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, Q3 2025
Institutional positions in Western Asset High Income Opportunity Fund Inc. as of Sep 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
- 104
- +9 vs. Q2 2025
- Shares held
- 27.8M
- +2.34M (+9.2%) vs. Q2 2025
- Total value
- $106.7M
- +$5.47M (+5.4%) vs. Q2 2025
- New holders
- 18
- 45 more added
- Sold out
- 9
- 21 more reduced
3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Western Asset High Income Opportunity Fund Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 9,312,131 | $35.8M | 0.00% | +397,447+4.5% | Added |
| Capital Investment Advisors, LLC | 3,115,920 | $12.0M | 0.20% | −246,064−7.3% | Reduced |
| Sit Investment Associates Inc | 1,678,424 | $6.45M | 0.13% | +630,900+60.2% | Added |
| Penserra Capital Management LLC | 1,429,226 | $5.49M | 0.07% | +200,675+16.3% | Added |
| Fca Corp | 1,187,591 | $4.56M | 1.27% | +15,643+1.3% | Added |
| Invesco Ltd. | 1,019,607 | $3.92M | 0.00% | +13,110+1.3% | Added |
| UBS Group AG | 753,190 | $2.89M | 0.00% | +281,615+59.7% | Added |
| Raymond James Financial Inc | 707,833 | $2.72M | 0.00% | +21,669+3.2% | Added |
| Kanen Wealth Management LLC | 697,018 | $2.68M | 0.89% | +304,100+77.4% | Added |
| Wells Fargo & Company | 684,193 | $2.63M | 0.00% | +26,969+4.1% | Added |
| Thrivent Financial for Lutherans | 524,334 | $2.01M | 0.00% | 00.0% | Unchanged |
| Fiera Capital Corp | 482,315 | $1.85M | 0.01% | +6,245+1.3% | Added |
| Chicago Partners Investment Group LLC | 394,380 | $1.53M | 0.04% | −4,097−1.0% | Reduced |
| Bank of America Corp | 389,275 | $1.49M | 0.00% | −22,734−5.5% | Reduced |
| Jones Financial Companies LLLP | 319,730 | $1.22M | 0.00% | +61,432+23.8% | Added |
| RFG Advisory, LLC | 309,589 | $1.19M | 0.02% | −172,370−35.8% | Reduced |
| LPL Financial LLC | 279,318 | $1.07M | 0.00% | +34,812+14.2% | Added |
| Pathway Financial Advisers, LLC | 272,327 | $1.05M | 0.30% | +549+0.2% | Added |
| Wolverine Asset Management LLC | 265,356 | $1.02M | 0.01% | +265,356 | New |
| First Trust Advisors LP | 250,928 | $963.6K | 0.00% | −23,742−8.6% | Reduced |
| Pin Oak Investment Advisors Inc | 232,628 | $901.5K | 0.64% | +300+0.1% | Added |
| Fortis Group Advisors, LLC | 215,659 | $832.4K | 0.14% | +26,872+14.2% | Added |
| Shaker Financial Services, LLC | 210,902 | $817.4K | 0.28% | +11,158+5.6% | Added |
| HRT Financial LP | 138,908 | $533.0K | 0.00% | +138,908 | New |
| Envestnet Asset Management Inc | 131,959 | $506.7K | 0.00% | +5,080+4.0% | Added |
| Stifel Financial Corp | 130,148 | $499.8K | 0.00% | +13,166+11.3% | Added |
| Royal Bank of Canada | 128,685 | $494.0K | 0.00% | +7,284+6.0% | Added |
| Wela Strategies, Inc. | 127,018 | $487.7K | 0.18% | +6,892+5.7% | Added |
| Advisor Group Holdings, Inc. | 123,994 | $485.8K | 0.00% | +18,629+17.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 119,560 | $459.0K | 0.00% | −39,707−24.9% | Reduced |
| Susquehanna International Group, LLP | 105,177 | $403.9K | 0.00% | +105,177 | New |
| Cetera Investment Advisers | 95,072 | $365.1K | 0.00% | +17,080+21.9% | Added |
| Steward Partners Investment Advisory, LLC | 93,779 | $360.1K | 0.00% | +120.0% | Added |
| Readystate Asset Management LP | 93,517 | $359.1K | 0.02% | +93,517 | New |
| Jane Street Group, LLC | 92,141 | $353.8K | 0.00% | +51,871+128.8% | Added |
| Marex Group plc | 89,867 | $345.1K | 0.00% | +89,867 | New |
| Melfa Wealth Management, LLC | 78,950 | $303.2K | 0.18% | 00.0% | Unchanged |
| Truist Financial Corp | 72,159 | $277.1K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 70,601 | $271.1K | 0.00% | −3,628−4.9% | Reduced |
| NWF Advisory Services Inc. | 64,333 | $247.0K | 0.03% | +964+1.5% | Added |
| Stratos Wealth Partners, LTD. | 59,300 | $227.7K | 0.00% | −375−0.6% | Reduced |
| Everstar Asset Management, LLC | 53,180 | $204.2K | 0.12% | −1,447−2.6% | Reduced |
| Clearstead Advisors, LLC | 51,699 | $198.5K | 0.00% | −15,869−23.5% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 50,985 | $195.8K | 0.06% | 00.0% | Unchanged |
| GWM Advisors LLC | 50,845 | $195.2K | 0.00% | −2,372−4.5% | Reduced |
| Commonwealth Equity Services, LLC | 50,112 | $192.0K | 0.00% | −3,192−6.0% | Reduced |
| Concurrent Investment Advisors, LLC | 48,941 | $187.9K | 0.00% | +85+0.2% | Added |
| RSM US Wealth Management LLC | 45,800 | $175.9K | 0.00% | +1,676+3.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 44,251 | $169.9K | 0.02% | +1,008+2.3% | Added |
| Virtu Financial LLC | 37,251 | $143.0K | 0.01% | +37,251 | New |
| Wilson & Boucher Capital Management, LLC | 36,100 | $138.6K | 0.09% | −1,900−5.0% | Reduced |
| Chapin Davis, Inc. | 33,380 | $128.2K | 0.03% | −761−2.2% | Reduced |
| Mercer Global Advisors Inc | 33,123 | $127.2K | 0.00% | +33,123 | New |
| Comerica Bank | 32,321 | $124.1K | 0.00% | +2,060+6.8% | Added |
| Dudley Capital Management, LLC | 31,100 | $119.4K | 0.05% | 00.0% | Unchanged |
| MML Investors Services, LLC | 28,255 | $108.5K | 0.00% | +616+2.2% | Added |
| Uncommon Cents Investing LLC | 26,327 | $101.1K | 0.03% | 00.0% | Unchanged |
| MAI Capital Management | 25,241 | $96.9K | 0.00% | +274+1.1% | Added |
| Corps Capital Advisors, LLC | 25,000 | $96.0K | 0.15% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 23,933 | $92.0K | 0.00% | +1,271+5.6% | Added |
| High Net Worth Advisory Group LLC | 22,353 | $85.8K | 0.02% | +22,353 | New |
| Mariner, LLC | 21,952 | $84.3K | 0.00% | −7,628−25.8% | Reduced |
| Two Sigma Securities, LLC | 21,865 | $84.0K | 0.01% | +8,457+63.1% | Added |
| Samalin Investment Counsel, LLC | 20,843 | $80.0K | 0.03% | +20,843 | New |
| Aptus Capital Advisors, LLC | 20,281 | $77.9K | 0.00% | +1,814+9.8% | Added |
| Evergreen Capital Management LLC | 20,034 | $77.6K | 0.00% | −205−1.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 19,396 | $74.5K | 0.00% | +19,396 | New |
| First Nebraska Trust Co | 19,060 | $73.2K | 0.01% | +19,060 | New |
| Cape Investment Advisory, Inc. | 18,300 | $70.3K | 0.07% | −6,300−25.6% | Reduced |
| Suncoast Equity Management | 18,192 | $69.9K | 0.01% | +479+2.7% | Added |
| Accredited Investor Services, LLC | 17,769 | $68.2K | 0.05% | +500+2.9% | Added |
| Sigma Planning Corp | 17,632 | $67.7K | 0.00% | +204+1.2% | Added |
| Advisory Services Network, LLC | 17,500 | $67.2K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 16,809 | $64.5K | 0.00% | +802+5.0% | Added |
| Reuter James Wealth Management, LLC | 15,466 | $59.4K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 15,175 | $58.3K | 0.00% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 14,200 | $54.5K | 0.01% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 13,973 | $53.7K | 0.01% | −900−6.1% | Reduced |
| Balyasny Asset Management LLC | 13,054 | $50.1K | 0.00% | +13,054 | New |
| Mach-1 Financial Group, Inc. | 12,999 | $49.9K | 0.01% | +12,999 | New |
| Integrity Advisory Solutions, LLC | 12,999 | $49.9K | 0.01% | +12,999 | New |
| Green Square Capital Advisors LLC | 11,989 | $47.7K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 12,269 | $47.1K | 0.00% | +12,269 | New |
| Encompass More Asset Management | 11,895 | $45.7K | 0.01% | −3,632−23.4% | Reduced |
| Wedbush Securities Inc | 11,843 | $45.0K | 0.00% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 11,588 | $44.5K | 0.01% | −6,976−37.6% | Reduced |
| Meridian Wealth Management, LLC | 11,200 | $43.0K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 11,019 | $42.3K | 0.00% | +159+1.5% | Added |
| The PNC Financial Services Group, Inc. | 10,900 | $41.9K | 0.00% | +5,000+84.7% | Added |
| US Bancorp | 8,000 | $30.7K | 0.00% | −13−0.2% | Reduced |
| Pinnacle Bancorp, Inc. | 7,700 | $29.6K | 0.01% | +700+10.0% | Added |
| Farther Finance Advisors, LLC | 7,584 | $29.1K | 0.00% | +6,330+504.8% | Added |
| Larson Financial Group LLC | 5,850 | $22.5K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 4,000 | $15.4K | 0.01% | +4,000 | New |
| WPG Advisers, LLC | 3,284 | $12.6K | 0.01% | +254+8.4% | Added |
| Spire Wealth Management | 2,787 | $10.7K | 0.00% | +2,527+971.9% | Added |
| SRS Capital Advisors, Inc. | 2,620 | $10.1K | 0.00% | +2,620 | New |
| Newbridge Financial Services Group, Inc. | 1,272 | $4.88K | 0.00% | +34+2.7% | Added |
| Highline Wealth Partners LLC | 750 | $2.88K | 0.00% | +750 | New |
| Allworth Financial LP | 486 | $1.87K | 0.00% | 00.0% | Unchanged |