WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

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
Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
1.29%
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
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.86M
2
Wells Fargo
Wells Fargo
California
+$1.58M
3
RP
Riverbridge Partners
Minnesota
+$1.53M
4
PAG
Private Advisor Group
New Jersey
+$1.45M
5
NAS
NWF Advisory Services
California
+$1.38M

Top Sellers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$4.09M
2
1CP
1607 Capital Partners
Virginia
-$1.63M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.42M
4
PAS
Park Avenue Securities
New York
-$1.4M
5
RCM
Rivernorth Capital Management
Florida
-$681K
Name Holding Trade Value Shares
Change 		Shares
Change %
RGC
26
Roberts, Glore & Co
Illinois
$1.37M -$156K -17,734 -10%
UBS Group
27
UBS Group
Switzerland
$1.14M +$208K +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 -$506K -57,543 -35%
CCM
31
Cutler Capital Management
Massachusetts
$797K +$16.7K +1,900 +2%
USCWA
32
U.S. Capital Wealth Advisors
Texas
$775K -$73.7K -8,390 -9%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$760K +$5.94K +676 +0.8%
SAM
34
Stansberry Asset Management
Texas
$690K +$45.9K +5,222 +7%
RAM
35
Readystate Asset Management
Illinois
$643K +$376K +42,792 +141%
PI
36
PFG Investments
New York
$643K +$26 +3 +0%
DAS
37
Dynamic Advisor Solutions
Arizona
$606K +$606K +68,943 New
LCM
38
Landscape Capital Management
New Jersey
$603K -$390K -44,378 -39%
TFCP
39
Twin Focus Capital Partners
Massachusetts
$572K +$43.1K +4,900 +8%
PCM
40
PenderFund Capital Management
British Columbia, Canada
$495K +$7.05K +13,762 +1%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$482K +$182K +20,756 +61%
OC
42
Oppenheimer & Co
New York
$474K +$57.1K +6,500 +14%
HCM
43
Hollencrest Capital Management
California
$473K – – –
Comerica Bank
44
Comerica Bank
Texas
$409K +$7.75K +882 +2%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$377K -$1.42M -161,799 -79%
BWM
46
BlackDiamond Wealth Management
New York
$343K +$36.7K +4,263 +12%
CAM
47
Concorde Asset Management
Michigan
$322K +$854 +100 +0.3%
Citadel Advisors
48
Citadel Advisors
Florida
$301K +$149K +17,001 +99%
UPS
49
UHLMANN PRICE SECURITIES
Illinois
$297K +$6.18K +703 +2%
HWAM
50
Hennion & Walsh Asset Management
New Jersey
$292K -$21.3K -2,428 -7%
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