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WIW

Western Asset Inflation-Linked Opportunities & Income Fund

88 hedge funds and large institutions have $223M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 26

0% more capital invested

Capital invested by funds: $223M → $223M (+$600K)

0.5% less ownership

Funds ownership: 41.59%41.09% (-0.5%)

3% less funds holding

Funds holding: 9188 (-3)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
88
Holders Change
-3
Holders Change %
-3.3%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
33
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NAS
26
NWF Advisory Services
California
$1.39M -$4.42K -500 -0.3%
ICM
27
Ionic Capital Management
New York
$1.39M +$102K +11,500 +8%
RGC
28
Roberts, Glore & Co
Illinois
$1.32M -$6.35K -718 -0.5%
GWI
29
Grace & White Inc
New York
$1.09M -$19.9K -2,251 -2%
CCM
30
Cutler Capital Management
Massachusetts
$924K +$21.2K +2,400 +2%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$920K -$16.3K -1,840 -2%
SCM
32
Saba Capital Management
New York
$889K +$884K +100,000 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$854K +$25.7K +2,912 +3%
RP
34
Riverbridge Partners
Minnesota
$813K -$406K -45,913 -33%
UBS Group
35
UBS Group
Switzerland
$812K -$791K -89,491 -49%
DAS
36
Dynamic Advisor Solutions
Arizona
$797K +$129K +14,578 +19%
SAM
37
Stansberry Asset Management
Texas
$768K +$27.3K +3,092 +4%
USCWA
38
U.S. Capital Wealth Advisors
Texas
$684K -$95.1K -10,758 -12%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$668K +$155K +17,560 +30%
TFCP
40
Twin Focus Capital Partners
Massachusetts
$640K +$39.8K +4,500 +7%
OC
41
Oppenheimer & Co
New York
$628K +$42K +4,750 +7%
RCM
42
Robinson Capital Management
Michigan
$611K
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$502K +$32.1K +3,629 +7%
HCM
44
Hollencrest Capital Management
California
$479K
Comerica Bank
45
Comerica Bank
Texas
$447K -$8.01K -906 -2%
HAS
46
HBW Advisory Services
California
$445K +$318K +35,965 +255%
CAM
47
Concorde Asset Management
Michigan
$423K +$420K +47,550 New
SF
48
Summit Financial
New Jersey
$383K +$381K +43,072 New
UPS
49
UHLMANN PRICE SECURITIES
Illinois
$314K +$27.4K +3,104 +10%
BWM
50
BlackDiamond Wealth Management
New York
$265K -$3.9K -441 -1%

WIW Hedge Fund Activity: Q3 2025 in Review

88 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q3 2025, worth a combined $223M — up 0.27% from $223M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of WIW and 7 opened new positions — a net loss of 3 holders — while 26 trimmed existing stakes and 33 added.

The largest buyer was LPL Financial, adding an estimated $5.74M. The largest seller was Allspring Global Investments, cutting an estimated $5.66M.

  • 88 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q3 2025, down from 91 in Q2 2025.
  • Funds reported $223M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q3 2025, up 0.27% quarter-over-quarter.
  • 7 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q3 2025 and 10 closed out, a net change of -3 holders.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q3 2025 was LPL Financial, an estimated $5.74M added.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q3 2025 was Allspring Global Investments, an estimated $5.66M sold.

Based on aggregated 13F filings for Q3 2025.