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WIA

Western Asset Inflation-Linked Income Fund

45 hedge funds and large institutions have $98.3M invested in Western Asset Inflation-Linked Income Fund in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.17% more ownership

Funds ownership: 48.98%50.16% (+1.2%)

4% more capital invested

Capital invested by funds: $94.8M → $98.3M (+$3.45M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 4945 (-4)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
45
Holders Change
-4
Holders Change %
-8.16%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
14
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$276K +$16.9K +2,058 +7%
MA
27
Mezzasalma Advisors
New Jersey
$273K +$4.96K +604 +2%
Osaic Holdings
28
Osaic Holdings
Arizona
$207K -$5.86K -713 -3%
PI
29
PFG Investments
New York
$202K +$197K +24,000 New
OC
30
Oppenheimer & Co
New York
$200K +$394 +48 +0.2%
RCM
31
Rivernorth Capital Management
Florida
$185K +$181K +22,000 New
NFG
32
Nations Financial Group
Iowa
$157K -$12.3K -1,499 -7%
HighTower Advisors
33
HighTower Advisors
Illinois
$141K -$2.98K -363 -2%
UPS
34
UHLMANN PRICE SECURITIES
Illinois
$138K -$19.8K -2,407 -13%
MWM
35
Melfa Wealth Management
Massachusetts
$103K
SMC
36
Smith, Moore & Co
Missouri
$95.5K
LCM
37
Landscape Capital Management
New Jersey
$84.5K -$98K -11,929 -54%
SPIA
38
Steward Partners Investment Advisory
New York
$43.7K
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$39K -$90.8K -11,050 -71%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$24.8K
BBPWM
41
Blue Bell Private Wealth Management
Pennsylvania
$22.6K
RIL
42
Rothschild Investment LLC
Illinois
$16.8K
FGA
43
Fortis Group Advisors
New Jersey
$7.27K
Comerica Bank
44
Comerica Bank
Texas
$4.51K +$1.65K +201 +60%
TCA
45
Transcend Capital Advisors
New Jersey
-$160K -19,150 Closed
CL
46
CSS LLC
Illinois
-$109K -13,072 Closed
WAM
47
Wolverine Asset Management
Illinois
-$26.7K -3,196 Closed
EC
48
Elequin Capital
New York
-$15.9K -1,907 Closed
GWM
49
Geneos Wealth Management
Colorado
-$1.12K -134 Closed
WA
50
WPG Advisers
Maryland
-$242 -29 Closed

WIA Hedge Fund Activity: Q2 2025 in Review

45 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q2 2025, worth a combined $98.3M — up 3.6% from $94.8M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of WIA and 2 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 14 added.

The largest buyer was Karpus Investment Management, adding an estimated $2.23M. The largest seller was Morgan Stanley, cutting an estimated $390K.

  • 45 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q2 2025, down from 49 in Q1 2025.
  • Funds reported $98.3M of Western Asset Inflation-Linked Income Fund stock for Q2 2025, up 3.6% quarter-over-quarter.
  • 2 funds opened new Western Asset Inflation-Linked Income Fund positions in Q2 2025 and 6 closed out, a net change of -4 holders.
  • The largest Western Asset Inflation-Linked Income Fund buyer in Q2 2025 was Karpus Investment Management, an estimated $2.23M added.
  • The largest Western Asset Inflation-Linked Income Fund seller in Q2 2025 was Morgan Stanley, an estimated $390K sold.

Based on aggregated 13F filings for Q2 2025.