New York
$491K – – –
GCP
10
Gill Capital Partners
Colorado
$461K +$5.74K +1,718 +1%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$440K -$11K -3,291 -2%
WA
12
WealthTrust Axiom
Pennsylvania
$361K +$36.7K +11,000 +11%
MWM
13
Melfa Wealth Management
Massachusetts
$270K – – –
NA
14
NewEdge Advisors
Louisiana
$266K -$6.71K -2,010 -2%
LPL Financial
15
LPL Financial
California
$235K -$2.45K -735 -1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$229K -$7.41K -2,218 -3%
AF
17
Allworth Financial
California
$221K – – –
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$209K +$825 +247 +0.4%
EA
19
Eclectic Associates
California
$179K +$179K +53,581 New
MA
20
Mezzasalma Advisors
New Jersey
$178K -$8.12K -2,431 -4%
FAG
21
Fortitude Advisory Group
Washington
$176K – – –
EFG
22
Ethos Financial Group
Pennsylvania
$156K -$20.1K -6,029 -11%
IPW
23
Invictus Private Wealth
Colorado
$140K -$116K -34,870 -45%
WCG
24
Weaver Consulting Group
California
$140K +$23.4K +7,000 +20%
HIP
25
HUB Investment Partners
Texas
$138K +$337 +101 +0.2%
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.