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GDO

Western Asset Global Corporate Defined Opportunity Fund

32 hedge funds and large institutions have $16.1M invested in Western Asset Global Corporate Defined Opportunity Fund in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

3% more funds holding

Funds holding: 3132 (+1)

1% more capital invested

Capital invested by funds: $15.8M → $16.1M (+$229K)

0.12% more ownership

Funds ownership: 17.87%17.98% (+0.12%)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

Holders
32
Holders Change
+1
Holders Change %
+3.23%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$1.72M +$380K +32,058 +28%
Morgan Stanley
2
Morgan Stanley
New York
$1.72M +$17.2K +1,450 +1%
Ameriprise
3
Ameriprise
Minnesota
$1.62M +$204K +17,217 +14%
SAM
4
Smith Asset Management
Florida
$1.5M -$23.3K -1,965 -2%
1CP
5
1607 Capital Partners
Virginia
$1.13M -$53.4K -4,500 -5%
Cerity Partners
6
Cerity Partners
New York
$1.07M
Fiera Capital (Canada)
7
Fiera Capital (Canada)
Quebec, Canada
$872K +$154K +12,969 +21%
Raymond James Financial
8
Raymond James Financial
Florida
$840K -$53.2K -4,481 -6%
UBS Group
9
UBS Group
Switzerland
$729K +$12.4K +1,044 +2%
SFS
10
Sowell Financial Services
Arkansas
$718K -$4.92K -415 -0.7%
DAS
11
Dynamic Advisor Solutions
Arizona
$677K -$4.71K -397 -0.7%
GC
12
Guggenheim Capital
Illinois
$642K -$204K -17,188 -24%
SFS
13
Shaker Financial Services
Virginia
$407K +$10.9K +918 +3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$399K +$37.5K +3,161 +10%
Bank of America
15
Bank of America
North Carolina
$397K -$70.8K -5,969 -15%
Wells Fargo
16
Wells Fargo
California
$287K +$66K +5,560 +30%
NA
17
NewEdge Advisors
Louisiana
$241K
SA
18
Sanctuary Advisors
Indiana
$212K -$320 -27 -0.2%
IAIM
19
International Assets Investment Management
Florida
$177K
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$177K +$177K +14,895 New
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$164K +$23.8K +2,009 +17%
HA
22
Huntleigh Advisors
Missouri
$159K -$29.7K -2,500 -16%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$44.7K -$1.61K -136 -3%
ASN
24
Advisory Services Network
Georgia
$37.3K +$37.2K +3,137 New
Comerica Bank
25
Comerica Bank
Texas
$33.2K

GDO Hedge Fund Activity: Q3 2025 in Review

32 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Western Asset Global Corporate Defined Opportunity Fund (GDO) for Q3 2025, worth a combined $16.1M — up 1.4% from $15.8M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new GDO positions and 3 closed out — a net gain of 1 holder — while 10 added to existing stakes and 10 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $380K. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $282K sold.

  • 32 institutional investors held Western Asset Global Corporate Defined Opportunity Fund (GDO) as of Q3 2025, up from 31 in Q2 2025.
  • Funds reported $16.1M of Western Asset Global Corporate Defined Opportunity Fund stock for Q3 2025, up 1.4% quarter-over-quarter.
  • 4 funds opened new Western Asset Global Corporate Defined Opportunity Fund positions in Q3 2025 and 3 closed out, a net change of +1 holder.
  • The largest Western Asset Global Corporate Defined Opportunity Fund buyer in Q3 2025 was Osaic Holdings, an estimated $380K added.
  • The largest Western Asset Global Corporate Defined Opportunity Fund seller in Q3 2025 was Wolverine Asset Management, an estimated $282K sold.

Based on aggregated 13F filings for Q3 2025.