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, Q1 2025
Institutional positions in Western Asset High Income Opportunity Fund Inc. as of Mar 31, 2025. 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
- 98
- −3 vs. Q4 2024
- Shares held
- 25.3M
- −3.49M (−12.1%) vs. Q4 2024
- Total value
- $100.7M
- −$12.6M (−11.1%) vs. Q4 2024
- New holders
- 14
- 34 more added
- Sold out
- 17
- 19 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Western Asset High Income Opportunity Fund Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 7,953,378 | $31.7M | 0.00% | +791,005+11.0% | Added |
| Capital Investment Advisors, LLC | 3,530,186 | $14.1M | 0.27% | +14,049+0.4% | Added |
| Penserra Capital Management LLC | 1,192,243 | $4.75M | 0.08% | −94,152−7.3% | Reduced |
| Fca Corp | 1,116,032 | $4.44M | 1.42% | +26,973+2.5% | Added |
| Sit Investment Associates Inc | 1,013,258 | $4.03M | 0.09% | −242,454−19.3% | Reduced |
| Invesco Ltd. | 996,303 | $3.97M | 0.00% | −208,428−17.3% | Reduced |
| Raymond James Financial Inc | 768,627 | $3.06M | 0.00% | +66,636+9.5% | Added |
| Evergreen Capital Management LLC | 571,166 | $2.29M | 0.08% | +25,947+4.8% | Added |
| UBS Group AG | 534,579 | $2.13M | 0.00% | +52,386+10.9% | Added |
| Thrivent Financial for Lutherans | 524,334 | $2.09M | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 522,481 | $2.08M | 0.00% | −143,643−21.6% | Reduced |
| RFG Advisory, LLC | 495,444 | $1.97M | 0.05% | +560.0% | Added |
| Fiera Capital Corp | 486,300 | $1.94M | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 454,678 | $1.81M | 0.00% | −2,370−0.5% | Reduced |
| Pathstone Holdings, LLC | 393,816 | $1.60M | 0.01% | −2,418,151−86.0% | Reduced |
| Chicago Partners Investment Group LLC | 404,646 | $1.55M | 0.05% | −40,581−9.1% | Reduced |
| Kanen Wealth Management LLC | 363,718 | $1.45M | 0.58% | +363,718 | New |
| Pathway Financial Advisers, LLC | 270,067 | $1.07M | 0.37% | −323−0.1% | Reduced |
| First Trust Advisors LP | 241,824 | $962.5K | 0.00% | −7,807−3.1% | Reduced |
| Pin Oak Investment Advisors Inc | 232,328 | $932.0K | 0.71% | −24,140−9.4% | Reduced |
| Jones Financial Companies LLLP | 217,388 | $871.7K | 0.00% | +48,512+28.7% | Added |
| Citadel Advisors LLC | 156,475 | $622.8K | 0.00% | +156,475 | New |
| Cambridge Investment Research Advisors, Inc. | 153,864 | $612.0K | 0.00% | −13,788−8.2% | Reduced |
| Stifel Financial Corp | 144,097 | $573.5K | 0.00% | +150.0% | Added |
| LPL Financial LLC | 136,988 | $545.2K | 0.00% | −140,950−50.7% | Reduced |
| Royal Bank of Canada | 131,742 | $524.0K | 0.00% | −4,882−3.6% | Reduced |
| Atria Wealth Solutions, Inc. | 121,700 | $488.4K | 0.01% | +15,000+14.1% | Added |
| Wela Strategies, Inc. | 120,053 | $477.8K | 0.20% | −143−0.1% | Reduced |
| Envestnet Asset Management Inc | 108,332 | $431.2K | 0.00% | −1,751−1.6% | Reduced |
| Advisor Group Holdings, Inc. | 106,865 | $425.3K | 0.00% | +20,917+24.3% | Added |
| Steward Partners Investment Advisory, LLC | 101,609 | $404.4K | 0.00% | +7,962+8.5% | Added |
| Virtu Financial LLC | 95,003 | $378.0K | 0.02% | +78,650+481.0% | Added |
| Melfa Wealth Management, LLC | 78,950 | $314.2K | 0.21% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 74,042 | $294.7K | 0.00% | +5,749+8.4% | Added |
| Truist Financial Corp | 72,159 | $287.2K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 72,055 | $286.8K | 0.00% | +2,472+3.6% | Added |
| Susquehanna International Group, LLP | 68,219 | $271.5K | 0.00% | +68,219 | New |
| HRT Financial LP | 67,956 | $270.0K | 0.00% | +67,956 | New |
| GWM Advisors LLC | 65,035 | $258.8K | 0.00% | −9,800−13.1% | Reduced |
| NWF Advisory Services Inc. | 63,369 | $252.2K | 0.04% | +63,369 | New |
| Everstar Asset Management, LLC | 54,627 | $217.4K | 0.14% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 50,985 | $202.9K | 0.07% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 42,196 | $169.2K | 0.03% | −561−1.3% | Reduced |
| Good Life Advisors, LLC | 41,806 | $166.4K | 0.01% | +10,864+35.1% | Added |
| Wilson & Boucher Capital Management, LLC | 38,000 | $151.2K | 0.11% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 37,999 | $151.2K | 0.05% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 37,980 | $151.0K | 0.00% | +18,186+91.9% | Added |
| Fortis Group Advisors, LLC | 35,660 | $141.9K | 0.03% | 00.0% | Unchanged |
| Jane Street Group, LLC | 34,808 | $138.5K | 0.00% | +34,808 | New |
| Stratos Wealth Partners, LTD. | 34,667 | $138.0K | 0.00% | −11,578−25.0% | Reduced |
| Clearstead Advisors, LLC | 34,375 | $136.8K | 0.00% | 00.0% | Unchanged |
| QTR Family Wealth, LLC | 33,627 | $133.8K | 0.10% | +33,627 | New |
| Dudley Capital Management, LLC | 31,100 | $123.8K | 0.07% | 00.0% | Unchanged |
| Comerica Bank | 29,655 | $118.0K | 0.00% | −3,376−10.2% | Reduced |
| Venture Visionary Partners LLC | 27,183 | $108.2K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 27,031 | $108.0K | 0.00% | +385+1.4% | Added |
| Uncommon Cents Investing LLC | 26,327 | $104.8K | 0.03% | 00.0% | Unchanged |
| Corps Capital Advisors, LLC | 25,000 | $99.5K | 0.10% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 24,600 | $97.9K | 0.04% | +24,600 | New |
| Aptus Capital Advisors, LLC | 23,763 | $94.6K | 0.00% | +23,763 | New |
| MAI Capital Management | 21,792 | $86.7K | 0.00% | +206+1.0% | Added |
| Atala Financial Inc | 21,500 | $85.6K | 0.06% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 21,071 | $83.9K | 0.00% | +2,603+14.1% | Added |
| Samalin Investment Counsel, LLC | 19,770 | $78.7K | 0.03% | +338+1.7% | Added |
| RSM US Wealth Management LLC | 19,448 | $77.4K | 0.00% | +4,593+30.9% | Added |
| Suncoast Equity Management | 17,239 | $68.6K | 0.01% | +298+1.8% | Added |
| Sigma Planning Corp | 17,226 | $68.6K | 0.00% | +17,226 | New |
| Park Avenue Securities LLC | 16,513 | $66.0K | 0.00% | +266+1.6% | Added |
| Reuter James Wealth Management, LLC | 15,466 | $61.6K | 0.01% | 00.0% | Unchanged |
| Encompass More Asset Management | 15,451 | $61.5K | 0.02% | +48+0.3% | Added |
| Integrated Wealth Concepts LLC | 15,175 | $60.4K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 15,140 | $60.3K | 0.00% | +1,560+11.5% | Added |
| Pekin Hardy Strauss, Inc. | 14,873 | $59.2K | 0.01% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 13,700 | $54.5K | 0.01% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 13,030 | $50.0K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 12,209 | $48.6K | 0.01% | +12,209 | New |
| Green Square Capital Advisors LLC | 11,989 | $47.7K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 11,843 | $47.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 11,721 | $46.6K | 0.00% | +10,429+807.2% | Added |
| Avantax Advisory Services, Inc. | 11,287 | $44.9K | 0.00% | +241+2.2% | Added |
| Meridian Wealth Management, LLC | 11,200 | $44.6K | 0.00% | 00.0% | Unchanged |
| Accredited Investor Services, LLC | 11,132 | $44.3K | 0.04% | +11,132 | New |
| Equitable Holdings, Inc. | 10,703 | $42.6K | 0.00% | +149+1.4% | Added |
| Nova Wealth Management, Inc. | 10,450 | $41.6K | 0.04% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 10,072 | $40.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 8,000 | $31.8K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,829 | $31.2K | 0.00% | +400+5.4% | Added |
| Larson Financial Group LLC | 5,850 | $23.3K | 0.00% | +900+18.2% | Added |
| WPG Advisers, LLC | 2,628 | $10.5K | 0.01% | +529+25.2% | Added |
| Farther Finance Advisors, LLC | 1,254 | $5.02K | 0.00% | +1,254 | New |
| Harbour Investments, Inc. | 1,000 | $3.98K | 0.00% | +990+9,900.0% | Added |
| Coldstream Capital Management Inc | 579 | $2.31K | 0.00% | +579 | New |
| Northwestern Mutual Wealth Management Co | 560 | $2.23K | 0.00% | +10+1.8% | Added |
| South State Corp. | 326 | $1.30K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 201 | $1.00K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 190 | $756 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3 | $12 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $4 | 0.00% | – | – |
| Proequities, Inc. | 0 | $0 | 0.00% | −964−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −925,514−100.0% | Sold out |