Western Asset Mortgage Opportunity Fund
DMO
42 hedge funds and large institutions have $30.1M invested in Western Asset Mortgage Opportunity Fund in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 2 closing their positions.
110% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 10
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
5% more funds holding
Funds holding: 40 → 42 (+2)
5% more capital invested
Capital invested by funds: $28.8M → $30.1M (+$1.34M)
0.96% more ownership
Funds ownership: 21.38% → 22.34% (+0.96%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.15M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$327K |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$304K |
| 4 |
JSW
Journey Strategic Wealth
Summit,
New Jersey
|
+$248K |
| 5 |
VF
Virtu Financial
New York
|
+$204K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
-$708K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$565K |
| 3 |
SA
SFI Advisors
Montclair,
New Jersey
|
-$277K |
| 4 |
Morgan Stanley
New York
|
-$196K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$158K |
DMO Hedge Fund Activity: Q1 2025 in Review
42 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Western Asset Mortgage Opportunity Fund (DMO) for Q1 2025, worth a combined $30.1M — up 4.6% from $28.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new DMO positions and 2 closed out — a net gain of 2 holders — while 21 added to existing stakes and 10 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.15M. The largest seller was MML Investors Services, cutting an estimated $708K.
- 42 institutional investors held Western Asset Mortgage Opportunity Fund (DMO) as of Q1 2025, up from 40 in Q4 2024.
- Funds reported $30.1M of Western Asset Mortgage Opportunity Fund stock for Q1 2025, up 4.6% quarter-over-quarter.
- 4 funds opened new Western Asset Mortgage Opportunity Fund positions in Q1 2025 and 2 closed out, a net change of +2 holders.
- The largest Western Asset Mortgage Opportunity Fund buyer in Q1 2025 was LPL Financial, an estimated $1.15M added.
- The largest Western Asset Mortgage Opportunity Fund seller in Q1 2025 was MML Investors Services, an estimated $708K sold.
Based on aggregated 13F filings for Q1 2025.