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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
Morgan Stanley
1
Morgan Stanley
New York
$64.6M +$2.8M +325,428 +5%
RCM
2
Rivernorth Capital Management
Florida
$17.3M -$668K -77,506 -4%
1CP
3
1607 Capital Partners
Virginia
$16.9M -$1.6M -185,200 -9%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$16.9M -$4.01M -465,852 -19%
Wells Fargo
5
Wells Fargo
California
$12.9M +$1.55M +179,362 +14%
Invesco
6
Invesco
Georgia
$8.68M +$87.5K +10,149 +1%
PAG
7
Private Advisor Group
New Jersey
$7.31M +$1.42M +165,284 +25%
GC
8
Guggenheim Capital
Illinois
$6.49M +$711K +82,547 +13%
Bank of America
9
Bank of America
North Carolina
$6.06M +$636K +73,760 +12%
LPL Financial
10
LPL Financial
California
$4.66M +$740K +85,809 +19%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$4.52M +$60.3K +6,996 +1%
HighTower Advisors
12
HighTower Advisors
Illinois
$4.38M -$117K -13,562 -3%
Capstone Investment Advisors
13
Capstone Investment Advisors
New York
$3.14M +$443K +51,384 +17%
WAM
14
Wakefield Asset Management
Colorado
$2.66M +$8.43K +978 +0.3%
Stifel Financial
15
Stifel Financial
Missouri
$2.34M +$129 +15 +0%
Fiera Capital (Canada)
16
Fiera Capital (Canada)
Quebec, Canada
$2.32M
MC
17
Matisse Capital
Oregon
$2.03M
AF
18
Atala Financial
California
$1.89M -$31.9K -3,700 -2%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.81M -$62.9K -7,294 -3%
RP
20
Riverbridge Partners
Minnesota
$1.53M +$1.5M +174,116 New
PIWA
21
Prevail Innovative Wealth Advisors
Kansas
$1.46M +$263K +30,517 +22%
SIA
22
Sit Investment Associates
Minnesota
$1.46M
First Trust Advisors
23
First Trust Advisors
Illinois
$1.41M +$584K +67,755 +73%
Raymond James Financial
24
Raymond James Financial
Florida
$1.4M +$56.7K +6,581 +4%
NAS
25
NWF Advisory Services
California
$1.38M +$1.35M +156,450 New

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.