We are live on ! Find out more
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
NSIM
76
North Star Investment Management
Illinois
$43.7K +$515 +60 +1%
BCWM
77
Bartlett & Co Wealth Management
Ohio
$26.3K
GCM
78
Gables Capital Management
Florida
$20.7K
TIM
79
Tortoise Investment Management
New York
$19.2K
NA
80
NewEdge Advisors
Louisiana
$16.5K +$352 +41 +2%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$15K
MCM
82
MAI Capital Management
Ohio
$14.6K
AF
83
Allworth Financial
California
$10.1K +$2.57K +300 +35%
FDCDDQ
84
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.77K
KFI
85
Key Financial Inc
Pennsylvania
$6.2K
IA
86
IFP Advisors
Florida
$4.38K
EWM
87
Evermay Wealth Management
Virginia
$4.38K +$4.29K +500 New
MSFP
88
Mark Sheptoff Financial Planning
Connecticut
$4.38K +$4.29K +500 New
AUB
89
Atlantic Union Bankshares
Virginia
$1.75K +$1.72K +200 New
BL
90
BFSG LLC
California
$657
BWL
91
Bogart Wealth LLC
Virginia
$40 -$3.47K -404 -99%
Citadel Advisors
92
Citadel Advisors
Florida
-$301K -34,190 Closed
HWAM
93
Hennion & Walsh Asset Management
New Jersey
-$292K -33,182 Closed
AC
94
Almitas Capital
California
-$198K -22,523 Closed
AL
95
Arnhold LLC
New York
-$154K -17,500 Closed
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
-$137K -15,557 Closed
MC
97
Moors & Cabot
Massachusetts
-$132K -15,000 Closed
PAS
98
Park Avenue Securities
New York
-$132K -14,963 Closed
EC
99
Elequin Capital
New York
-$112K -12,704 Closed
Northern Trust
100
Northern Trust
Illinois
-$105K -12,000 Closed

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.