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WIA

Western Asset Inflation-Linked Income Fund

49 hedge funds and large institutions have $94.8M invested in Western Asset Inflation-Linked Income Fund in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $91.6M → $94.8M (+$3.23M)

0.01% more ownership

Funds ownership: 48.97%48.98% (+0.01%)

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

4% less funds holding

Funds holding: 5149 (-2)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
49
Holders Change
-2
Holders Change %
-3.92%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
14
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$257K +$252K +30,761 New
Osaic Holdings
27
Osaic Holdings
Arizona
$212K -$164 -20 -0.1%
OC
28
Oppenheimer & Co
New York
$198K +$26K +3,173 +15%
LCM
29
Landscape Capital Management
New Jersey
$183K -$51.6K -6,296 -22%
NFG
30
Nations Financial Group
Iowa
$169K -$40.3K -4,916 -20%
TCA
31
Transcend Capital Advisors
New Jersey
$160K +$157K +19,150 New
UPS
32
UHLMANN PRICE SECURITIES
Illinois
$157K +$2.79K +340 +2%
HighTower Advisors
33
HighTower Advisors
Illinois
$143K -$48.5K -5,924 -26%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$130K +$14.4K +1,756 +13%
CL
35
CSS LLC
Illinois
$109K -$61.4K -7,500 -36%
MWM
36
Melfa Wealth Management
Massachusetts
$103K
SMC
37
Smith, Moore & Co
Missouri
$94.9K
SPIA
38
Steward Partners Investment Advisory
New York
$43.4K
WAM
39
Wolverine Asset Management
Illinois
$26.7K +$26.2K +3,196 New
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$24.6K
BBPWM
41
Blue Bell Private Wealth Management
Pennsylvania
$22.5K
RIL
42
Rothschild Investment LLC
Illinois
$16.7K
EC
43
Elequin Capital
New York
$15.9K +$15.6K +1,907 New
FGA
44
Fortis Group Advisors
New Jersey
$7.23K
Comerica Bank
45
Comerica Bank
Texas
$2.8K -$188 -23 -6%
GWM
46
Geneos Wealth Management
Colorado
$1.12K +$1.1K +134 New
PCM
47
PenderFund Capital Management
British Columbia, Canada
$277 -$19.1K -2,334 -4%
WA
48
WPG Advisers
Maryland
$242 -$188 -23 -44%
AGM
49
Alpine Global Management
New York
-$1.6M -200,000 Closed
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
-$254K -31,781 Closed

WIA Hedge Fund Activity: Q1 2025 in Review

49 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q1 2025, worth a combined $94.8M — up 3.5% from $91.6M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of WIA and 5 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 14 added.

The largest buyer was Guggenheim Capital, adding an estimated $1.2M. The largest seller was Alpine Global Management, exiting entirely with an estimated $1.6M sold.

  • 49 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q1 2025, down from 51 in Q4 2024.
  • Funds reported $94.8M of Western Asset Inflation-Linked Income Fund stock for Q1 2025, up 3.5% quarter-over-quarter.
  • 5 funds opened new Western Asset Inflation-Linked Income Fund positions in Q1 2025 and 7 closed out, a net change of -2 holders.
  • The largest Western Asset Inflation-Linked Income Fund buyer in Q1 2025 was Guggenheim Capital, an estimated $1.2M added.
  • The largest Western Asset Inflation-Linked Income Fund seller in Q1 2025 was Alpine Global Management, an estimated $1.6M sold.

Based on aggregated 13F filings for Q1 2025.