Western Asset Mortgage Opportunity Fund
DMO
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.
45% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 11
0.84% less ownership
Funds ownership: 22.34% → 21.5% (-0.84%)
3% less capital invested
Capital invested by funds: $30.1M → $29.2M (-$883K)
12% less funds holding
Funds holding: 42 → 37 (-5)
67% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$260K |
| 2 |
LPL Financial
San Diego,
California
|
+$240K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$216K |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$202K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$170K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$714K |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$415K |
| 3 |
MC
Moors & Cabot
Boston,
Massachusetts
|
-$285K |
| 4 |
JSW
Journey Strategic Wealth
Summit,
New Jersey
|
-$239K |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$217K |
DMO Hedge Fund Activity: Q2 2025 in Review
37 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Western Asset Mortgage Opportunity Fund (DMO) for Q2 2025, worth a combined $29.2M — down 2.9% from $30.1M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of DMO and 2 opened new positions — a net loss of 4 holders — while 11 trimmed existing stakes and 16 added.
The largest buyer was Morgan Stanley, adding an estimated $260K. The largest seller was Guggenheim Capital, cutting an estimated $714K.
- 37 institutional investors held Western Asset Mortgage Opportunity Fund (DMO) as of Q2 2025, down from 42 in Q1 2025.
- Funds reported $29.2M of Western Asset Mortgage Opportunity Fund stock for Q2 2025, down 2.9% quarter-over-quarter.
- 2 funds opened new Western Asset Mortgage Opportunity Fund positions in Q2 2025 and 6 closed out, a net change of -4 holders.
- The largest Western Asset Mortgage Opportunity Fund buyer in Q2 2025 was Morgan Stanley, an estimated $260K added.
- The largest Western Asset Mortgage Opportunity Fund seller in Q2 2025 was Guggenheim Capital, an estimated $714K sold.
Based on aggregated 13F filings for Q2 2025.