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GDO

Western Asset Global Corporate Defined Opportunity Fund

28 hedge funds and large institutions have $17.3M invested in Western Asset Global Corporate Defined Opportunity Fund in 2025 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

8% more capital invested

Capital invested by funds: $16.1M → $17.3M (+$1.25M)

1.53% more ownership

Funds ownership: 17.98%19.51% (+1.5%)

13% less funds holding

Funds holding: 3228 (-4)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
28
Holders Change
-4
Holders Change %
-12.5%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
10
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$2.09M +$379K +32,308 +22%
Morgan Stanley
2
Morgan Stanley
New York
$1.92M +$208K +17,718 +12%
Ameriprise
3
Ameriprise
Minnesota
$1.78M +$172K +14,665 +11%
SAM
4
Smith Asset Management
Florida
$1.37M -$127K -10,812 -9%
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$1.24M +$367K +31,264 +43%
SFS
6
Shaker Financial Services
Virginia
$1.12M +$717K +61,145 +181%
Cerity Partners
7
Cerity Partners
New York
$1.07M
GC
8
Guggenheim Capital
Illinois
$924K +$283K +24,150 +45%
1CP
9
1607 Capital Partners
Virginia
$815K -$306K -26,044 -27%
UBS Group
10
UBS Group
Switzerland
$788K +$62.2K +5,305 +9%
Raymond James Financial
11
Raymond James Financial
Florida
$735K -$98.6K -8,407 -12%
SFS
12
Sowell Financial Services
Arkansas
$714K
DAS
13
Dynamic Advisor Solutions
Arizona
$642K -$31K -2,644 -5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$405K +$8.25K +703 +2%
Bank of America
15
Bank of America
North Carolina
$292K -$103K -8,753 -26%
NA
16
NewEdge Advisors
Louisiana
$239K
Wells Fargo
17
Wells Fargo
California
$236K -$48.7K -4,149 -17%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$234K +$70.6K +6,020 +44%
SA
19
Sanctuary Advisors
Indiana
$215K +$3.7K +315 +2%
IAIM
20
International Assets Investment Management
Florida
$177K
HA
21
Huntleigh Advisors
Missouri
$158K
KAS
22
Kestra Advisory Services
Texas
$84.3K +$83.8K +7,140 New
Comerica Bank
23
Comerica Bank
Texas
$33K
FFA
24
Farther Finance Advisors
California
$20.2K
NWMP
25
Noble Wealth Management PBC
Colorado
$15.3K

GDO Hedge Fund Activity: Q4 2025 in Review

28 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Western Asset Global Corporate Defined Opportunity Fund (GDO) for Q4 2025, worth a combined $17.3M — up 7.8% from $16.1M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of GDO and 1 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 10 added.

The largest buyer was Shaker Financial Services, adding an estimated $717K. The largest seller was 1607 Capital Partners, cutting an estimated $306K.

  • 28 institutional investors held Western Asset Global Corporate Defined Opportunity Fund (GDO) as of Q4 2025, down from 32 in Q3 2025.
  • Funds reported $17.3M of Western Asset Global Corporate Defined Opportunity Fund stock for Q4 2025, up 7.8% quarter-over-quarter.
  • 1 fund opened new Western Asset Global Corporate Defined Opportunity Fund positions in Q4 2025 and 5 closed out, a net change of -4 holders.
  • The largest Western Asset Global Corporate Defined Opportunity Fund buyer in Q4 2025 was Shaker Financial Services, an estimated $717K added.
  • The largest Western Asset Global Corporate Defined Opportunity Fund seller in Q4 2025 was 1607 Capital Partners, an estimated $306K sold.

Based on aggregated 13F filings for Q4 2025.