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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
CCFM
51
Clear Creek Financial Management
Washington
$254K
GWM
52
Geneos Wealth Management
Colorado
$224K +$219K +25,454 +30,302%
Mariner
53
Mariner
Kansas
$209K +$25.8K +2,996 +14%
AC
54
Almitas Capital
California
$198K -$25.3K -2,931 -12%
AIS
55
Accredited Investor Services
Minnesota
$169K +$165K +19,192 New
MML Investors Services
56
MML Investors Services
Massachusetts
$167K -$74.1K -8,594 -31%
SPIA
57
Steward Partners Investment Advisory
New York
$161K +$3.22K +374 +2%
SFS
58
Sowell Financial Services
Arkansas
$156K +$153K +17,800 New
AL
59
Arnhold LLC
New York
$154K
GF
60
Gries Financial
Ohio
$152K +$149K +17,248 New
VCP
61
Verus Capital Partners
Arizona
$151K -$22.6K -2,621 -13%
PGFC
62
Peapack-Gladstone Financial Corp
New Jersey
$151K -$265K -30,752 -64%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$137K +$134K +15,557 New
PAS
64
Park Avenue Securities
New York
$132K -$1.37M -158,659 -91%
MC
65
Moors & Cabot
Massachusetts
$132K
NFG
66
Nations Financial Group
Iowa
$123K +$1.4K +162 +1%
EC
67
Elequin Capital
New York
$112K -$31.6K -3,666 -22%
PWPS
68
Pinnacle Wealth Planning Services
Ohio
$107K +$15.2K +1,768 +17%
DWM
69
DKM Wealth Management
California
$105K
Northern Trust
70
Northern Trust
Illinois
$105K +$103K +12,000 New
MFG
71
Merit Financial Group
Georgia
$100K +$98.4K +11,412 New
MA
72
Mezzasalma Advisors
New Jersey
$95.4K +$1.95K +226 +2%
BCA
73
Bay Colony Advisors
Massachusetts
$95.2K
HC
74
Hara Capital
Washington
$94.7K -$92.9K -10,774 -50%
SG
75
StoneX Group
New York
$91.1K +$138 +16 +0.2%

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.