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WIW

Western Asset Inflation-Linked Opportunities & Income Fund

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: 9591 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$202K -$5.79K -675 -3%
Jane Street
52
Jane Street
New York
$200K +$196K +22,847 New
BCA
53
Bay Colony Advisors
Massachusetts
$188K +$90.5K +10,551 +97%
MFG
54
Merit Financial Group
Georgia
$173K +$72K +8,385 +73%
MML Investors Services
55
MML Investors Services
Massachusetts
$169K +$2.95K +344 +2%
AIS
56
Accredited Investor Services
Minnesota
$163K -$4.88K -569 -3%
SPIA
57
Steward Partners Investment Advisory
New York
$160K
SFS
58
Sowell Financial Services
Arkansas
$149K -$7.16K -834 -5%
VCP
59
Verus Capital Partners
Arizona
$148K -$2.98K -347 -2%
GF
60
Gries Financial
Ohio
$141K -$9.63K -1,122 -7%
Walleye Capital
61
Walleye Capital
New York
$126K +$124K +14,423 New
NFG
62
Nations Financial Group
Iowa
$124K +$1.59K +185 +1%
HAS
63
HBW Advisory Services
California
$123K +$121K +14,098 New
GWM
64
Geneos Wealth Management
Colorado
$114K -$107K -12,472 -49%
PGFC
65
Peapack-Gladstone Financial Corp
New Jersey
$108K -$41K -4,774 -28%
PWPS
66
Pinnacle Wealth Planning Services
Ohio
$106K -$489 -57 -0.5%
DWM
67
DKM Wealth Management
California
$105K
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$105K +$103K +12,000 New
GC
69
GatePass Capital
Ohio
$101K +$98.7K +11,500 New
MA
70
Mezzasalma Advisors
New Jersey
$97.1K +$2.03K +237 +2%
HC
71
Hara Capital
Washington
$94.4K
WP
72
WealthShield Partners
North Carolina
$87.6K +$85.8K +10,000 New
US Bancorp
73
US Bancorp
Minnesota
$78.8K
BBPWM
74
Blue Bell Private Wealth Management
Pennsylvania
$68.5K -$695 -81 -1%
WA
75
WPG Advisers
Maryland
$48.3K -$5.07K -591 -10%

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.