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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAM
PVG Asset Management
Golden,
Colorado
|
+$1.48M |
| 2 |
SF
Summit Financial
Parsippany,
New Jersey
|
+$1.33M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$633K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$563K |
| 5 |
EA
Eclectic Associates
Fullerton,
California
|
+$179K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$2.54M |
| 2 |
CPRC
Consolidated Portfolio Review Corp
Woodbury,
New York
|
-$1.26M |
| 3 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$653K |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$251K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$236K |
PIM Hedge Fund Activity: Q4 2025 in Review
60 of the 8,270 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.