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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
KIM
1
Karpus Investment Management
New York
$67.8M +$2.23M +271,923 +3%
GC
2
Guggenheim Capital
Illinois
$4.43M +$818K +99,574 +23%
Baird Financial Group
3
Baird Financial Group
Wisconsin
$3.79M -$26.8K -3,259 -0.7%
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$1.98M -$41.9K -5,105 -2%
CC
5
CF Capital
Massachusetts
$1.79M -$215K -26,158 -11%
IWC
6
Integrated Wealth Concepts
Massachusetts
$1.62M -$27.6K -3,365 -2%
RF
7
RHS Financial
California
$1.54M +$45.7K +5,566 +3%
Stifel Financial
8
Stifel Financial
Missouri
$1.46M -$43.1K -5,249 -3%
Morgan Stanley
9
Morgan Stanley
New York
$1.41M -$390K -47,413 -22%
AC
10
Almitas Capital
California
$1.27M -$60.9K -7,415 -5%
RGC
11
Roberts, Glore & Co
Illinois
$1.04M -$101K -12,261 -9%
DWM
12
Dakota Wealth Management
Florida
$924K +$29.4K +3,575 +3%
WAM
13
Wakefield Asset Management
Colorado
$906K +$5.78K +703 +0.7%
Bank of America
14
Bank of America
North Carolina
$829K -$58.3K -7,096 -7%
Wells Fargo
15
Wells Fargo
California
$801K +$36.9K +4,497 +5%
PCM
16
PenderFund Capital Management
British Columbia, Canada
$638K +$136K +16,600 +28%
UBS Group
17
UBS Group
Switzerland
$629K +$3.25K +395 +0.5%
ACP
18
Aviance Capital Partners
Florida
$529K +$67.3K +8,198 +15%
RPA
19
Rock Point Advisors
Vermont
$500K +$1.82K +221 +0.4%
MC
20
Matisse Capital
Oregon
$447K
GWI
21
Grace & White Inc
New York
$392K
QWM
22
Quadcap Wealth Management
Texas
$351K -$20.5K -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

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.