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WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

91 hedge funds and large institutions have $223M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 28

3% more capital invested

Capital invested by funds: $216M → $223M (+$7.24M)

0.01% less ownership

Funds ownership: 41.59% → 41.59% (-0.01%)

4% less funds holding

Funds holding: 95 → 91 (-4)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
91
Holders Change
-4
Holders Change %
-4.21%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
34
Reduced
28
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$921K
2
Capstone Investment Advisors
Capstone Investment Advisors
New York
+$910K
3
PIWA
Prevail Innovative Wealth Advisors
Kansas
+$679K
4
RCM
Robinson Capital Management
Michigan
+$590K
5
Osaic Holdings
Osaic Holdings
Arizona
+$577K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$3.88M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$893K
3
RP
Riverbridge Partners
Minnesota
-$316K
4
Citadel Advisors
Citadel Advisors
Florida
-$301K
5
HWAM
Hennion & Walsh Asset Management
New Jersey
-$292K
Name Holding Trade Value Shares
Change 		Change in
Stake
RGC
26
Roberts, Glore & Co
Illinois
$1.31M -$55.4K -6,452 -4%
ICM
27
Ionic Capital Management
New York
$1.27M +$129K +15,000 +12%
RP
28
Riverbridge Partners
Minnesota
$1.2M -$316K -36,796 -21%
GWI
29
Grace & White Inc
New York
$1.09M – – –
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$922K -$26.1K -3,047 -3%
CCM
31
Cutler Capital Management
Massachusetts
$889K +$92.9K +10,827 +12%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$816K +$56.8K +6,625 +8%
USCWA
33
U.S. Capital Wealth Advisors
Texas
$768K -$4.26K -496 -0.6%
SAM
34
Stansberry Asset Management
Texas
$730K +$41.1K +4,789 +6%
LPL Financial
35
LPL Financial
California
$689K -$3.88M -451,700 -85%
DAS
36
Dynamic Advisor Solutions
Arizona
$658K +$52.6K +6,125 +9%
PI
37
PFG Investments
New York
$641K +$17 +2 +0%
TCM
38
Traub Capital Management
Massachusetts
$608K +$596K +69,411 New
RCM
39
Robinson Capital Management
Michigan
$602K +$590K +68,740 New
TFCP
40
Twin Focus Capital Partners
Massachusetts
$591K +$20.6K +2,400 +4%
OC
41
Oppenheimer & Co
New York
$577K +$103K +12,000 +22%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$505K +$24.1K +2,804 +5%
RAM
43
Readystate Asset Management
Illinois
$492K -$146K -17,014 -23%
HCM
44
Hollencrest Capital Management
California
$472K – – –
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$463K +$85.5K +9,960 +23%
Comerica Bank
46
Comerica Bank
Texas
$448K +$40.1K +4,672 +10%
LCM
47
Landscape Capital Management
New Jersey
$384K -$212K -24,756 -36%
UPS
48
UHLMANN PRICE SECURITIES
Illinois
$282K -$14K -1,635 -5%
BWM
49
BlackDiamond Wealth Management
New York
$266K -$82K -9,556 -24%
CCFM
50
Clear Creek Financial Management
Washington
$253K – – –
1
2
3 4 5

WIW Hedge Fund Activity: Q2 2025 in Review

91 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q2 2025, worth a combined $223M — up 3.4% from $216M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of WIW and 11 opened new positions — a net loss of 2 holders — while 28 trimmed existing stakes and 34 added.

The largest buyer was Guggenheim Capital, adding an estimated $921K. The largest seller was LPL Financial, cutting an estimated $3.88M.

  • 91 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q2 2025, down from 95 in Q1 2025.
  • Funds reported $223M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q2 2025, up 3.4% quarter-over-quarter.
  • 11 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q2 2025 and 13 closed out, a net change of -2 holders.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q2 2025 was Guggenheim Capital, an estimated $921K added.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q2 2025 was LPL Financial, an estimated $3.88M sold.

Based on aggregated 13F filings for Q2 2025.