Western Asset Mortgage Opportunity Fund
DMO
43 hedge funds and large institutions have $27.4M invested in Western Asset Mortgage Opportunity Fund in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
16% more funds holding
Funds holding: 37 → 43 (+6)
1% less ownership
Funds ownership: 21.5% → 20.49% (-1%)
6% less capital invested
Capital invested by funds: $29.2M → $27.4M (-$1.84M)
15% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$172K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$144K |
| 3 |
JSW
Journey Strategic Wealth
Summit,
New Jersey
|
+$125K |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$111K |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$58.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$643K |
| 2 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
-$533K |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$405K |
| 4 |
Morgan Stanley
New York
|
-$180K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$151K |
DMO Hedge Fund Activity: Q3 2025 in Review
43 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Western Asset Mortgage Opportunity Fund (DMO) for Q3 2025, worth a combined $27.4M — down 6.3% from $29.2M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new DMO positions and 3 closed out — a net gain of 6 holders — while 11 added to existing stakes and 13 trimmed.
The largest buyer was LPL Financial, adding an estimated $172K. The largest seller was Guggenheim Capital, cutting an estimated $643K.
- 43 institutional investors held Western Asset Mortgage Opportunity Fund (DMO) as of Q3 2025, up from 37 in Q2 2025.
- Funds reported $27.4M of Western Asset Mortgage Opportunity Fund stock for Q3 2025, down 6.3% quarter-over-quarter.
- 9 funds opened new Western Asset Mortgage Opportunity Fund positions in Q3 2025 and 3 closed out, a net change of +6 holders.
- The largest Western Asset Mortgage Opportunity Fund buyer in Q3 2025 was LPL Financial, an estimated $172K added.
- The largest Western Asset Mortgage Opportunity Fund seller in Q3 2025 was Guggenheim Capital, an estimated $643K sold.
Based on aggregated 13F filings for Q3 2025.