WIA

Western Asset Inflation-Linked Income Fund

50 hedge funds and large institutions have $95.8M invested in Western Asset Inflation-Linked Income Fund in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

0% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 16

1% less capital invested

Capital invested by funds: $96.5M → $95.8M (-$618K)

Holders
50
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
Capstone Investment Advisors
26
Capstone Investment Advisors
New York
$277K
MA
27
Mezzasalma Advisors
New Jersey
$277K
RCM
28
Robinson Capital Management
Michigan
$257K
MYIA
29
Mount Yale Investment Advisors
Colorado
$185K
VAS
30
Vestmark Advisory Solutions
Massachusetts
$185K
OC
31
Oppenheimer & Co
New York
$180K
Fiera Capital (Canada)
32
Fiera Capital (Canada)
Quebec, Canada
$166K
UPS
33
UHLMANN PRICE SECURITIES
Illinois
$147K
NFG
34
Nations Financial Group
Iowa
$145K
HighTower Advisors
35
HighTower Advisors
Illinois
$110K
MWM
36
Melfa Wealth Management
Massachusetts
$102K
SMC
37
Smith, Moore & Co
Missouri
$94K
CC
38
CF Capital
Massachusetts
$90.1K
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$85.2K
P
40
&Partners
Tennessee
$85.2K
SPIA
41
Steward Partners Investment Advisory
New York
$43K
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$30K
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$25.2K
BBPWM
44
Blue Bell Private Wealth Management
Pennsylvania
$22.3K
RIL
45
Rothschild Investment LLC
Illinois
$16.5K
FGA
46
Fortis Group Advisors
New Jersey
$7.16K
HWP
47
Highline Wealth Partners
California
$3.31K
Comerica Bank
48
Comerica Bank
Texas
$1.33K
FHA
49
Flagship Harbor Advisors
Massachusetts
$467
PWPS
50
Pinnacle Wealth Planning Services
Ohio
$455