TBLD

Thornburg Income Builder Opportunities Trust

56 hedge funds and large institutions have $185M invested in Thornburg Income Builder Opportunities Trust in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
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
DWM
26
Dakota Wealth Management
Florida
$1,000K
PFO
27
PMG Family Office
Texas
$956K
RAM
28
Readystate Asset Management
Illinois
$955K
FMN
29
Financial Management Network
California
$889K
WS
30
Wedbush Securities
California
$803K
CEFA
31
Closed-End Fund Advisors
Virginia
$784K
Osaic Holdings
32
Osaic Holdings
Arizona
$774K
OC
33
Oppenheimer & Co
New York
$723K
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$679K
HAIM
35
Hunter Associates Investment Management
Pennsylvania
$559K
AA
36
Advisory Advocates
Michigan
$527K
Comerica Bank
37
Comerica Bank
Texas
$486K
SPIA
38
Steward Partners Investment Advisory
New York
$447K
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$411K
NA
40
NewEdge Advisors
Louisiana
$313K
KWM
41
KW Wealth Management
California
$283K
Brown Advisory
42
Brown Advisory
Maryland
$276K
Bank of America
43
Bank of America
North Carolina
$269K
BBPWM
44
Blue Bell Private Wealth Management
Pennsylvania
$269K
HCM
45
Hicks Capital Management
Ohio
$258K
BBHC
46
Brown Brothers Harriman & Co
New York
$242K
LSIA
47
LaSalle St. Investment Advisors
Illinois
$238K
P
48
&Partners
Tennessee
$232K
SOS
49
Silver Oak Securities
Tennessee
$202K
PCG
50
Prosperity Consulting Group
Maryland
$201K