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PMO

Putnam Municipal Opportunities Trust

87 hedge funds and large institutions have $92.7M invested in Putnam Municipal Opportunities Trust in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 20

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

14% more capital invested

Capital invested by funds: $81.4M → $92.7M (+$11.3M)

2.45% more ownership

Funds ownership: 24.79%27.23% (+2.4%)

2% more funds holding

Funds holding: 8587 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
87
Holders Change
+2
Holders Change %
+2.35%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
29
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
51
Cresset Asset Management
Illinois
$217K
OC
52
Oppenheimer & Co
New York
$216K +$26K +2,500 +14%
BB
53
Burford Brothers
Texas
$213K
CIA
54
Concurrent Investment Advisors
Florida
$196K
WIA
55
Westview Investment Advisors
Vermont
$164K +$159K +15,300 New
GCP
56
Gill Capital Partners
Colorado
$158K
SWM
57
Spire Wealth Management
Virginia
$150K
MC
58
Moors & Cabot
Massachusetts
$148K +$16.9K +1,620 +13%
CWM
59
Collaborative Wealth Management
Florida
$143K
SP
60
Successful Portfolios
Florida
$143K
Jane Street
61
Jane Street
New York
$139K +$11.1K +1,071 +9%
SCA
62
STALEY CAPITAL ADVISERS
Pennsylvania
$134K
AF
63
Allworth Financial
California
$128K -$1.45K -139 -1%
TWP
64
Tyche Wealth Partners
Texas
$128K
ACP
65
Aviance Capital Partners
Florida
$113K +$416 +40 +0.4%
WFA
66
Wellspring Financial Advisors
Ohio
$112K
MWM
67
Meridian Wealth Management
Kentucky
$108K
MML Investors Services
68
MML Investors Services
Massachusetts
$107K +$104K +10,014 New
MCM
69
MAI Capital Management
Ohio
$77.1K
Comerica Bank
70
Comerica Bank
Texas
$53.9K
DSC
71
Duncker Streett & Co
Missouri
$52.4K
GRP
72
Global Retirement Partners
California
$46.5K
EW
73
Elyxium Wealth
California
$44.5K +$43.2K +4,158 New
AWM
74
Activest Wealth Management
Florida
$40.4K -$3.9K -375 -9%
DJSG
75
D.J. St. Germain
Massachusetts
$32.1K