Western Asset High Income Opportunity Fund Inc.
HIO- Exchange
- NYSE
- SEC CIK
- 0000910068
No open-market purchases or sales by Western Asset High Income Opportunity Fund Inc. insiders were filed in the last 90 days; 112 institutions reported holding it in 13F filings for Q2 2026, worth $121.0M in total; no superinvestor holds it.
13F holders, Q4 2024
Institutional positions in Western Asset High Income Opportunity Fund Inc. as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 102
- +7 vs. Q3 2024
- Shares held
- 28.8M
- −253.8K (−0.9%) vs. Q3 2024
- Total value
- $113.4M
- −$4.32M (−3.7%) vs. Q3 2024
- New holders
- 18
- 36 more added
- Sold out
- 11
- 22 more reduced
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HIO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 112 | $121.0M |
| Q1 2026 | 119 | $117.8M |
| Q4 2025 | 116 | $112.0M |
| Q3 2025 | 104 | $106.7M |
| Q2 2025 | 98 | $102.0M |
| Q1 2025 | 98 | $100.7M |
| Q4 2024 | 102 | $113.4M |
| Q3 2024 | 99 | $119.6M |
| Q2 2024 | 98 | $118.0M |
| Q1 2024 | 103 | $130.8M |
| Q4 2023 | 108 | $141.2M |
| Q3 2023 | 114 | $134.7M |
| Q2 2023 | 107 | $144.9M |
| Q1 2023 | 101 | $142.5M |
| Q4 2022 | 108 | $152.1M |
| Q3 2022 | 98 | $137.6M |
| Q2 2022 | 108 | $150.6M |
| Q1 2022 | 96 | $128.1M |
| Q4 2021 | 100 | $141.6M |
| Q3 2021 | 93 | $178.7M |
| Q2 2021 | 95 | $190.6M |
| Q1 2021 | 100 | $181.7M |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Western Asset High Income Opportunity Fund Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 7,162,373 | $28.1M | 0.00% | +2,211,533+44.7% | Added |
| Capital Investment Advisors, LLC | 3,516,137 | $13.8M | 0.28% | +105,435+3.1% | Added |
| Pathstone Holdings, LLC | 2,811,967 | $11.1M | 0.05% | −153,524−5.2% | Reduced |
| Penserra Capital Management LLC | 1,286,395 | $5.05M | 0.09% | +86,657+7.2% | Added |
| Sit Investment Associates Inc | 1,255,712 | $4.93M | 0.11% | +108,624+9.5% | Added |
| Invesco Ltd. | 1,204,731 | $4.73M | 0.00% | +15,121+1.3% | Added |
| Fca Corp | 1,089,059 | $4.28M | 1.34% | +80,751+8.0% | Added |
| Guggenheim Capital LLC | 925,514 | $3.64M | 0.03% | −901−0.1% | Reduced |
| Rareview Capital LLC | 685,970 | $2.78M | 2.01% | +60,612+9.7% | Added |
| Raymond James Financial Inc | 701,991 | $2.76M | 0.00% | +701,991 | New |
| Wells Fargo & Company | 666,124 | $2.62M | 0.00% | +45,585+7.3% | Added |
| Evergreen Capital Management LLC | 545,219 | $2.14M | 0.07% | +16,467+3.1% | Added |
| Thrivent Financial for Lutherans | 524,334 | $2.06M | 0.00% | −7,000−1.3% | Reduced |
| RFG Advisory, LLC | 495,388 | $1.95M | 0.06% | +1,261+0.3% | Added |
| Fiera Capital Corp | 486,300 | $1.91M | 0.01% | −5,489−1.1% | Reduced |
| UBS Group AG | 482,193 | $1.90M | 0.00% | −47,142−8.9% | Reduced |
| Bank of America Corp | 457,048 | $1.80M | 0.00% | −56,730−11.0% | Reduced |
| Chicago Partners Investment Group LLC | 445,227 | $1.76M | 0.06% | −106,645−19.3% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 308,778 | $1.21M | 0.35% | +49,252+19.0% | Added |
| LPL Financial LLC | 277,938 | $1.09M | 0.00% | +199,893+256.1% | Added |
| Pathway Financial Advisers, LLC | 270,390 | $1.06M | 0.36% | +1,881+0.7% | Added |
| Pin Oak Investment Advisors Inc | 256,468 | $1.04M | 0.94% | 00.0% | Unchanged |
| First Trust Advisors LP | 249,631 | $981.0K | 0.00% | +12,866+5.4% | Added |
| Jones Financial Companies LLLP | 168,876 | $663.7K | 0.00% | +55,634+49.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 167,652 | $659.0K | 0.00% | +60,611+56.6% | Added |
| Stifel Financial Corp | 144,082 | $566.2K | 0.00% | −43,527−23.2% | Reduced |
| Royal Bank of Canada | 136,624 | $537.0K | 0.00% | +38,057+38.6% | Added |
| Wela Strategies, Inc. | 120,196 | $472.4K | 0.29% | +2,304+2.0% | Added |
| Envestnet Asset Management Inc | 110,083 | $432.6K | 0.00% | +4,910+4.7% | Added |
| Atria Wealth Solutions, Inc. | 106,700 | $419.3K | 0.00% | +3,584+3.5% | Added |
| Steward Partners Investment Advisory, LLC | 93,647 | $368.0K | 0.00% | +150.0% | Added |
| Advisor Group Holdings, Inc. | 85,948 | $337.8K | 0.00% | +29,872+53.3% | Added |
| Melfa Wealth Management, LLC | 78,950 | $310.3K | 0.21% | 00.0% | Unchanged |
| GWM Advisors LLC | 74,835 | $294.1K | 0.00% | −5,500−6.8% | Reduced |
| Truist Financial Corp | 72,159 | $283.6K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 69,583 | $273.5K | 0.00% | −1,454−2.0% | Reduced |
| Oppenheimer & Co Inc | 68,293 | $268.4K | 0.00% | +175+0.3% | Added |
| Everstar Asset Management, LLC | 54,627 | $214.7K | 0.15% | −7,119−11.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 52,319 | $205.6K | 0.00% | −1,056,356−95.3% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 50,985 | $200.4K | 0.07% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 46,245 | $181.7K | 0.00% | +675+1.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 42,757 | $168.0K | 0.02% | +5,137+13.7% | Added |
| Uhlmann Price Securities, LLC | 42,444 | $166.8K | 0.13% | −2,255−5.0% | Reduced |
| Chapin Davis, Inc. | 37,999 | $153.9K | 0.05% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 38,000 | $149.3K | 0.11% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 35,660 | $140.1K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 34,375 | $135.1K | 0.00% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 33,537 | $131.8K | 0.03% | +150+0.4% | Added |
| Comerica Bank | 33,031 | $129.8K | 0.00% | −15,235−31.6% | Reduced |
| Landscape Capital Management, L.L.C. | 32,562 | $128.0K | 0.01% | −40,882−55.7% | Reduced |
| Dudley Capital Management, LLC | 31,100 | $122.2K | 0.06% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 30,942 | $121.6K | 0.01% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 30,932 | $121.6K | 0.01% | −391,942−92.7% | Reduced |
| Transcend Wealth Collective, LLC | 28,386 | $111.6K | 0.01% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 27,343 | $107.5K | 0.04% | +2,033+8.0% | Added |
| Venture Visionary Partners LLC | 27,183 | $106.8K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 26,646 | $105.0K | 0.00% | +1,992+8.1% | Added |
| Uncommon Cents Investing LLC | 26,327 | $103.5K | 0.03% | 00.0% | Unchanged |
| Corps Capital Advisors, LLC | 25,000 | $98.3K | 0.10% | +25,000 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 23,219 | $91.3K | 0.00% | −5,185−18.3% | Reduced |
| MAI Capital Management | 21,586 | $84.8K | 0.00% | +21,586 | New |
| Atala Financial Inc | 21,500 | $84.5K | 0.06% | +21,500 | New |
| Commonwealth Equity Services, LLC | 19,794 | $78.0K | 0.00% | +19,794 | New |
| Samalin Investment Counsel, LLC | 19,432 | $76.4K | 0.03% | +19,432 | New |
| HighTower Advisors, LLC | 18,468 | $72.6K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 17,570 | $69.0K | 0.01% | +17,570 | New |
| Suncoast Equity Management | 16,941 | $66.6K | 0.01% | +591+3.6% | Added |
| Park Avenue Securities LLC | 16,247 | $64.0K | 0.00% | +3,951+32.1% | Added |
| Virtu Financial LLC | 16,353 | $64.0K | 0.00% | +16,353 | New |
| Reuter James Wealth Management, LLC | 15,466 | $60.8K | 0.01% | +15,466 | New |
| Encompass More Asset Management | 15,403 | $60.5K | 0.02% | +71+0.5% | Added |
| Integrated Wealth Concepts LLC | 15,175 | $59.6K | 0.00% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 14,873 | $58.5K | 0.01% | −12,874−46.4% | Reduced |
| RSM US Wealth Management LLC | 14,855 | $58.4K | 0.00% | +14,855 | New |
| Jackson Hole Capital Partners, LLC | 13,700 | $53.8K | 0.01% | +13,700 | New |
| Mariner, LLC | 13,580 | $53.4K | 0.00% | −42,052−75.6% | Reduced |
| Harbour Capital Advisors, LLC | 13,030 | $51.6K | 0.01% | −2,000−13.3% | Reduced |
| Green Square Capital Advisors LLC | 11,989 | $47.1K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 11,843 | $47.0K | 0.00% | −5,571−32.0% | Reduced |
| Quantum Private Wealth, LLC | 11,741 | $46.1K | 0.01% | 00.0% | Unchanged |
| Independent Advisor Alliance | 11,257 | $44.2K | 0.00% | +11,257 | New |
| Meridian Wealth Management, LLC | 11,200 | $44.0K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 11,046 | $43.4K | 0.00% | +11,046 | New |
| Equitable Holdings, Inc. | 10,554 | $41.5K | 0.00% | +145+1.4% | Added |
| Nova Wealth Management, Inc. | 10,450 | $41.1K | 0.04% | +10,450 | New |
| Horizon Kinetics Asset Management LLC | 10,072 | $39.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 8,000 | $31.4K | 0.00% | −533−6.2% | Reduced |
| The PNC Financial Services Group, Inc. | 7,429 | $29.2K | 0.00% | +1,500+25.3% | Added |
| Larson Financial Group LLC | 4,950 | $19.5K | 0.00% | +2,155+77.1% | Added |
| Synergy Financial Management, LLC | 2,467 | $9.99K | 0.00% | +2,467 | New |
| AdvisorNet Financial, Inc | 2,500 | $9.82K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 2,099 | $8.25K | 0.01% | +2,099 | New |
| Geneos Wealth Management Inc. | 1,292 | $5.08K | 0.00% | +666+106.4% | Added |
| Proequities, Inc. | 964 | $3.80K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 804 | $3.16K | 0.00% | +804 | New |
| Northwestern Mutual Wealth Management Co | 550 | $2.16K | 0.00% | +19+3.6% | Added |
| South State Corp. | 326 | $1.28K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 201 | $1.00K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 190 | $747 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 10 | $39 | 0.00% | +10 | New |