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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $4 | 0.00% | – | – |
| Rothschild Investment LLC | 3 | $12 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 190 | $756 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 201 | $1.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 326 | $1.30K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 560 | $2.23K | 0.00% | +10+1.8% | Added |
| Coldstream Capital Management Inc | 579 | $2.31K | 0.00% | +579 | New |
| Harbour Investments, Inc. | 1,000 | $3.98K | 0.00% | +990+9,900.0% | Added |
| Farther Finance Advisors, LLC | 1,254 | $5.02K | 0.00% | +1,254 | New |
| WPG Advisers, LLC | 2,628 | $10.5K | 0.01% | +529+25.2% | Added |
| Larson Financial Group LLC | 5,850 | $23.3K | 0.00% | +900+18.2% | Added |
| The PNC Financial Services Group, Inc. | 7,829 | $31.2K | 0.00% | +400+5.4% | Added |
| US Bancorp | 8,000 | $31.8K | 0.00% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 10,072 | $40.1K | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 10,450 | $41.6K | 0.04% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 10,703 | $42.6K | 0.00% | +149+1.4% | Added |
| Accredited Investor Services, LLC | 11,132 | $44.3K | 0.04% | +11,132 | New |
| Meridian Wealth Management, LLC | 11,200 | $44.6K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 11,287 | $44.9K | 0.00% | +241+2.2% | Added |
| Geneos Wealth Management Inc. | 11,721 | $46.6K | 0.00% | +10,429+807.2% | Added |
| Wedbush Securities Inc | 11,843 | $47.0K | 0.00% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 11,989 | $47.7K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 12,209 | $48.6K | 0.01% | +12,209 | New |
| Harbour Capital Advisors, LLC | 13,030 | $50.0K | 0.01% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 13,700 | $54.5K | 0.01% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 14,873 | $59.2K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 15,140 | $60.3K | 0.00% | +1,560+11.5% | Added |
| Integrated Wealth Concepts LLC | 15,175 | $60.4K | 0.00% | 00.0% | Unchanged |
| Encompass More Asset Management | 15,451 | $61.5K | 0.02% | +48+0.3% | Added |
| Reuter James Wealth Management, LLC | 15,466 | $61.6K | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 16,513 | $66.0K | 0.00% | +266+1.6% | Added |
| Sigma Planning Corp | 17,226 | $68.6K | 0.00% | +17,226 | New |
| Suncoast Equity Management | 17,239 | $68.6K | 0.01% | +298+1.8% | Added |
| RSM US Wealth Management LLC | 19,448 | $77.4K | 0.00% | +4,593+30.9% | Added |
| Samalin Investment Counsel, LLC | 19,770 | $78.7K | 0.03% | +338+1.7% | Added |
| HighTower Advisors, LLC | 21,071 | $83.9K | 0.00% | +2,603+14.1% | Added |
| Atala Financial Inc | 21,500 | $85.6K | 0.06% | 00.0% | Unchanged |
| MAI Capital Management | 21,792 | $86.7K | 0.00% | +206+1.0% | Added |
| Aptus Capital Advisors, LLC | 23,763 | $94.6K | 0.00% | +23,763 | New |
| Cape Investment Advisory, Inc. | 24,600 | $97.9K | 0.04% | +24,600 | New |
| Corps Capital Advisors, LLC | 25,000 | $99.5K | 0.10% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 26,327 | $104.8K | 0.03% | 00.0% | Unchanged |
| MML Investors Services, LLC | 27,031 | $108.0K | 0.00% | +385+1.4% | Added |
| Venture Visionary Partners LLC | 27,183 | $108.2K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 29,655 | $118.0K | 0.00% | −3,376−10.2% | Reduced |
| Dudley Capital Management, LLC | 31,100 | $123.8K | 0.07% | 00.0% | Unchanged |
| QTR Family Wealth, LLC | 33,627 | $133.8K | 0.10% | +33,627 | New |
| Clearstead Advisors, LLC | 34,375 | $136.8K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 34,667 | $138.0K | 0.00% | −11,578−25.0% | Reduced |
| Jane Street Group, LLC | 34,808 | $138.5K | 0.00% | +34,808 | New |
| Fortis Group Advisors, LLC | 35,660 | $141.9K | 0.03% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 37,980 | $151.0K | 0.00% | +18,186+91.9% | Added |
| Chapin Davis, Inc. | 37,999 | $151.2K | 0.05% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 38,000 | $151.2K | 0.11% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 41,806 | $166.4K | 0.01% | +10,864+35.1% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 42,196 | $169.2K | 0.03% | −561−1.3% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 50,985 | $202.9K | 0.07% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 54,627 | $217.4K | 0.14% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 63,369 | $252.2K | 0.04% | +63,369 | New |
| GWM Advisors LLC | 65,035 | $258.8K | 0.00% | −9,800−13.1% | Reduced |
| HRT Financial LP | 67,956 | $270.0K | 0.00% | +67,956 | New |
| Susquehanna International Group, LLP | 68,219 | $271.5K | 0.00% | +68,219 | New |
| Cetera Investment Advisers | 72,055 | $286.8K | 0.00% | +2,472+3.6% | Added |
| Truist Financial Corp | 72,159 | $287.2K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 74,042 | $294.7K | 0.00% | +5,749+8.4% | Added |
| Melfa Wealth Management, LLC | 78,950 | $314.2K | 0.21% | 00.0% | Unchanged |
| Virtu Financial LLC | 95,003 | $378.0K | 0.02% | +78,650+481.0% | Added |
| Steward Partners Investment Advisory, LLC | 101,609 | $404.4K | 0.00% | +7,962+8.5% | Added |
| Advisor Group Holdings, Inc. | 106,865 | $425.3K | 0.00% | +20,917+24.3% | Added |
| Envestnet Asset Management Inc | 108,332 | $431.2K | 0.00% | −1,751−1.6% | Reduced |
| Wela Strategies, Inc. | 120,053 | $477.8K | 0.20% | −143−0.1% | Reduced |
| Atria Wealth Solutions, Inc. | 121,700 | $488.4K | 0.01% | +15,000+14.1% | Added |
| Royal Bank of Canada | 131,742 | $524.0K | 0.00% | −4,882−3.6% | Reduced |
| LPL Financial LLC | 136,988 | $545.2K | 0.00% | −140,950−50.7% | Reduced |
| Stifel Financial Corp | 144,097 | $573.5K | 0.00% | +150.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 153,864 | $612.0K | 0.00% | −13,788−8.2% | Reduced |
| Citadel Advisors LLC | 156,475 | $622.8K | 0.00% | +156,475 | New |
| Jones Financial Companies LLLP | 217,388 | $871.7K | 0.00% | +48,512+28.7% | Added |
| Pin Oak Investment Advisors Inc | 232,328 | $932.0K | 0.71% | −24,140−9.4% | Reduced |
| First Trust Advisors LP | 241,824 | $962.5K | 0.00% | −7,807−3.1% | Reduced |
| Pathway Financial Advisers, LLC | 270,067 | $1.07M | 0.37% | −323−0.1% | Reduced |
| Kanen Wealth Management LLC | 363,718 | $1.45M | 0.58% | +363,718 | New |
| Chicago Partners Investment Group LLC | 404,646 | $1.55M | 0.05% | −40,581−9.1% | Reduced |
| Pathstone Holdings, LLC | 393,816 | $1.60M | 0.01% | −2,418,151−86.0% | Reduced |
| Bank of America Corp | 454,678 | $1.81M | 0.00% | −2,370−0.5% | Reduced |
| Fiera Capital Corp | 486,300 | $1.94M | 0.01% | 00.0% | Unchanged |
| RFG Advisory, LLC | 495,444 | $1.97M | 0.05% | +560.0% | Added |
| Wells Fargo & Company | 522,481 | $2.08M | 0.00% | −143,643−21.6% | Reduced |
| Thrivent Financial for Lutherans | 524,334 | $2.09M | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 534,579 | $2.13M | 0.00% | +52,386+10.9% | Added |
| Evergreen Capital Management LLC | 571,166 | $2.29M | 0.08% | +25,947+4.8% | Added |
| Raymond James Financial Inc | 768,627 | $3.06M | 0.00% | +66,636+9.5% | Added |
| Invesco Ltd. | 996,303 | $3.97M | 0.00% | −208,428−17.3% | Reduced |
| Sit Investment Associates Inc | 1,013,258 | $4.03M | 0.09% | −242,454−19.3% | Reduced |
| Fca Corp | 1,116,032 | $4.44M | 1.42% | +26,973+2.5% | Added |
| Penserra Capital Management LLC | 1,192,243 | $4.75M | 0.08% | −94,152−7.3% | Reduced |
| Capital Investment Advisors, LLC | 3,530,186 | $14.1M | 0.27% | +14,049+0.4% | Added |
| Morgan Stanley | 7,953,378 | $31.7M | 0.00% | +791,005+11.0% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −964−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −925,514−100.0% | Sold out |