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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $4 | 0.00% | – | – |
| Rothschild Investment LLC | 3 | $12 | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 170 | $653 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 190 | $730 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 486 | $1.87K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 750 | $2.88K | 0.00% | +750 | New |
| Newbridge Financial Services Group, Inc. | 1,272 | $4.88K | 0.00% | +34+2.7% | Added |
| SRS Capital Advisors, Inc. | 2,620 | $10.1K | 0.00% | +2,620 | New |
| Spire Wealth Management | 2,787 | $10.7K | 0.00% | +2,527+971.9% | Added |
| WPG Advisers, LLC | 3,284 | $12.6K | 0.01% | +254+8.4% | Added |
| Mountain Hill Investment Partners Corp. | 4,000 | $15.4K | 0.01% | +4,000 | New |
| Larson Financial Group LLC | 5,850 | $22.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 7,584 | $29.1K | 0.00% | +6,330+504.8% | Added |
| Pinnacle Bancorp, Inc. | 7,700 | $29.6K | 0.01% | +700+10.0% | Added |
| US Bancorp | 8,000 | $30.7K | 0.00% | −13−0.2% | Reduced |
| The PNC Financial Services Group, Inc. | 10,900 | $41.9K | 0.00% | +5,000+84.7% | Added |
| Equitable Holdings, Inc. | 11,019 | $42.3K | 0.00% | +159+1.5% | Added |
| Meridian Wealth Management, LLC | 11,200 | $43.0K | 0.00% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 11,588 | $44.5K | 0.01% | −6,976−37.6% | Reduced |
| Wedbush Securities Inc | 11,843 | $45.0K | 0.00% | 00.0% | Unchanged |
| Encompass More Asset Management | 11,895 | $45.7K | 0.01% | −3,632−23.4% | Reduced |
| Citadel Advisors LLC | 12,269 | $47.1K | 0.00% | +12,269 | New |
| Green Square Capital Advisors LLC | 11,989 | $47.7K | 0.01% | 00.0% | Unchanged |
| 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 |
| Balyasny Asset Management LLC | 13,054 | $50.1K | 0.00% | +13,054 | New |
| Pekin Hardy Strauss, Inc. | 13,973 | $53.7K | 0.01% | −900−6.1% | Reduced |
| Jackson Hole Capital Partners, LLC | 14,200 | $54.5K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 15,175 | $58.3K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 15,466 | $59.4K | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 16,809 | $64.5K | 0.00% | +802+5.0% | Added |
| Advisory Services Network, LLC | 17,500 | $67.2K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 17,632 | $67.7K | 0.00% | +204+1.2% | Added |
| Accredited Investor Services, LLC | 17,769 | $68.2K | 0.05% | +500+2.9% | Added |
| Suncoast Equity Management | 18,192 | $69.9K | 0.01% | +479+2.7% | Added |
| Cape Investment Advisory, Inc. | 18,300 | $70.3K | 0.07% | −6,300−25.6% | Reduced |
| First Nebraska Trust Co | 19,060 | $73.2K | 0.01% | +19,060 | New |
| Wiley Bros.-Aintree Capital, LLC | 19,396 | $74.5K | 0.00% | +19,396 | New |
| Evergreen Capital Management LLC | 20,034 | $77.6K | 0.00% | −205−1.0% | Reduced |
| Aptus Capital Advisors, LLC | 20,281 | $77.9K | 0.00% | +1,814+9.8% | Added |
| Samalin Investment Counsel, LLC | 20,843 | $80.0K | 0.03% | +20,843 | New |
| Two Sigma Securities, LLC | 21,865 | $84.0K | 0.01% | +8,457+63.1% | Added |
| Mariner, LLC | 21,952 | $84.3K | 0.00% | −7,628−25.8% | Reduced |
| High Net Worth Advisory Group LLC | 22,353 | $85.8K | 0.02% | +22,353 | New |
| Park Avenue Securities LLC | 23,933 | $92.0K | 0.00% | +1,271+5.6% | Added |
| Corps Capital Advisors, LLC | 25,000 | $96.0K | 0.15% | 00.0% | Unchanged |
| MAI Capital Management | 25,241 | $96.9K | 0.00% | +274+1.1% | Added |
| Uncommon Cents Investing LLC | 26,327 | $101.1K | 0.03% | 00.0% | Unchanged |
| MML Investors Services, LLC | 28,255 | $108.5K | 0.00% | +616+2.2% | Added |
| Dudley Capital Management, LLC | 31,100 | $119.4K | 0.05% | 00.0% | Unchanged |
| Comerica Bank | 32,321 | $124.1K | 0.00% | +2,060+6.8% | Added |
| Mercer Global Advisors Inc | 33,123 | $127.2K | 0.00% | +33,123 | New |
| Chapin Davis, Inc. | 33,380 | $128.2K | 0.03% | −761−2.2% | Reduced |
| Wilson & Boucher Capital Management, LLC | 36,100 | $138.6K | 0.09% | −1,900−5.0% | Reduced |
| Virtu Financial LLC | 37,251 | $143.0K | 0.01% | +37,251 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 44,251 | $169.9K | 0.02% | +1,008+2.3% | Added |
| RSM US Wealth Management LLC | 45,800 | $175.9K | 0.00% | +1,676+3.8% | Added |
| Concurrent Investment Advisors, LLC | 48,941 | $187.9K | 0.00% | +85+0.2% | Added |
| Commonwealth Equity Services, LLC | 50,112 | $192.0K | 0.00% | −3,192−6.0% | Reduced |
| GWM Advisors LLC | 50,845 | $195.2K | 0.00% | −2,372−4.5% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 50,985 | $195.8K | 0.06% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 51,699 | $198.5K | 0.00% | −15,869−23.5% | Reduced |
| Everstar Asset Management, LLC | 53,180 | $204.2K | 0.12% | −1,447−2.6% | Reduced |
| Stratos Wealth Partners, LTD. | 59,300 | $227.7K | 0.00% | −375−0.6% | Reduced |
| NWF Advisory Services Inc. | 64,333 | $247.0K | 0.03% | +964+1.5% | Added |
| Oppenheimer & Co Inc | 70,601 | $271.1K | 0.00% | −3,628−4.9% | Reduced |
| Truist Financial Corp | 72,159 | $277.1K | 0.00% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 78,950 | $303.2K | 0.18% | 00.0% | Unchanged |
| Marex Group plc | 89,867 | $345.1K | 0.00% | +89,867 | New |
| Jane Street Group, LLC | 92,141 | $353.8K | 0.00% | +51,871+128.8% | Added |
| Readystate Asset Management LP | 93,517 | $359.1K | 0.02% | +93,517 | New |
| Steward Partners Investment Advisory, LLC | 93,779 | $360.1K | 0.00% | +120.0% | Added |
| Cetera Investment Advisers | 95,072 | $365.1K | 0.00% | +17,080+21.9% | Added |
| Susquehanna International Group, LLP | 105,177 | $403.9K | 0.00% | +105,177 | New |
| Cambridge Investment Research Advisors, Inc. | 119,560 | $459.0K | 0.00% | −39,707−24.9% | Reduced |
| Advisor Group Holdings, Inc. | 123,994 | $485.8K | 0.00% | +18,629+17.7% | Added |
| Wela Strategies, Inc. | 127,018 | $487.7K | 0.18% | +6,892+5.7% | Added |
| Royal Bank of Canada | 128,685 | $494.0K | 0.00% | +7,284+6.0% | Added |
| Stifel Financial Corp | 130,148 | $499.8K | 0.00% | +13,166+11.3% | Added |
| Envestnet Asset Management Inc | 131,959 | $506.7K | 0.00% | +5,080+4.0% | Added |
| HRT Financial LP | 138,908 | $533.0K | 0.00% | +138,908 | New |
| Shaker Financial Services, LLC | 210,902 | $817.4K | 0.28% | +11,158+5.6% | Added |
| Fortis Group Advisors, LLC | 215,659 | $832.4K | 0.14% | +26,872+14.2% | Added |
| Pin Oak Investment Advisors Inc | 232,628 | $901.5K | 0.64% | +300+0.1% | Added |
| First Trust Advisors LP | 250,928 | $963.6K | 0.00% | −23,742−8.6% | Reduced |
| Wolverine Asset Management LLC | 265,356 | $1.02M | 0.01% | +265,356 | New |
| Pathway Financial Advisers, LLC | 272,327 | $1.05M | 0.30% | +549+0.2% | Added |
| LPL Financial LLC | 279,318 | $1.07M | 0.00% | +34,812+14.2% | Added |
| RFG Advisory, LLC | 309,589 | $1.19M | 0.02% | −172,370−35.8% | Reduced |
| Jones Financial Companies LLLP | 319,730 | $1.22M | 0.00% | +61,432+23.8% | Added |
| Bank of America Corp | 389,275 | $1.49M | 0.00% | −22,734−5.5% | Reduced |
| Chicago Partners Investment Group LLC | 394,380 | $1.53M | 0.04% | −4,097−1.0% | Reduced |
| Fiera Capital Corp | 482,315 | $1.85M | 0.01% | +6,245+1.3% | Added |
| Thrivent Financial for Lutherans | 524,334 | $2.01M | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 684,193 | $2.63M | 0.00% | +26,969+4.1% | Added |
| Kanen Wealth Management LLC | 697,018 | $2.68M | 0.89% | +304,100+77.4% | Added |
| Raymond James Financial Inc | 707,833 | $2.72M | 0.00% | +21,669+3.2% | Added |
| UBS Group AG | 753,190 | $2.89M | 0.00% | +281,615+59.7% | Added |
| Invesco Ltd. | 1,019,607 | $3.92M | 0.00% | +13,110+1.3% | Added |
| Fca Corp | 1,187,591 | $4.56M | 1.27% | +15,643+1.3% | Added |