TBLD

Thornburg Income Builder Opportunities Trust

54 hedge funds and large institutions have $182M invested in Thornburg Income Builder Opportunities Trust in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFO
26
PMG Family Office
Texas
$956K
RAM
27
Readystate Asset Management
Illinois
$955K
FMN
28
Financial Management Network
California
$889K
WS
29
Wedbush Securities
California
$803K
CEFA
30
Closed-End Fund Advisors
Virginia
$784K
Osaic Holdings
31
Osaic Holdings
Arizona
$774K
OC
32
Oppenheimer & Co
New York
$723K
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$679K
HAIM
34
Hunter Associates Investment Management
Pennsylvania
$559K
Comerica Bank
35
Comerica Bank
Texas
$486K
SPIA
36
Steward Partners Investment Advisory
New York
$447K
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$411K
NA
38
NewEdge Advisors
Louisiana
$313K
KWM
39
KW Wealth Management
California
$283K
Brown Advisory
40
Brown Advisory
Maryland
$276K
Bank of America
41
Bank of America
North Carolina
$269K
BBPWM
42
Blue Bell Private Wealth Management
Pennsylvania
$269K
HCM
43
Hicks Capital Management
Ohio
$258K
BBHC
44
Brown Brothers Harriman & Co
New York
$242K
LSIA
45
LaSalle St. Investment Advisors
Illinois
$238K
P
46
&Partners
Tennessee
$232K
SOS
47
Silver Oak Securities
Tennessee
$202K
PCG
48
Prosperity Consulting Group
Maryland
$201K
WB
49
Webster Bank
Connecticut
$60.3K
SWA
50
SOA Wealth Advisors
New York
$33.8K