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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
US Bancorp
76
US Bancorp
Minnesota
$79.1K
BBPWM
77
Blue Bell Private Wealth Management
Pennsylvania
$69.4K
WA
78
WPG Advisers
Maryland
$53.6K +$30.2K +3,509 +135%
NSIM
79
North Star Investment Management
Illinois
$43.3K +$491 +57 +1%
BCWM
80
Bartlett & Co Wealth Management
Ohio
$26.4K
GCM
81
Gables Capital Management
Florida
$20.8K
TIM
82
Tortoise Investment Management
New York
$19.3K -$347K -40,230 -95%
WAM
83
Wolverine Asset Management
Illinois
$17.7K -$64.2K -7,455 -79%
NA
84
NewEdge Advisors
Louisiana
$16.2K +$327 +38 +2%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$15K
MCM
86
MAI Capital Management
Ohio
$14.7K -$9.75K -1,131 -40%
GJIA
87
Glass Jacobson Investment Advisors
Maryland
$12.4K
FDCDDQ
88
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.75K +$8.62K +1,000 New
AF
89
Allworth Financial
California
$7.29K
KFI
90
Key Financial Inc
Pennsylvania
$6.22K
IA
91
IFP Advisors
Florida
$4.39K
BWL
92
Bogart Wealth LLC
Virginia
$3.59K +$3.52K +409 New
EWA
93
EverSource Wealth Advisors
Alabama
$3.52K +$3.45K +400 New
SSB
94
Sandy Spring Bank
Maryland
$1.76K
BL
95
BFSG LLC
California
$660
Millennium Management
96
Millennium Management
New York
-$430K -52,028 Closed
CL
97
CSS LLC
Illinois
-$419K -50,627 Closed
KWA
98
Kingswood Wealth Advisors
California
-$291K -35,139 Closed
ICMP
99
Integrated Capital Management (Pennsylvania)
Pennsylvania
-$267K -32,338 Closed
RL
100
RPO LLC
Connecticut
-$174K -21,006 Closed

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.