Who Owns Western Asset Mortgage Opportunity Fund Inc. (DMO)?Hedge Fund & Institutional Holders
Institutional Holders
48
as of Q4 2025
Total Institutional Value
$4.000326620002e+87T
% of Float Held
—
QoQ Change in Holders
+13 / -4
Price History
DMO — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | New Position | +262K | +$2.0M |
| PARK AVENUE SECURITIES LLC | New Position | +78K | +$859K |
| Aviance Capital Partners, LLC | New Position | +41K | +$448K |
| Logan Stone Capital, LLC | New Position | +33K | +$369K |
| Noble Wealth Management PBC | New Position | +17K | +$189K |
| OPPENHEIMER & CO INC | New Position | +16K | +$171K |
| CoreCap Advisors, LLC | New Position | +6K | +$70K |
| Kilter Group LLC | New Position | +2K | +$26K |
| Blue Trust, Inc. | New Position | +285 | +$3K |
| TWO SIGMA SECURITIES, LLC | New Position | +14K | +$0 |
| Kestra Advisory Services, LLC | New Position | +2K | +$0 |
| Marex Group plc | New Position | +17K | +$0 |
| COMMONWEALTH EQUITY SERVICES, LLC | New Position | +36K | +$0 |
| Rockefeller Capital Management L.P. | Increased | +5 | +$-3.7M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Increased | +23K | +$-71.7M |
DMO — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Baird Financial Group, Inc. | Decreased | -97K | -$2.6B |
| Consolidated Portfolio Review Corp | Closed Position | -178K | -$2.1B |
| Thomas J. Herzfeld Advisors, Inc. | Decreased | -16K | -$1.6B |
| GUGGENHEIM CAPITAL LLC | Decreased | -5K | -$760.8M |
| OSAIC HOLDINGS, INC. | Decreased | -5K | -$613.5M |
| SeaCrest Wealth Management, LLC | Decreased | -2K | -$403.7M |
| UBS Group AG | Decreased | -736 | -$322.5M |
| JOURNEY STRATEGIC WEALTH LLC | Decreased | -11K | -$279.5M |
| CHOREO, LLC | Decreased | -3K | -$217.5M |
| Advisory Services Network, LLC | Closed Position | -2K | -$18.6M |
| Pacifica Partners Inc. | Closed Position | -1K | -$11.8M |
| BNP PARIBAS FINANCIAL MARKETS | Decreased | -239 | -$6.5M |
| PIN OAK INVESTMENT ADVISORS INC | Closed Position | -450 | -$5.3M |
| COMERICA BANK | Decreased | -77 | -$3.6M |
| Cambridge Investment Research Advisors, Inc. | Decreased | -174 | -$439K |
Top Institutional Holders(Q4 2025)
DMO Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 42 | $19.4M | +8 |
| Q3 2025 | 34 | $22.0B | +3 |
| Q2 2025 | 31 | $18.3B | -11 |
| Q1 2025 | 42 | $27.5B | +5 |
| Q4 2024 | 37 | $1.0T | +6 |
| Q3 2024 | 31 | $13.4T | -2 |
| Q2 2024 | 33 | $14.4T | +1 |
| Q1 2024 | 32 | $18.4T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 48 institutional investors hold DMO (Western Asset Mortgage Opportunity Fund Inc.). The largest holder is ROYAL BANK OF CANADA with $4.0M in shares. This quarter, 13 institutions opened new positions and 4 closed their positions.
Frequently Asked Questions
How many hedge funds own DMO?
As of Q4 2025, 48 institutional investors report holding DMO (Western Asset Mortgage Opportunity Fund Inc.) in their 13F filings.
Who is the largest institutional holder of DMO?
The largest institutional holder of DMO is ROYAL BANK OF CANADA with $4.0M in shares.
Is institutional ownership of DMO increasing or decreasing?
This quarter, 13 institutions opened new positions in DMO and 4 closed their positions.