Who Owns Western Asset Investment Grade Income Fund Inc. (PAI)?Hedge Fund & Institutional Holders

$12.12-0.03 (-0.25%)TechnologyNYSE

Institutional Holders

40

as of Q4 2025

Total Institutional Value

$8.89600027930002e+121T

% of Float Held

QoQ Change in Holders

+12 / -4

Price History

$11.82$12.15$12.48$12.80$13.13Aug 24Jun 25Mar 26

PAI — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Hennion & Walsh Asset Management, Inc.New Position+224K+$2.8B
JONES FINANCIAL COMPANIES LLLPNew Position+199K+$2.0B
WOLVERINE ASSET MANAGEMENT LLCNew Position+54K+$668.0M
1607 Capital Partners, LLCIncreased+64K+$573.8M
Shaker Financial Services, LLCNew Position+38K+$480.0M
GUGGENHEIM CAPITAL LLCIncreased+66K+$445.7M
Meadow Creek Wealth Advisors LLCNew Position+26K+$330.0M
Logan Stone Capital, LLCNew Position+19K+$232.0M
Karpus Management, Inc.New Position+9K+$113.0M
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+6K+$70.0M
UBS Group AGIncreased+749+$2.6M
Aviance Capital Partners, LLCNew Position+38K+$475K
CWM, LLCNew Position+4K+$49K
SUSQUEHANNA INTERNATIONAL GROUP, LLPNew Position+16K+$0
Kohmann Bosshard Financial Services, LLCNew Position+2K+$0

PAI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-15K-$1.2B
STIFEL FINANCIAL CORPDecreased-20-$462.6M
Baird Financial Group, Inc.Decreased-215-$410.3M
StoneX Group Inc.Decreased-6K-$255.1M
Emergent Wealth Advisors, LLCClosed Position-16K-$187.7M
TRANSATLANTIQUE PRIVATE WEALTH LLCClosed Position-14K-$184.6M
WELLS FARGO & COMPANY/MNDecreased-1-$161.0M
AMERIPRISE FINANCIAL INCClosed Position-12K-$147.9M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-133-$1.8M
MORGAN STANLEYDecreased-991-$301K
BANK OF AMERICA CORP /DE/Decreased-356-$151K
Cambridge Investment Research Advisors, Inc.Closed Position-10K-$132K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
11607 Capital Partners, LLC712,889$8.9B0.61%Share
2Hennion & Walsh Asset Management, Inc.223,849$2.8B0.10%Share
3JONES FINANCIAL COMPANIES LLLP199,013$2.0B0.00%Share
4GUGGENHEIM CAPITAL LLC187,194$2.0B0.01%Share
5Fiera Capital Corp133,223$1.0B0.00%Share
6WOLVERINE ASSET MANAGEMENT LLC53,564$668.0M0.01%Share
7Shaker Financial Services, LLC38,338$480.0M0.15%Share
8Meadow Creek Wealth Advisors LLC26,483$330.0M0.21%Share
9Logan Stone Capital, LLC18,620$232.0M0.06%Share
10WHITENER CAPITAL MANAGEMENT, INC.16,512$206.0M0.05%Share
11UBS Group AG16,152$201.0M0.00%Share
12Karpus Management, Inc.9,081$113.0M0.02%Share
13INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC5,650$70.0M0.00%Share
14Founders Capital Management3,140$39.0M0.02%Share
15COMERICA BANK2,450$30.0M0.00%Share
16CREATIVE FINANCIAL DESIGNS INC /ADV1,501$18.0M0.00%Share
17UBS Group AG225$2.0M0.00%Share
18Aviance Capital Partners, LLC38,064$475K0.05%Share
19Martin Capital Partners, LLC19,518$244K0.09%Share
20Gilman Hill Asset Management, LLC15,000$187K0.03%Share
21CWM, LLC3,960$49K0.00%Share
22WELLS FARGO & COMPANY/MN12,300$00.00%Share
23WELLS FARGO & COMPANY/MN258$00.00%Share
24OSAIC HOLDINGS, INC.5,362$00.00%Share
25OSAIC HOLDINGS, INC.3,068$00.00%Share
26NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO7$00.00%Share
27MORGAN STANLEY2$00.00%Share
28MORGAN STANLEY22,512$00.00%Share
29Kohmann Bosshard Financial Services, LLC1,939$00.00%Share
30RAYMOND JAMES FINANCIAL INC7,496$00.00%Share
31RAYMOND JAMES FINANCIAL INC39,190$00.00%Share
32LPL Financial LLC75,649$00.00%Share
33GUGGENHEIM CAPITAL LLC339$00.00%Share
34SUSQUEHANNA INTERNATIONAL GROUP, LLP15,738$00.00%Share
35BANK OF AMERICA CORP /DE/11,463$00.00%Share
36Kestra Advisory Services, LLC2,537$00.00%Share
37Baird Financial Group, Inc.31,793$00.00%Share
38STIFEL FINANCIAL CORP36,068$00.00%Share
39CLIFFORD SWAN INVESTMENT COUNSEL LLC31,051$00.00%Share
40StoneX Group Inc.13,358$00.00%Share

PAI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202534$19.1B+9
Q3 202525$15.6B-4
Q2 202529$19.0B-4
Q1 202533$20.3B+1
Q4 202432$20.5B+2
Q3 202430$868.1B+0
Q2 202430$16.4B+2
Q1 202428$17.4B

Similar Stocks by Institutional Ownership

As of Q4 2025, 40 institutional investors hold PAI (Western Asset Investment Grade Income Fund Inc.). The largest holder is 1607 Capital Partners, LLC with $8.9B in shares. This quarter, 12 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own PAI?

As of Q4 2025, 40 institutional investors report holding PAI (Western Asset Investment Grade Income Fund Inc.) in their 13F filings.

Who is the largest institutional holder of PAI?

The largest institutional holder of PAI is 1607 Capital Partners, LLC with $8.9B in shares.

Is institutional ownership of PAI increasing or decreasing?

This quarter, 12 institutions opened new positions in PAI and 4 closed their positions.