TBLD

Thornburg Income Builder Opportunities Trust

46 hedge funds and large institutions have $155M invested in Thornburg Income Builder Opportunities Trust in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+4
Holders Change %
+9.52%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
20
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
26
Concurrent Investment Advisors
Florida
$408K +$408K +20,791 New
Osaic Holdings
27
Osaic Holdings
Arizona
$407K -$18.4K -1,127 -4%
HAIM
28
Hunter Associates Investment Management
Pennsylvania
$402K
SPIA
29
Steward Partners Investment Advisory
New York
$381K +$166K +8,455 +77%
NA
30
NewEdge Advisors
Louisiana
$319K +$29.4K +1,500 +10%
KWM
31
Kingsview Wealth Management
Oregon
$313K +$313K +15,965 New
Brown Advisory
32
Brown Advisory
Maryland
$269K
BBHC
33
Brown Brothers Harriman & Co
New York
$236K +$236K +12,023 New
SOS
34
Silver Oak Securities
Tennessee
$233K
HCM
35
Hicks Capital Management
Ohio
$233K
P
36
&Partners
Tennessee
$226K +$20 +1 +0%
Calamos Advisors
37
Calamos Advisors
Illinois
$221K -$19.2K -980 -8%
PCG
38
Prosperity Consulting Group
Maryland
$196K
Comerica Bank
39
Comerica Bank
Texas
$122K
Bank of America
40
Bank of America
North Carolina
$120K +$120K +6,109 New
SWA
41
SOA Wealth Advisors
New York
$32K +$177 +9 +0.6%
TSMHT
42
Thurston Springer Miller Herd & Titak
Indiana
$24.5K +$19.6K +1,000 +400%
NFSG
43
Newbridge Financial Services Group
Florida
$19.6K +$19.6K +1,000 New
GRP
44
Global Retirement Partners
California
$13.7K +$13.7K +697 New
BTI
45
Blue Trust Inc
Georgia
$9.81K +$9.81K +500 New
SCM
46
Saba Capital Management
New York
-$9.88M -550,494 Closed
RCM
47
Rivernorth Capital Management
Florida
-$244K -13,620 Closed
XT
48
XTX Topco
Cayman Islands
-$239K -13,348 Closed
AF
49
Allworth Financial
California
-$26.7K -1,500 Closed
CW
50
Curio Wealth
Maryland
-$2.85K -1 Closed