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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
TIM
76
Tortoise Investment Management
New York
$19.5K
NA
77
NewEdge Advisors
Louisiana
$17.1K +$354 +40 +2%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$15K
MCM
79
MAI Capital Management
Ohio
$14.8K
FDCDDQ
80
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.87K
KFI
81
Key Financial Inc
Pennsylvania
$6.32K
IA
82
IFP Advisors
Florida
$4.45K
MSFP
83
Mark Sheptoff Financial Planning
Connecticut
$4.45K
AF
84
Allworth Financial
California
$2.67K -$7.51K -850 -74%
AUB
85
Atlantic Union Bankshares
Virginia
$1.78K
GWM
86
Geneos Wealth Management
Colorado
$747 -$115K -12,982 -99%
BL
87
BFSG LLC
California
$667
BWL
88
Bogart Wealth LLC
Virginia
$41
PI
89
PFG Investments
New York
-$641K -73,133 Closed
RAM
90
Readystate Asset Management
Illinois
-$492K -56,153 Closed
LCM
91
Landscape Capital Management
New Jersey
-$384K -43,816 Closed
CCFM
92
Clear Creek Financial Management
Washington
-$253K -28,900 Closed
Walleye Capital
93
Walleye Capital
New York
-$126K -14,423 Closed
PGFC
94
Peapack-Gladstone Financial Corp
New Jersey
-$108K -12,377 Closed
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
-$105K -12,000 Closed
GC
96
GatePass Capital
Ohio
-$101K -11,500 Closed
WP
97
WealthShield Partners
North Carolina
-$87.6K -10,000 Closed
EWM
98
Evermay Wealth Management
Virginia
-$4.38K -500 Closed

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.