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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $4 | 0.00% | – | – |
| Rothschild Investment LLC | 3 | $12 | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 170 | $677 | 0.00% | +170 | New |
| Russell Investments Group, Ltd. | 190 | $756 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 201 | $1.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 260 | $1.03K | 0.00% | +260 | New |
| Allworth Financial LP | 486 | $1.94K | 0.00% | +486 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,090 | $4.38K | 0.00% | +1,090 | New |
| Newbridge Financial Services Group, Inc. | 1,238 | $4.93K | 0.00% | +1,238 | New |
| Farther Finance Advisors, LLC | 1,254 | $4.99K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 3,030 | $12.1K | 0.01% | +402+15.3% | Added |
| Larson Financial Group LLC | 5,850 | $23.3K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,900 | $23.5K | 0.00% | −1,929−24.6% | Reduced |
| Pinnacle Bancorp, Inc. | 7,000 | $27.9K | 0.01% | +7,000 | New |
| US Bancorp | 8,013 | $31.9K | 0.00% | +13+0.2% | Added |
| Horizon Kinetics Asset Management LLC | 10,072 | $40.1K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 10,860 | $43.2K | 0.00% | +157+1.5% | Added |
| Meridian Wealth Management, LLC | 11,200 | $44.6K | 0.00% | 00.0% | Unchanged |
| 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 |
| Harbour Capital Advisors, LLC | 13,030 | $52.3K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 13,194 | $52.5K | 0.00% | +1,907+16.9% | Added |
| Two Sigma Securities, LLC | 13,408 | $53.4K | 0.01% | +13,408 | New |
| Jackson Hole Capital Partners, LLC | 14,200 | $56.5K | 0.01% | +500+3.6% | Added |
| Pekin Hardy Strauss, Inc. | 14,873 | $59.2K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 15,175 | $60.4K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 15,466 | $61.6K | 0.01% | 00.0% | Unchanged |
| Encompass More Asset Management | 15,527 | $61.8K | 0.01% | +76+0.5% | Added |
| Merit Financial Group, LLC | 16,007 | $63.7K | 0.00% | +16,007 | New |
| Accredited Investor Services, LLC | 17,269 | $68.7K | 0.05% | +6,137+55.1% | Added |
| Advisory Services Network, LLC | 17,500 | $69.3K | 0.00% | +17,500 | New |
| Sigma Planning Corp | 17,428 | $69.4K | 0.00% | +202+1.2% | Added |
| Suncoast Equity Management | 17,713 | $70.5K | 0.01% | +474+2.7% | Added |
| Aptus Capital Advisors, LLC | 18,467 | $73.5K | 0.00% | −5,296−22.3% | Reduced |
| QTR Family Wealth, LLC | 18,504 | $73.6K | 0.05% | −15,123−45.0% | Reduced |
| Occidental Asset Management, LLC | 18,564 | $73.9K | 0.01% | +18,564 | New |
| Evergreen Capital Management LLC | 20,239 | $81.2K | 0.00% | −550,927−96.5% | Reduced |
| Park Avenue Securities LLC | 22,662 | $90.0K | 0.00% | +6,149+37.2% | Added |
| Geneos Wealth Management Inc. | 23,202 | $92.3K | 0.00% | +11,481+98.0% | Added |
| Cape Investment Advisory, Inc. | 24,600 | $97.9K | 0.04% | 00.0% | Unchanged |
| MAI Capital Management | 24,967 | $99.4K | 0.00% | +3,175+14.6% | Added |
| Corps Capital Advisors, LLC | 25,000 | $99.5K | 0.16% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 26,327 | $104.8K | 0.03% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 27,183 | $108.2K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 27,639 | $110.0K | 0.00% | +608+2.2% | Added |
| Mariner, LLC | 29,580 | $117.7K | 0.00% | +14,440+95.4% | Added |
| Comerica Bank | 30,261 | $120.4K | 0.00% | +606+2.0% | Added |
| Dudley Capital Management, LLC | 31,100 | $123.8K | 0.06% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 31,364 | $124.8K | 0.04% | +31,364 | New |
| Chapin Davis, Inc. | 34,141 | $135.9K | 0.04% | −3,858−10.2% | Reduced |
| Wilson & Boucher Capital Management, LLC | 38,000 | $151.2K | 0.11% | 00.0% | Unchanged |
| Jane Street Group, LLC | 40,270 | $160.3K | 0.00% | +5,462+15.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 43,243 | $172.1K | 0.02% | +1,047+2.5% | Added |
| RSM US Wealth Management LLC | 44,124 | $175.6K | 0.00% | +24,676+126.9% | Added |
| Concurrent Investment Advisors, LLC | 48,856 | $194.4K | 0.00% | +48,856 | New |
| Walled Lake Planning & Wealth Management, LLC | 50,985 | $202.9K | 0.07% | 00.0% | Unchanged |
| GWM Advisors LLC | 53,217 | $211.8K | 0.00% | −11,818−18.2% | Reduced |
| Commonwealth Equity Services, LLC | 53,304 | $212.0K | 0.00% | +15,324+40.3% | Added |
| Everstar Asset Management, LLC | 54,627 | $217.4K | 0.13% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 56,646 | $225.4K | 0.01% | +14,840+35.5% | Added |
| Stratos Wealth Partners, LTD. | 59,675 | $237.5K | 0.00% | +25,008+72.1% | Added |
| Evanson Asset Management, LLC | 61,000 | $242.8K | 0.02% | +61,000 | New |
| NWF Advisory Services Inc. | 63,369 | $252.2K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 67,568 | $268.9K | 0.00% | +33,193+96.6% | Added |
| Truist Financial Corp | 72,159 | $287.2K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 74,229 | $295.4K | 0.00% | +187+0.3% | Added |
| Cetera Investment Advisers | 77,992 | $310.4K | 0.00% | +5,937+8.2% | Added |
| Melfa Wealth Management, LLC | 78,950 | $314.2K | 0.20% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 93,767 | $373.2K | 0.00% | −7,842−7.7% | Reduced |
| Advisor Group Holdings, Inc. | 105,365 | $419.3K | 0.00% | −1,500−1.4% | Reduced |
| Stifel Financial Corp | 116,982 | $465.6K | 0.00% | −27,115−18.8% | Reduced |
| Wela Strategies, Inc. | 120,126 | $478.1K | 0.19% | +73+0.1% | Added |
| Atria Wealth Solutions, Inc. | 119,700 | $480.6K | 0.01% | −2,000−1.6% | Reduced |
| Royal Bank of Canada | 121,401 | $483.0K | 0.00% | −10,341−7.8% | Reduced |
| Envestnet Asset Management Inc | 126,879 | $505.0K | 0.00% | +18,547+17.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 159,267 | $634.0K | 0.00% | +5,403+3.5% | Added |
| Fortis Group Advisors, LLC | 188,787 | $747.6K | 0.14% | +153,127+429.4% | Added |
| Shaker Financial Services, LLC | 199,744 | $802.1K | 0.29% | +199,744 | New |
| Pin Oak Investment Advisors Inc | 232,328 | $924.0K | 0.78% | 00.0% | Unchanged |
| LPL Financial LLC | 244,506 | $973.1K | 0.00% | +107,518+78.5% | Added |
| Jones Financial Companies LLLP | 258,298 | $1.02M | 0.00% | +40,910+18.8% | Added |
| Pathway Financial Advisers, LLC | 271,778 | $1.08M | 0.35% | +1,711+0.6% | Added |
| First Trust Advisors LP | 274,670 | $1.09M | 0.00% | +32,846+13.6% | Added |
| Kanen Wealth Management LLC | 392,918 | $1.56M | 0.60% | +29,200+8.0% | Added |
| Chicago Partners Investment Group LLC | 398,477 | $1.60M | 0.05% | −6,169−1.5% | Reduced |
| Bank of America Corp | 412,009 | $1.64M | 0.00% | −42,669−9.4% | Reduced |
| UBS Group AG | 471,575 | $1.88M | 0.00% | −63,004−11.8% | Reduced |
| Fiera Capital Corp | 476,070 | $1.89M | 0.01% | −10,230−2.1% | Reduced |
| RFG Advisory, LLC | 481,959 | $1.92M | 0.05% | −13,485−2.7% | Reduced |
| Thrivent Financial for Lutherans | 524,334 | $2.09M | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 657,224 | $2.62M | 0.00% | +134,743+25.8% | Added |
| Raymond James Financial Inc | 686,164 | $2.73M | 0.00% | −82,463−10.7% | Reduced |
| Invesco Ltd. | 1,006,497 | $4.01M | 0.00% | +10,194+1.0% | Added |
| Sit Investment Associates Inc | 1,047,524 | $4.17M | 0.09% | +34,266+3.4% | Added |
| Fca Corp | 1,171,948 | $4.66M | 1.40% | +55,916+5.0% | Added |
| Penserra Capital Management LLC | 1,228,551 | $4.89M | 0.07% | +36,308+3.0% | Added |
| Capital Investment Advisors, LLC | 3,361,984 | $13.4M | 0.24% | −168,202−4.8% | Reduced |
| Morgan Stanley | 8,914,684 | $35.5M | 0.00% | +961,306+12.1% | Added |
| 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 |