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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $4 | 0.00% | – | – |
| Rothschild Investment LLC | 3 | $12 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 10 | $39 | 0.00% | +10 | New |
| Russell Investments Group, Ltd. | 190 | $747 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 201 | $1.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 326 | $1.28K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 550 | $2.16K | 0.00% | +19+3.6% | Added |
| Coppell Advisory Solutions LLC | 804 | $3.16K | 0.00% | +804 | New |
| Proequities, Inc. | 964 | $3.80K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,292 | $5.08K | 0.00% | +666+106.4% | Added |
| WPG Advisers, LLC | 2,099 | $8.25K | 0.01% | +2,099 | New |
| AdvisorNet Financial, Inc | 2,500 | $9.82K | 0.00% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 2,467 | $9.99K | 0.00% | +2,467 | New |
| Larson Financial Group LLC | 4,950 | $19.5K | 0.00% | +2,155+77.1% | Added |
| The PNC Financial Services Group, Inc. | 7,429 | $29.2K | 0.00% | +1,500+25.3% | Added |
| US Bancorp | 8,000 | $31.4K | 0.00% | −533−6.2% | Reduced |
| Horizon Kinetics Asset Management LLC | 10,072 | $39.6K | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 10,450 | $41.1K | 0.04% | +10,450 | New |
| Equitable Holdings, Inc. | 10,554 | $41.5K | 0.00% | +145+1.4% | Added |
| Avantax Advisory Services, Inc. | 11,046 | $43.4K | 0.00% | +11,046 | New |
| Meridian Wealth Management, LLC | 11,200 | $44.0K | 0.00% | 00.0% | Unchanged |
| Independent Advisor Alliance | 11,257 | $44.2K | 0.00% | +11,257 | New |
| Quantum Private Wealth, LLC | 11,741 | $46.1K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 11,843 | $47.0K | 0.00% | −5,571−32.0% | Reduced |
| Green Square Capital Advisors LLC | 11,989 | $47.1K | 0.01% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 13,030 | $51.6K | 0.01% | −2,000−13.3% | Reduced |
| Mariner, LLC | 13,580 | $53.4K | 0.00% | −42,052−75.6% | Reduced |
| Jackson Hole Capital Partners, LLC | 13,700 | $53.8K | 0.01% | +13,700 | New |
| RSM US Wealth Management LLC | 14,855 | $58.4K | 0.00% | +14,855 | New |
| Pekin Hardy Strauss, Inc. | 14,873 | $58.5K | 0.01% | −12,874−46.4% | Reduced |
| Integrated Wealth Concepts LLC | 15,175 | $59.6K | 0.00% | 00.0% | Unchanged |
| Encompass More Asset Management | 15,403 | $60.5K | 0.02% | +71+0.5% | Added |
| Reuter James Wealth Management, LLC | 15,466 | $60.8K | 0.01% | +15,466 | New |
| 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 |
| Suncoast Equity Management | 16,941 | $66.6K | 0.01% | +591+3.6% | Added |
| XTX Topco Ltd | 17,570 | $69.0K | 0.01% | +17,570 | New |
| HighTower Advisors, LLC | 18,468 | $72.6K | 0.00% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 19,432 | $76.4K | 0.03% | +19,432 | New |
| Commonwealth Equity Services, LLC | 19,794 | $78.0K | 0.00% | +19,794 | New |
| Atala Financial Inc | 21,500 | $84.5K | 0.06% | +21,500 | New |
| MAI Capital Management | 21,586 | $84.8K | 0.00% | +21,586 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 23,219 | $91.3K | 0.00% | −5,185−18.3% | Reduced |
| Corps Capital Advisors, LLC | 25,000 | $98.3K | 0.10% | +25,000 | New |
| Uncommon Cents Investing LLC | 26,327 | $103.5K | 0.03% | 00.0% | Unchanged |
| MML Investors Services, LLC | 26,646 | $105.0K | 0.00% | +1,992+8.1% | Added |
| Venture Visionary Partners LLC | 27,183 | $106.8K | 0.00% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 27,343 | $107.5K | 0.04% | +2,033+8.0% | Added |
| Transcend Wealth Collective, LLC | 28,386 | $111.6K | 0.01% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 30,932 | $121.6K | 0.01% | −391,942−92.7% | Reduced |
| Good Life Advisors, LLC | 30,942 | $121.6K | 0.01% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 31,100 | $122.2K | 0.06% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 32,562 | $128.0K | 0.01% | −40,882−55.7% | Reduced |
| Comerica Bank | 33,031 | $129.8K | 0.00% | −15,235−31.6% | Reduced |
| Lakeview Capital Partners, LLC | 33,537 | $131.8K | 0.03% | +150+0.4% | Added |
| Clearstead Advisors, LLC | 34,375 | $135.1K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 35,660 | $140.1K | 0.03% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 38,000 | $149.3K | 0.11% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 37,999 | $153.9K | 0.05% | 00.0% | Unchanged |
| Uhlmann Price Securities, LLC | 42,444 | $166.8K | 0.13% | −2,255−5.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 42,757 | $168.0K | 0.02% | +5,137+13.7% | Added |
| Stratos Wealth Partners, LTD. | 46,245 | $181.7K | 0.00% | +675+1.5% | Added |
| Walled Lake Planning & Wealth Management, LLC | 50,985 | $200.4K | 0.07% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 52,319 | $205.6K | 0.00% | −1,056,356−95.3% | Reduced |
| Everstar Asset Management, LLC | 54,627 | $214.7K | 0.15% | −7,119−11.5% | Reduced |
| Oppenheimer & Co Inc | 68,293 | $268.4K | 0.00% | +175+0.3% | Added |
| Cetera Investment Advisers | 69,583 | $273.5K | 0.00% | −1,454−2.0% | Reduced |
| Truist Financial Corp | 72,159 | $283.6K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 74,835 | $294.1K | 0.00% | −5,500−6.8% | Reduced |
| Melfa Wealth Management, LLC | 78,950 | $310.3K | 0.21% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 85,948 | $337.8K | 0.00% | +29,872+53.3% | Added |
| Steward Partners Investment Advisory, LLC | 93,647 | $368.0K | 0.00% | +150.0% | Added |
| Atria Wealth Solutions, Inc. | 106,700 | $419.3K | 0.00% | +3,584+3.5% | Added |
| Envestnet Asset Management Inc | 110,083 | $432.6K | 0.00% | +4,910+4.7% | Added |
| Wela Strategies, Inc. | 120,196 | $472.4K | 0.29% | +2,304+2.0% | Added |
| Royal Bank of Canada | 136,624 | $537.0K | 0.00% | +38,057+38.6% | Added |
| Stifel Financial Corp | 144,082 | $566.2K | 0.00% | −43,527−23.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 167,652 | $659.0K | 0.00% | +60,611+56.6% | Added |
| Jones Financial Companies LLLP | 168,876 | $663.7K | 0.00% | +55,634+49.1% | Added |
| First Trust Advisors LP | 249,631 | $981.0K | 0.00% | +12,866+5.4% | Added |
| Pin Oak Investment Advisors Inc | 256,468 | $1.04M | 0.94% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 270,390 | $1.06M | 0.36% | +1,881+0.7% | Added |
| LPL Financial LLC | 277,938 | $1.09M | 0.00% | +199,893+256.1% | Added |
| Prevail Innovative Wealth Advisors, LLC | 308,778 | $1.21M | 0.35% | +49,252+19.0% | Added |
| Chicago Partners Investment Group LLC | 445,227 | $1.76M | 0.06% | −106,645−19.3% | Reduced |
| Bank of America Corp | 457,048 | $1.80M | 0.00% | −56,730−11.0% | Reduced |
| UBS Group AG | 482,193 | $1.90M | 0.00% | −47,142−8.9% | Reduced |
| Fiera Capital Corp | 486,300 | $1.91M | 0.01% | −5,489−1.1% | Reduced |
| RFG Advisory, LLC | 495,388 | $1.95M | 0.06% | +1,261+0.3% | Added |
| Thrivent Financial for Lutherans | 524,334 | $2.06M | 0.00% | −7,000−1.3% | Reduced |
| Evergreen Capital Management LLC | 545,219 | $2.14M | 0.07% | +16,467+3.1% | Added |
| Wells Fargo & Company | 666,124 | $2.62M | 0.00% | +45,585+7.3% | Added |
| Raymond James Financial Inc | 701,991 | $2.76M | 0.00% | +701,991 | New |
| Rareview Capital LLC | 685,970 | $2.78M | 2.01% | +60,612+9.7% | Added |
| Guggenheim Capital LLC | 925,514 | $3.64M | 0.03% | −901−0.1% | Reduced |
| Fca Corp | 1,089,059 | $4.28M | 1.34% | +80,751+8.0% | Added |
| Invesco Ltd. | 1,204,731 | $4.73M | 0.00% | +15,121+1.3% | Added |
| Sit Investment Associates Inc | 1,255,712 | $4.93M | 0.11% | +108,624+9.5% | Added |
| Penserra Capital Management LLC | 1,286,395 | $5.05M | 0.09% | +86,657+7.2% | Added |
| Pathstone Holdings, LLC | 2,811,967 | $11.1M | 0.05% | −153,524−5.2% | Reduced |