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WIW

Western Asset Inflation-Linked Opportunities & Income Fund

95 hedge funds and large institutions have $216M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 22

1% more funds holding

Funds holding: 9495 (+1)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

2% more capital invested

Capital invested by funds: $212M → $216M (+$3.44M)

0.33% more ownership

Funds ownership: 41.26%41.59% (+0.33%)

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
39
Reduced
22
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RGC
26
Roberts, Glore & Co
Illinois
$1.37M -$153K -17,734 -10%
UBS Group
27
UBS Group
Switzerland
$1.14M +$203K +23,610 +22%
ICM
28
Ionic Capital Management
New York
$1.14M
GWI
29
Grace & White Inc
New York
$1.1M
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$952K -$496K -57,543 -35%
CCM
31
Cutler Capital Management
Massachusetts
$797K +$16.4K +1,900 +2%
USCWA
32
U.S. Capital Wealth Advisors
Texas
$775K -$72.3K -8,390 -9%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$760K +$5.83K +676 +0.8%
SAM
34
Stansberry Asset Management
Texas
$690K +$45K +5,222 +7%
RAM
35
Readystate Asset Management
Illinois
$643K +$369K +42,792 +141%
PI
36
PFG Investments
New York
$643K +$26 +3 +0%
DAS
37
Dynamic Advisor Solutions
Arizona
$606K +$594K +68,943 New
LCM
38
Landscape Capital Management
New Jersey
$603K -$382K -44,378 -39%
TFCP
39
Twin Focus Capital Partners
Massachusetts
$572K +$42.2K +4,900 +8%
PCM
40
PenderFund Capital Management
British Columbia, Canada
$495K +$119K +13,762 +1%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$482K +$179K +20,756 +61%
OC
42
Oppenheimer & Co
New York
$474K +$56K +6,500 +14%
HCM
43
Hollencrest Capital Management
California
$473K
Comerica Bank
44
Comerica Bank
Texas
$409K +$7.6K +882 +2%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$377K -$1.39M -161,799 -79%
BWM
46
BlackDiamond Wealth Management
New York
$343K +$36.7K +4,263 +12%
CAM
47
Concorde Asset Management
Michigan
$322K +$862 +100 +0.3%
Citadel Advisors
48
Citadel Advisors
Florida
$301K +$147K +17,001 +99%
UPS
49
UHLMANN PRICE SECURITIES
Illinois
$297K +$6.06K +703 +2%
HWAM
50
Hennion & Walsh Asset Management
New Jersey
$292K -$20.9K -2,428 -7%

WIW Hedge Fund Activity: Q1 2025 in Review

95 of the 7,463 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q1 2025, worth a combined $216M — up 1.6% from $212M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new WIW positions and 11 closed out — a net gain of 1 holder — while 39 added to existing stakes and 22 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.8M. The largest seller was Allspring Global Investments, cutting an estimated $4.01M.

  • 95 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q1 2025, up from 94 in Q4 2024.
  • Funds reported $216M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q1 2025, up 1.6% quarter-over-quarter.
  • 12 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q1 2025 and 11 closed out, a net change of +1 holder.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q1 2025 was Morgan Stanley, an estimated $2.8M added.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q1 2025 was Allspring Global Investments, an estimated $4.01M sold.

Based on aggregated 13F filings for Q1 2025.