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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
KIM
1
Karpus Investment Management
New York
$65.1M +$510K +62,285 +0.8%
Baird Financial Group
2
Baird Financial Group
Wisconsin
$3.79M +$74.3K +9,076 +2%
GC
3
Guggenheim Capital
Illinois
$3.57M +$1.2M +146,644 +52%
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$2.01M
CC
5
CF Capital
Massachusetts
$1.97M +$155K +18,928 +9%
Morgan Stanley
6
Morgan Stanley
New York
$1.79M -$162K -19,731 -8%
IWC
7
Integrated Wealth Concepts
Massachusetts
$1.64M -$26.7K -3,257 -2%
Stifel Financial
8
Stifel Financial
Missouri
$1.49M +$12K +1,464 +0.8%
RF
9
RHS Financial
California
$1.49M +$16.2K +1,979 +1%
AC
10
Almitas Capital
California
$1.33M
RGC
11
Roberts, Glore & Co
Illinois
$1.14M -$38.5K -4,700 -3%
WAM
12
Wakefield Asset Management
Colorado
$894K -$2.65K -323 -0.3%
DWM
13
Dakota Wealth Management
Florida
$888K
Bank of America
14
Bank of America
North Carolina
$883K -$145K -17,666 -14%
Wells Fargo
15
Wells Fargo
California
$758K +$49.1K +5,997 +7%
UBS Group
16
UBS Group
Switzerland
$622K +$5.18K +633 +0.9%
RPA
17
Rock Point Advisors
Vermont
$495K -$8.19K -1,000 -2%
ACP
18
Aviance Capital Partners
Florida
$457K +$68.5K +8,368 +18%
MC
19
Matisse Capital
Oregon
$444K
GWI
20
Grace & White Inc
New York
$390K
QWM
21
Quadcap Wealth Management
Texas
$370K
CFD
22
Creative Financial Designs
Indiana
$322K
Raymond James Financial
23
Raymond James Financial
Florida
$304K +$48.8K +5,952 +20%
Capstone Investment Advisors
24
Capstone Investment Advisors
New York
$280K
MA
25
Mezzasalma Advisors
New Jersey
$266K +$4.76K +581 +2%

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.