DMO

Western Asset Mortgage Opportunity Fund

37 hedge funds and large institutions have $29.2M invested in Western Asset Mortgage Opportunity Fund in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
-5
Holders Change %
-11.9%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
16
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.64M +$5.96K +499 +0.1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.75M +$105K +8,793 +4%
Baird Financial Group
3
Baird Financial Group
Wisconsin
$2.61M +$207K +17,374 +9%
LPL Financial
4
LPL Financial
California
$2.47M +$247K +20,655 +11%
CPRC
5
Consolidated Portfolio Review Corp
New York
$2.19M +$118K +9,916 +6%
Morgan Stanley
6
Morgan Stanley
New York
$1.89M +$267K +22,331 +16%
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$1.67M -$12.2K -1,023 -0.7%
VVP
8
Venture Visionary Partners
Ohio
$1.49M +$525 +44 +0%
GC
9
Guggenheim Capital
Illinois
$1.42M -$733K -61,354 -34%
PAS
10
Park Avenue Securities
New York
$940K -$8.53K -714 -0.9%
Raymond James Financial
11
Raymond James Financial
Florida
$938K -$222K -18,625 -19%
RCM
12
Robinson Capital Management
Michigan
$641K +$91K +7,620 +17%
Osaic Holdings
13
Osaic Holdings
Arizona
$633K -$9.21K -780 -1%
NA
14
NewEdge Advisors
Louisiana
$606K +$3.58K +300 +0.6%
RP
15
Riverbridge Partners
Minnesota
$533K +$20.3K +1,696 +4%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$466K +$221K +18,554 +90%
ACP
17
Aviance Capital Partners
Florida
$455K +$69.3K +5,800 +18%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$437K +$175K +14,619 +66%
SIA
19
Sit Investment Associates
Minnesota
$405K
SWM
20
SeaCrest Wealth Management
New York
$404K -$15K -1,257 -4%
UBS Group
21
UBS Group
Switzerland
$332K +$1.24K +104 +0.4%
CL
22
Choreo LLC
Illinois
$225K -$166K -13,943 -43%
ICMP
23
Integrated Capital Management (Pennsylvania)
Pennsylvania
$206K +$10.8K +905 +6%
OC
24
Oppenheimer & Co
New York
$185K
Bank of America
25
Bank of America
North Carolina
$185K +$28.9K +2,424 +19%