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, Q2 2025
Institutional positions in Western Asset High Income Opportunity Fund Inc. as of Jun 30, 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
- +1 vs. Q1 2025
- Shares held
- 25.6M
- +328.3K (+1.3%) vs. Q1 2025
- Total value
- $102.0M
- +$1.31M (+1.3%) vs. Q1 2025
- New holders
- 14
- 39 more added
- Sold out
- 13
- 18 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Western Asset High Income Opportunity Fund Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 8,914,684 | $35.5M | 0.00% | +961,306+12.1% | Added |
| Capital Investment Advisors, LLC | 3,361,984 | $13.4M | 0.24% | −168,202−4.8% | Reduced |
| Penserra Capital Management LLC | 1,228,551 | $4.89M | 0.07% | +36,308+3.0% | Added |
| Fca Corp | 1,171,948 | $4.66M | 1.40% | +55,916+5.0% | Added |
| Sit Investment Associates Inc | 1,047,524 | $4.17M | 0.09% | +34,266+3.4% | Added |
| Invesco Ltd. | 1,006,497 | $4.01M | 0.00% | +10,194+1.0% | Added |
| Raymond James Financial Inc | 686,164 | $2.73M | 0.00% | −82,463−10.7% | Reduced |
| Wells Fargo & Company | 657,224 | $2.62M | 0.00% | +134,743+25.8% | Added |
| Thrivent Financial for Lutherans | 524,334 | $2.09M | 0.00% | 00.0% | Unchanged |
| RFG Advisory, LLC | 481,959 | $1.92M | 0.05% | −13,485−2.7% | Reduced |
| Fiera Capital Corp | 476,070 | $1.89M | 0.01% | −10,230−2.1% | Reduced |
| UBS Group AG | 471,575 | $1.88M | 0.00% | −63,004−11.8% | Reduced |
| Bank of America Corp | 412,009 | $1.64M | 0.00% | −42,669−9.4% | Reduced |
| Chicago Partners Investment Group LLC | 398,477 | $1.60M | 0.05% | −6,169−1.5% | Reduced |
| Kanen Wealth Management LLC | 392,918 | $1.56M | 0.60% | +29,200+8.0% | Added |
| First Trust Advisors LP | 274,670 | $1.09M | 0.00% | +32,846+13.6% | Added |
| Pathway Financial Advisers, LLC | 271,778 | $1.08M | 0.35% | +1,711+0.6% | Added |
| Jones Financial Companies LLLP | 258,298 | $1.02M | 0.00% | +40,910+18.8% | Added |
| LPL Financial LLC | 244,506 | $973.1K | 0.00% | +107,518+78.5% | Added |
| Pin Oak Investment Advisors Inc | 232,328 | $924.0K | 0.78% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 199,744 | $802.1K | 0.29% | +199,744 | New |
| Fortis Group Advisors, LLC | 188,787 | $747.6K | 0.14% | +153,127+429.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 159,267 | $634.0K | 0.00% | +5,403+3.5% | Added |
| Envestnet Asset Management Inc | 126,879 | $505.0K | 0.00% | +18,547+17.1% | Added |
| Royal Bank of Canada | 121,401 | $483.0K | 0.00% | −10,341−7.8% | Reduced |
| Atria Wealth Solutions, Inc. | 119,700 | $480.6K | 0.01% | −2,000−1.6% | Reduced |
| Wela Strategies, Inc. | 120,126 | $478.1K | 0.19% | +73+0.1% | Added |
| Stifel Financial Corp | 116,982 | $465.6K | 0.00% | −27,115−18.8% | Reduced |
| Advisor Group Holdings, Inc. | 105,365 | $419.3K | 0.00% | −1,500−1.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 93,767 | $373.2K | 0.00% | −7,842−7.7% | Reduced |
| Melfa Wealth Management, LLC | 78,950 | $314.2K | 0.20% | 00.0% | Unchanged |
| Cetera Investment Advisers | 77,992 | $310.4K | 0.00% | +5,937+8.2% | Added |
| Oppenheimer & Co Inc | 74,229 | $295.4K | 0.00% | +187+0.3% | Added |
| Truist Financial Corp | 72,159 | $287.2K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 67,568 | $268.9K | 0.00% | +33,193+96.6% | Added |
| NWF Advisory Services Inc. | 63,369 | $252.2K | 0.03% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 61,000 | $242.8K | 0.02% | +61,000 | New |
| Stratos Wealth Partners, LTD. | 59,675 | $237.5K | 0.00% | +25,008+72.1% | Added |
| Good Life Advisors, LLC | 56,646 | $225.4K | 0.01% | +14,840+35.5% | Added |
| Everstar Asset Management, LLC | 54,627 | $217.4K | 0.13% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 53,304 | $212.0K | 0.00% | +15,324+40.3% | Added |
| GWM Advisors LLC | 53,217 | $211.8K | 0.00% | −11,818−18.2% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 50,985 | $202.9K | 0.07% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 48,856 | $194.4K | 0.00% | +48,856 | New |
| RSM US Wealth Management LLC | 44,124 | $175.6K | 0.00% | +24,676+126.9% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 43,243 | $172.1K | 0.02% | +1,047+2.5% | Added |
| Jane Street Group, LLC | 40,270 | $160.3K | 0.00% | +5,462+15.7% | Added |
| Wilson & Boucher Capital Management, LLC | 38,000 | $151.2K | 0.11% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 34,141 | $135.9K | 0.04% | −3,858−10.2% | Reduced |
| Wall Street Access Asset Management, LLC | 31,364 | $124.8K | 0.04% | +31,364 | New |
| Dudley Capital Management, LLC | 31,100 | $123.8K | 0.06% | 00.0% | Unchanged |
| Comerica Bank | 30,261 | $120.4K | 0.00% | +606+2.0% | Added |
| Mariner, LLC | 29,580 | $117.7K | 0.00% | +14,440+95.4% | Added |
| MML Investors Services, LLC | 27,639 | $110.0K | 0.00% | +608+2.2% | Added |
| Venture Visionary Partners LLC | 27,183 | $108.2K | 0.00% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 26,327 | $104.8K | 0.03% | 00.0% | Unchanged |
| Corps Capital Advisors, LLC | 25,000 | $99.5K | 0.16% | 00.0% | Unchanged |
| MAI Capital Management | 24,967 | $99.4K | 0.00% | +3,175+14.6% | Added |
| Cape Investment Advisory, Inc. | 24,600 | $97.9K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 23,202 | $92.3K | 0.00% | +11,481+98.0% | Added |
| Park Avenue Securities LLC | 22,662 | $90.0K | 0.00% | +6,149+37.2% | Added |
| Evergreen Capital Management LLC | 20,239 | $81.2K | 0.00% | −550,927−96.5% | Reduced |
| Occidental Asset Management, LLC | 18,564 | $73.9K | 0.01% | +18,564 | New |
| QTR Family Wealth, LLC | 18,504 | $73.6K | 0.05% | −15,123−45.0% | Reduced |
| Aptus Capital Advisors, LLC | 18,467 | $73.5K | 0.00% | −5,296−22.3% | Reduced |
| Suncoast Equity Management | 17,713 | $70.5K | 0.01% | +474+2.7% | Added |
| Sigma Planning Corp | 17,428 | $69.4K | 0.00% | +202+1.2% | Added |
| Advisory Services Network, LLC | 17,500 | $69.3K | 0.00% | +17,500 | New |
| Accredited Investor Services, LLC | 17,269 | $68.7K | 0.05% | +6,137+55.1% | Added |
| Merit Financial Group, LLC | 16,007 | $63.7K | 0.00% | +16,007 | New |
| Encompass More Asset Management | 15,527 | $61.8K | 0.01% | +76+0.5% | Added |
| Reuter James Wealth Management, LLC | 15,466 | $61.6K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 15,175 | $60.4K | 0.00% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 14,873 | $59.2K | 0.01% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 14,200 | $56.5K | 0.01% | +500+3.6% | Added |
| Two Sigma Securities, LLC | 13,408 | $53.4K | 0.01% | +13,408 | New |
| Avantax Advisory Services, Inc. | 13,194 | $52.5K | 0.00% | +1,907+16.9% | Added |
| Harbour Capital Advisors, LLC | 13,030 | $52.3K | 0.01% | 00.0% | Unchanged |
| 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 |
| Meridian Wealth Management, LLC | 11,200 | $44.6K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 10,860 | $43.2K | 0.00% | +157+1.5% | Added |
| Horizon Kinetics Asset Management LLC | 10,072 | $40.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 8,013 | $31.9K | 0.00% | +13+0.2% | Added |
| Pinnacle Bancorp, Inc. | 7,000 | $27.9K | 0.01% | +7,000 | New |
| The PNC Financial Services Group, Inc. | 5,900 | $23.5K | 0.00% | −1,929−24.6% | Reduced |
| Larson Financial Group LLC | 5,850 | $23.3K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 3,030 | $12.1K | 0.01% | +402+15.3% | Added |
| Farther Finance Advisors, LLC | 1,254 | $4.99K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,238 | $4.93K | 0.00% | +1,238 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,090 | $4.38K | 0.00% | +1,090 | New |
| Allworth Financial LP | 486 | $1.94K | 0.00% | +486 | New |
| Spire Wealth Management | 260 | $1.03K | 0.00% | +260 | New |
| CWM, LLC | 201 | $1.00K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 190 | $756 | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 170 | $677 | 0.00% | +170 | New |
| Rothschild Investment LLC | 3 | $12 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $4 | 0.00% | – | – |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −393,816−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −156,475−100.0% | Sold out |