WIA

Western Asset Inflation-Linked Income Fund
WIA

Overview Fund Activity

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
Holders
45
Holders Change
-4
Holders Change %
-8.16%
% of All Funds
0.6%
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
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$2.28M
2
GC
Guggenheim Capital
Illinois
+$836K
3
PI
PFG Investments
New York
+$202K
4
RCM
Rivernorth Capital Management
Florida
+$185K
5
PCM
PenderFund Capital Management
British Columbia, Canada
+$139K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$398K
2
CC
CF Capital
Massachusetts
-$219K
3
TCA
Transcend Capital Advisors
New Jersey
-$160K
4
CL
CSS LLC
Illinois
-$109K
5
RGC
Roberts, Glore & Co
Illinois
-$103K
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$67.8M +$2.28M +271,923 +3%
GC
2
Guggenheim Capital
Illinois
$4.43M +$836K +99,574 +23%
Baird Financial Group
3
Baird Financial Group
Wisconsin
$3.79M -$27.4K -3,259 -0.7%
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$1.98M -$42.9K -5,105 -2%
CC
5
CF Capital
Massachusetts
$1.79M -$219K -26,158 -11%
IWC
6
Integrated Wealth Concepts
Massachusetts
$1.62M -$28.3K -3,365 -2%
RF
7
RHS Financial
California
$1.54M +$46.8K +5,566 +3%
Stifel Financial
8
Stifel Financial
Missouri
$1.46M -$44.1K -5,249 -3%
Morgan Stanley
9
Morgan Stanley
New York
$1.41M -$398K -47,413 -22%
AC
10
Almitas Capital
California
$1.27M -$62.3K -7,415 -5%
RGC
11
Roberts, Glore & Co
Illinois
$1.04M -$103K -12,261 -9%
DWM
12
Dakota Wealth Management
Florida
$924K +$30K +3,575 +3%
WAM
13
Wakefield Asset Management
Colorado
$906K +$5.91K +703 +0.7%
Bank of America
14
Bank of America
North Carolina
$829K -$59.6K -7,096 -7%
Wells Fargo
15
Wells Fargo
California
$801K +$37.8K +4,497 +5%
PCM
16
PenderFund Capital Management
British Columbia, Canada
$638K +$139K +16,600 +28%
UBS Group
17
UBS Group
Switzerland
$629K +$3.32K +395 +0.5%
ACP
18
Aviance Capital Partners
Florida
$529K +$68.9K +8,198 +15%
RPA
19
Rock Point Advisors
Vermont
$500K +$1.86K +221 +0.4%
MC
20
Matisse Capital
Oregon
$447K – – –
GWI
21
Grace & White Inc
New York
$392K – – –
QWM
22
Quadcap Wealth Management
Texas
$351K -$21K -2,500 -6%
CFD
23
Creative Financial Designs
Indiana
$324K – – –
Raymond James Financial
24
Raymond James Financial
Florida
$306K -$25 -3 -0%
Capstone Investment Advisors
25
Capstone Investment Advisors
New York
$282K – – –
1
2