Thornburg Income Builder Opportunities Trust
TBLD
56 hedge funds and large institutions have $220M invested in Thornburg Income Builder Opportunities Trust in 2026 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 3 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
63% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 16
15% more capital invested
Capital invested by funds: $190M → $220M (+$29.5M)
4% more funds holding
Funds holding: 54 → 56 (+2)
3.08% more ownership
Funds ownership: 28.97% → 32.06% (+3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
+$15.6M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$1.73M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$1.4M |
| 4 |
Morgan Stanley
New York
|
+$1.09M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.24M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$606K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$540K |
| 4 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
-$451K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$246K |
TBLD Hedge Fund Activity: Q2 2026 in Review
56 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in Thornburg Income Builder Opportunities Trust (TBLD) for Q2 2026, worth a combined $220M — up 15% from $190M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new TBLD positions and 3 closed out — a net gain of 2 holders — while 26 added to existing stakes and 16 trimmed.
The largest buyer was Atlas Wealth, opening a new position worth an estimated $15.6M. The largest seller was Wells Fargo, cutting an estimated $1.24M.
- 56 institutional investors held Thornburg Income Builder Opportunities Trust (TBLD) as of Q2 2026, up from 54 in Q1 2026.
- Funds reported $220M of Thornburg Income Builder Opportunities Trust stock for Q2 2026, up 15% quarter-over-quarter.
- 5 funds opened new Thornburg Income Builder Opportunities Trust positions in Q2 2026 and 3 closed out, a net change of +2 holders.
- The largest Thornburg Income Builder Opportunities Trust buyer in Q2 2026 was Atlas Wealth, an estimated $15.6M added.
- The largest Thornburg Income Builder Opportunities Trust seller in Q2 2026 was Wells Fargo, an estimated $1.24M sold.
Based on aggregated 13F filings for Q2 2026.