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WIA

Western Asset Inflation-Linked Income Fund

48 hedge funds and large institutions have $96.5M invested in Western Asset Inflation-Linked Income Fund in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

7% more funds holding

Funds holding: 4548 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $98.3M → $96.5M (-$1.79M)

1.03% less ownership

Funds ownership: 50.16%49.12% (-1%)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

Holders
48
Holders Change
+3
Holders Change %
+6.67%
% of All Funds
0.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
14
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$283K +$75.6K +9,025 +37%
Capstone Investment Advisors
27
Capstone Investment Advisors
New York
$282K
LPL Financial
28
LPL Financial
California
$281K +$4.27K +510 +2%
MA
29
Mezzasalma Advisors
New Jersey
$279K +$5.09K +608 +2%
RCM
30
Robinson Capital Management
Michigan
$262K +$261K +31,111 New
OC
31
Oppenheimer & Co
New York
$201K
RCM
32
Rivernorth Capital Management
Florida
$157K -$28.4K -3,394 -15%
NFG
33
Nations Financial Group
Iowa
$155K -$2.37K -283 -2%
UPS
34
UHLMANN PRICE SECURITIES
Illinois
$154K +$16.2K +1,933 +12%
MYIA
35
Mount Yale Investment Advisors
Colorado
$138K +$137K +16,350 New
HighTower Advisors
36
HighTower Advisors
Illinois
$134K -$7.1K -847 -5%
RAM
37
Readystate Asset Management
Illinois
$115K +$115K +13,680 New
MWM
38
Melfa Wealth Management
Massachusetts
$104K
SMC
39
Smith, Moore & Co
Missouri
$95.8K
WAM
40
Wolverine Asset Management
Illinois
$58.6K +$58.3K +6,960 New
SPIA
41
Steward Partners Investment Advisory
New York
$43.8K
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$30K -$8.67K -1,035 -23%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$25.7K +$855 +102 +3%
BBPWM
44
Blue Bell Private Wealth Management
Pennsylvania
$22.7K
RIL
45
Rothschild Investment LLC
Illinois
$16.8K
FGA
46
Fortis Group Advisors
New Jersey
$7.29K
Comerica Bank
47
Comerica Bank
Texas
$4.17K -$352 -42 -8%
HWP
48
Highline Wealth Partners
California
$3.37K +$3.35K +400 New
PI
49
PFG Investments
New York
-$202K -24,000 Closed
LCM
50
Landscape Capital Management
New Jersey
-$84.5K -10,056 Closed

WIA Hedge Fund Activity: Q3 2025 in Review

48 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q3 2025, worth a combined $96.5M — down 1.8% from $98.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new WIA positions and 3 closed out — a net gain of 3 holders — while 14 added to existing stakes and 17 trimmed.

The largest buyer was Private Advisor Group, opening a new position worth an estimated $474K. The largest seller was Karpus Investment Management, cutting an estimated $1.93M.

  • 48 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q3 2025, up from 45 in Q2 2025.
  • Funds reported $96.5M of Western Asset Inflation-Linked Income Fund stock for Q3 2025, down 1.8% quarter-over-quarter.
  • 6 funds opened new Western Asset Inflation-Linked Income Fund positions in Q3 2025 and 3 closed out, a net change of +3 holders.
  • The largest Western Asset Inflation-Linked Income Fund buyer in Q3 2025 was Private Advisor Group, an estimated $474K added.
  • The largest Western Asset Inflation-Linked Income Fund seller in Q3 2025 was Karpus Investment Management, an estimated $1.93M sold.

Based on aggregated 13F filings for Q3 2025.