Western Asset Mortgage Opportunity Fund
DMO
43 hedge funds and large institutions have $24.5M invested in Western Asset Mortgage Opportunity Fund in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 4 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 13
0% more funds holding
Funds holding: 43 → 43 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
1.08% less ownership
Funds ownership: 20.49% → 19.41% (-1.1%)
11% less capital invested
Capital invested by funds: $27.4M → $24.5M (-$2.92M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$390K |
| 2 |
LPL Financial
San Diego,
California
|
+$355K |
| 3 |
Morgan Stanley
New York
|
+$316K |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$269K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$231K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPRC
Consolidated Portfolio Review Corp
Woodbury,
New York
|
-$2.09M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$1.13M |
| 3 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$184K |
| 4 |
JSW
Journey Strategic Wealth
Summit,
New Jersey
|
-$123K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$57.8K |
DMO Hedge Fund Activity: Q4 2025 in Review
43 of the 8,270 institutional investors tracked by Wall St. Rank reported a position in Western Asset Mortgage Opportunity Fund (DMO) for Q4 2025, worth a combined $24.5M — down 11% from $27.4M a quarter earlier.
Fund positioning in DMO was balanced in Q4 2025: 4 funds opened new positions, 4 closed out, 15 added to existing stakes and 13 trimmed.
The largest buyer was Logan Stone Capital, opening a new position worth an estimated $390K. The largest seller was Consolidated Portfolio Review Corp, exiting entirely with an estimated $2.09M sold.
- 43 institutional investors held Western Asset Mortgage Opportunity Fund (DMO) as of Q4 2025, unchanged from Q3 2025.
- Funds reported $24.5M of Western Asset Mortgage Opportunity Fund stock for Q4 2025, down 11% quarter-over-quarter.
- 4 funds opened new Western Asset Mortgage Opportunity Fund positions in Q4 2025 and 4 closed out, a net change of 0 holders.
- The largest Western Asset Mortgage Opportunity Fund buyer in Q4 2025 was Logan Stone Capital, an estimated $390K added.
- The largest Western Asset Mortgage Opportunity Fund seller in Q4 2025 was Consolidated Portfolio Review Corp, an estimated $2.09M sold.
Based on aggregated 13F filings for Q4 2025.