WESTERN ASSET MTG DEFINED OPPO COM (DMO): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

WESTERN ASSET MTG DEFINED OPPO COM (DMO)

41 + Investors. Track Smart Money conviction in DMO. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — DMO

Based on 41 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added DMO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

📊

High ownership — 84% of 3.0Y peak

84% of all-time peak

41 funds currently hold this stock — 84% of the 3.0-year high of 49 funds (reached 2023 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q

+2 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 56% buying

20 buying16 selling

Last quarter: 20 funds bought or added vs 16 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 4 → 2 → 5 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 17% medium ■ 20% new

26 out of 41 hedge funds have held DMO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~6 new funds/quarter

2 → 4 → 2 → 5 → 6 new funds/Q

New funds entering each quarter: 4 → 2 → 5 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 10% 1-2yr ■ 22% new

Of 41 current holders: 28 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds

8 of 41 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in DMO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

2.7

out of 10

Low Exit Risk

Exit risk score 2.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	41	39	5.13%
13F Shares	2M	2M	-4.56%
Total Value	$28M	$27M	0.77%
New Positions	6	5	+1
Increased Positions	14	11	+3
Closed Positions	4	4	-
Reduced Positions	12	14	-2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

5.13%

13F Shares

-4.56%

Total Value

$28M

$27M

0.77%

New Positions

Increased Positions

Closed Positions

Reduced Positions

-2

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

41 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DMO. Verified SEC 13F-HR filings.

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 11 institutional holders of DMO — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Noble Wealth Management PBC	0.19%	34,797	$374K
2	SeaCrest Wealth Management, LLC	0.04%	31,280	$336K
3	JOURNEY STRATEGIC WEALTH LLC	0.01%	28,850	$310K
4	PARK AVENUE SECURITIES LLC	0.01%	82,596	—
5	HIGHLINE WEALTH PARTNERS LLC	0.00%	1,230	$13K
6	CoreCap Advisors, LLC	0.00%	6,400	$69K
7	OPPENHEIMER & CO INC	0.00%	15,500	$167K
8	Cambridge Investment Research Advisors, Inc.	0.00%	36,301	—
9	COMMONWEALTH EQUITY SERVICES, LLC	0.00%	33,988	$365K
10	Janney Montgomery Scott LLC	0.00%	10,578	—
11	FIFTH THIRD BANCORP	0.00%	232	$2K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — WESTERN ASSET MTG DEFINED OPPO COM (DMO)

What does the Smart Money Trend signal show for DMO?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added DMO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DMO?

Slight buying edge — 56% buying: Last quarter: 20 funds bought or added vs 16 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for DMO holders?

Elite ownership — 57% AUM from top-100 funds: 8 of 41 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in DMO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held DMO?

63% of holders stayed for 2+ years: 26 out of 41 hedge funds have held DMO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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WESTERN ASSET MTG DEFINED OPPO COM (DMO)

Smart Money Signals — DMO

Buying streak — 2 quarters in a row

High ownership — 84% of 3.0Y peak

Steady growth — +5% more funds vs a year ago

Slight buying edge — 56% buying

Steady new buyers — ~6 new funds per quarter

63% of holders stayed for 2+ years

Steady discovery — ~6 new funds/quarter

Deep conviction — 68% of holders stayed 2+ years

Elite ownership — 57% AUM from top-100 funds

Hedge Fund Ownership: DMO

Market Analysis: DMO

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: DMO

Hedge Fund Positioning: DMO

Statistics: DMO

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — WESTERN ASSET MTG DEFINED OPPO COM (DMO)

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