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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
Morgan Stanley
1
Morgan Stanley
New York
$64.7M +$268K +31,241 +0.4%
1CP
2
1607 Capital Partners
Virginia
$17.2M +$264K +30,762 +2%
RCM
3
Rivernorth Capital Management
Florida
$17.1M -$159K -18,550 -0.9%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$15.9M -$893K -104,018 -5%
Wells Fargo
5
Wells Fargo
California
$13.1M +$201K +23,401 +2%
PCM
6
PenderFund Capital Management
British Columbia, Canada
$8.72M +$248K +28,941 +3%
Invesco
7
Invesco
Georgia
$8.72M +$67.4K +7,860 +0.8%
GC
8
Guggenheim Capital
Illinois
$7.41M +$921K +107,360 +15%
PAG
9
Private Advisor Group
New Jersey
$7.07M -$206K -23,986 -3%
Bank of America
10
Bank of America
North Carolina
$6.25M +$199K +23,152 +3%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$4.68M +$165K +19,228 +4%
HighTower Advisors
12
HighTower Advisors
Illinois
$4.36M -$2.45K -286 -0.1%
Capstone Investment Advisors
13
Capstone Investment Advisors
New York
$4.05M +$910K +106,074 +30%
WAM
14
Wakefield Asset Management
Colorado
$2.64M -$16.4K -1,912 -0.6%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.39M +$577K +67,220 +33%
Stifel Financial
16
Stifel Financial
Missouri
$2.28M -$51.6K -6,009 -2%
Fiera Capital (Canada)
17
Fiera Capital (Canada)
Quebec, Canada
$2.26M -$53.6K -6,246 -2%
PIWA
18
Prevail Innovative Wealth Advisors
Kansas
$2.15M +$679K +79,119 +48%
MC
19
Matisse Capital
Oregon
$2.01M -$4.57K -533 -0.2%
AF
20
Atala Financial
California
$1.88M
First Trust Advisors
21
First Trust Advisors
Illinois
$1.78M +$364K +42,474 +26%
Raymond James Financial
22
Raymond James Financial
Florida
$1.62M +$212K +24,749 +16%
UBS Group
23
UBS Group
Switzerland
$1.58M +$436K +50,800 +39%
SIA
24
Sit Investment Associates
Minnesota
$1.46M
NAS
25
NWF Advisory Services
California
$1.37M +$2.57K +300 +0.2%

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.