Western Asset Inflation-Linked Opportunities & Income Fund is a publicly traded company on NYSE. As of Q3 2025, 81 institutional investors hold shares in this company, with total holdings valued at $219.1M. MORGAN STANLEY is the largest holder with a position valued at $65.8M.
Overview of institutional ownership in WIW as of Q3 2025
Institutions with the largest positions in WIW as of Q3 2025
| Institution | Position Value |
|---|---|
MORGAN STANLEY RIA/Wealth | $65.8M 0.00% of portfolio |
RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy | $15.1M 0.91% of portfolio |
WELLS FARGO & COMPANY/MN Institution | $13.1M 0.00% of portfolio |
1607 Capital Partners, LLC Hedge Fund•Sector | $12.9M 0.97% of portfolio |
Allspring Global Investments Holdings, LLC Long Only Manager | $10.5M 0.02% of portfolio |
Invesco Ltd. ETF Provider | $9.1M 0.00% of portfolio |
P PenderFund Capital Management Ltd. Institution | $8.9M 3.52% of portfolio |
G GUGGENHEIM CAPITAL LLC Institution | $8.2M 0.06% of portfolio |
Private Advisor Group, LLC RIA/Wealth | $7.8M 0.04% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $6.9M 0.00% of portfolio |
Institutional buying and selling activity for WIW in Q3 2025
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$5.8M +649.8K shares |
T TrueMark Investments, LLC Institution | +$1.6M +176.5K shares |
FIRST TRUST ADVISORS LP ETF Provider | +$815.3K +91.7K shares |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC RIA/Wealth | +$722.6K +81.3K shares |
G GUGGENHEIM CAPITAL LLC Institution | +$650.0K +73.1K shares |
Private Advisor Group, LLC RIA/Wealth | +$649.6K +73.1K shares |
BANK OF AMERICA CORP /DE/ Institution | +$526.4K +59.2K shares |
Summit Financial, LLC RIA/Wealth | +$382.9K +43.1K shares |
HBW Advisory Services LLC RIA/Wealth | +$319.7K +36.0K shares |
Invesco Ltd. ETF Provider | +$262.6K +29.5K shares |
| Institution | Net Sold |
|---|---|
Allspring Global Investments Holdings, LLC Long Only Manager | −$5.7M −640.8K shares |
1607 Capital Partners, LLC Hedge Fund•Sector | −$4.5M −509.6K shares |
RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy | −$2.2M −249.8K shares |
UBS Group AG Institution | −$795.6K −89.5K shares |
P PFG Investments, LLC Institution | −$640.6K −73.1K shares |
R READYSTATE ASSET MANAGEMENT LP Hedge Fund•Multi-Strategy | −$491.9K −56.2K shares |
RIVERBRIDGE PARTNERS LLC Long Only Manager | −$408.2K −45.9K shares |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Market Neutral | −$383.8K −43.8K shares |
Clear Creek Financial Management, LLC RIA/Wealth | −$253.2K −28.9K shares |
WELLS FARGO & COMPANY/MN Institution | −$158.9K −17.9K shares |
Institutions that initiated new positions or completely exited WIW in Q3 2025
| Institution | Position Value |
|---|---|
T TrueMark Investments, LLC Institution | $1.6M 176.5K shares |
Summit Financial, LLC RIA/Wealth | $382.9K 43.1K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | $174.7K 19.7K shares |
Turim 21 Investimentos Ltda. RIA/Wealth | $50.4K 5.7K shares |
PEAPACK GLADSTONE FINANCIAL CORP Institution | - - shares |
- - shares |
| Institution | Previous Position |
|---|---|
P PFG Investments, LLC Institution | $640.6K 73.1K shares |
R READYSTATE ASSET MANAGEMENT LP Hedge Fund•Multi-Strategy | $491.9K 56.2K shares |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Market Neutral | $383.8K 43.8K shares |
Clear Creek Financial Management, LLC RIA/Wealth | $253.2K 28.9K shares |
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy | $126.3K 14.4K shares |
Emerald Investment Partners, LLC RIA/Wealth | $87.6K 10.0K shares |
EVERMAY WEALTH MANAGEMENT LLC RIA/Wealth | $4.4K 500.0 shares |
PEAPACK GLADSTONE FINANCIAL CORP Institution | - 12.4K shares |
- 12.0K shares |
Institutions with the largest Call and Put options positions in WIW as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with WIW as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
P PenderFund Capital Management Ltd. Institution | 3.52% $8.9M |
I Ionic Capital Management LLC Hedge Fund•Multi-Strategy | 1.67% $1.4M |
Atala Financial Inc RIA/Wealth | 1.21% $1.9M |
1607 Capital Partners, LLC Hedge Fund•Sector | 0.97% $12.9M |
Deschutes Portfolio Strategy, LLC RIA/Wealth | 0.92% $2.0M |
RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy | 0.91% $15.1M |
Wakefield Asset Management LLLP RIA/Wealth | 0.75% $2.8M |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC RIA/Wealth | 0.56% $2.9M |
Cutler Capital Management, LLC Hedge Fund•Convert Bond Arb | 0.45% $923.6K |
ROBINSON CAPITAL MANAGEMENT, LLC Long Only Manager | 0.45% $611.1K |
Discover hedge funds investing in WIW

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $20.6M | 8.84% | |
Consumer Electronics Technology | $14.7M | 6.30% | |
Software - Infrastructure Technology | $13.4M | 5.74% |
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