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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
KIM
1
Karpus Investment Management
New York
$66.1M -$1.93M -230,342 -3%
GC
2
Guggenheim Capital
Illinois
$4.73M +$284K +33,913 +6%
Baird Financial Group
3
Baird Financial Group
Wisconsin
$3.78M -$21.5K -2,570 -0.6%
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$2M +$18.2K +2,175 +0.9%
IWC
5
Integrated Wealth Concepts
Massachusetts
$1.59M -$35.5K -4,241 -2%
RF
6
RHS Financial
California
$1.59M +$40.8K +4,863 +3%
Stifel Financial
7
Stifel Financial
Missouri
$1.48M +$21.1K +2,518 +1%
Morgan Stanley
8
Morgan Stanley
New York
$1.4M -$12.8K -1,532 -0.9%
RGC
9
Roberts, Glore & Co
Illinois
$1.02M -$16.8K -2,000 -2%
WAM
10
Wakefield Asset Management
Colorado
$964K +$55.6K +6,639 +6%
Bank of America
11
Bank of America
North Carolina
$924K +$92.9K +11,087 +11%
Wells Fargo
12
Wells Fargo
California
$920K +$117K +13,912 +15%
DWM
13
Dakota Wealth Management
Florida
$854K -$72.1K -8,600 -8%
CC
14
CF Capital
Massachusetts
$841K -$946K -112,928 -53%
AC
15
Almitas Capital
California
$806K -$468K -55,863 -37%
PCM
16
PenderFund Capital Management
British Columbia, Canada
$749K +$110K +13,168 +17%
UBS Group
17
UBS Group
Switzerland
$602K -$29K -3,465 -5%
ACP
18
Aviance Capital Partners
Florida
$558K +$27.3K +3,254 +5%
PAG
19
Private Advisor Group
New Jersey
$476K +$474K +56,514 New
RPA
20
Rock Point Advisors
Vermont
$466K -$35.2K -4,195 -7%
MC
21
Matisse Capital
Oregon
$448K
GWI
22
Grace & White Inc
New York
$393K
CFD
23
Creative Financial Designs
Indiana
$325K
QWM
24
Quadcap Wealth Management
Texas
$324K -$28.3K -3,375 -8%
Raymond James Financial
25
Raymond James Financial
Florida
$303K -$4.19K -500 -1%

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.