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, Q4 2025
Institutional positions in Western Asset High Income Opportunity Fund Inc. as of Dec 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
- 116
- +13 vs. Q3 2025
- Shares held
- 30.1M
- +2.49M (+9.0%) vs. Q3 2025
- Total value
- $112.0M
- +$5.80M (+5.5%) vs. Q3 2025
- New holders
- 21
- 34 more added
- Sold out
- 8
- 32 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Western Asset High Income Opportunity Fund Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 9,632,812 | $35.7M | 0.00% | +320,681+3.4% | Added |
| Capital Investment Advisors, LLC | 2,889,829 | $10.7M | 0.16% | −226,091−7.3% | Reduced |
| Sit Investment Associates Inc | 2,235,264 | $8.29M | 0.16% | +556,840+33.2% | Added |
| Penserra Capital Management LLC | 1,574,987 | $5.84M | 0.07% | +145,761+10.2% | Added |
| Invesco Ltd. | 1,220,952 | $4.53M | 0.00% | +201,345+19.7% | Added |
| Fca Corp | 1,140,561 | $4.23M | 1.19% | −47,030−4.0% | Reduced |
| Wells Fargo & Company | 776,289 | $2.88M | 0.00% | +92,096+13.5% | Added |
| Raymond James Financial Inc | 702,709 | $2.61M | 0.00% | −5,124−0.7% | Reduced |
| Wolverine Asset Management LLC | 640,496 | $2.38M | 0.03% | +375,140+141.4% | Added |
| Rareview Capital LLC | 572,495 | $2.28M | 1.48% | +572,495 | New |
| Shaker Financial Services, LLC | 613,763 | $2.28M | 0.72% | +402,861+191.0% | Added |
| UBS Group AG | 534,544 | $1.98M | 0.00% | −218,646−29.0% | Reduced |
| Thrivent Financial for Lutherans | 524,334 | $1.95M | 0.00% | 00.0% | Unchanged |
| Kanen Wealth Management LLC | 480,454 | $1.78M | 0.56% | −216,564−31.1% | Reduced |
| Readystate Asset Management LP | 477,054 | $1.77M | 0.08% | +383,537+410.1% | Added |
| Jones Financial Companies LLLP | 417,109 | $1.55M | 0.00% | +97,379+30.5% | Added |
| Chicago Partners Investment Group LLC | 398,939 | $1.48M | 0.04% | +4,559+1.2% | Added |
| LPL Financial LLC | 385,003 | $1.43M | 0.00% | +105,685+37.8% | Added |
| Bank of America Corp | 358,800 | $1.33M | 0.00% | −30,475−7.8% | Reduced |
| Absolute Investment Advisers LLC | 327,231 | $1.23M | 0.14% | +327,231 | New |
| Pathway Financial Advisers, LLC | 277,703 | $1.03M | 0.30% | +5,376+2.0% | Added |
| First Trust Advisors LP | 240,618 | $892.7K | 0.00% | −10,310−4.1% | Reduced |
| Pin Oak Investment Advisors Inc | 234,308 | $886.0K | 0.62% | +1,680+0.7% | Added |
| Fortis Group Advisors, LLC | 213,476 | $804.8K | 0.13% | −2,183−1.0% | Reduced |
| Jane Street Group, LLC | 195,056 | $723.7K | 0.00% | +102,915+111.7% | Added |
| RFG Advisory, LLC | 180,783 | $670.7K | 0.01% | −128,806−41.6% | Reduced |
| Royal Bank of Canada | 151,874 | $564.0K | 0.00% | +23,189+18.0% | Added |
| Calamos Advisors LLC | 144,295 | $535.3K | 0.00% | +144,295 | New |
| Envestnet Asset Management Inc | 133,124 | $493.9K | 0.00% | +1,165+0.9% | Added |
| Landscape Capital Management, L.L.C. | 130,863 | $485.5K | 0.03% | +130,863 | New |
| Advisor Group Holdings, Inc. | 109,510 | $406.3K | 0.00% | −14,484−11.7% | Reduced |
| Cetera Investment Advisers | 98,413 | $365.1K | 0.00% | +3,341+3.5% | Added |
| Steward Partners Investment Advisory, LLC | 93,797 | $348.0K | 0.00% | +180.0% | Added |
| Stifel Financial Corp | 90,113 | $334.3K | 0.00% | −40,035−30.8% | Reduced |
| Melfa Wealth Management, LLC | 78,950 | $292.9K | 0.17% | 00.0% | Unchanged |
| XTX Topco Ltd | 74,557 | $276.6K | 0.01% | +74,557 | New |
| Truist Financial Corp | 72,159 | $267.7K | 0.00% | 00.0% | Unchanged |
| Marex Group plc | 67,142 | $249.1K | 0.00% | −22,725−25.3% | Reduced |
| NWF Advisory Services Inc. | 64,333 | $238.7K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 59,365 | $220.2K | 0.00% | +65+0.1% | Added |
| Commonwealth Equity Services, LLC | 57,443 | $213.1K | 0.00% | +7,331+14.6% | Added |
| Everstar Asset Management, LLC | 53,180 | $197.3K | 0.11% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 50,985 | $189.2K | 0.06% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 49,376 | $183.2K | 0.00% | +435+0.9% | Added |
| Segment Wealth Management, LLC | 49,332 | $183.0K | 0.01% | +49,332 | New |
| RSM US Wealth Management LLC | 46,226 | $172.7K | 0.00% | +426+0.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 46,404 | $172.0K | 0.00% | −73,156−61.2% | Reduced |
| GWM Advisors LLC | 45,535 | $168.9K | 0.00% | −5,310−10.4% | Reduced |
| Fiera Capital Corp | 42,967 | $159.4K | 0.00% | −439,348−91.1% | Reduced |
| Logan Stone Capital, LLC | 42,419 | $157.4K | 0.04% | +42,419 | New |
| Boothbay Fund Management, LLC | 42,202 | $156.6K | 0.00% | +42,202 | New |
| Oppenheimer & Co Inc | 40,804 | $151.4K | 0.00% | −29,797−42.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 39,764 | $147.5K | 0.02% | −4,487−10.1% | Reduced |
| Wilson & Boucher Capital Management, LLC | 36,100 | $133.9K | 0.09% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 35,822 | $132.9K | 0.00% | −69,355−65.9% | Reduced |
| Clearstead Advisors, LLC | 34,375 | $127.5K | 0.00% | −17,324−33.5% | Reduced |
| Wall Street Access Asset Management, LLC | 33,436 | $124.0K | 0.03% | +33,436 | New |
| Dudley Capital Management, LLC | 31,100 | $115.4K | 0.05% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 30,159 | $111.9K | 0.00% | −2,964−8.9% | Reduced |
| HRT Financial LP | 30,093 | $111.0K | 0.00% | −108,815−78.3% | Reduced |
| Chapin Davis, Inc. | 29,205 | $108.4K | 0.03% | −4,175−12.5% | Reduced |
| Comerica Bank | 28,983 | $107.5K | 0.00% | −3,338−10.3% | Reduced |
| Global Retirement Partners, LLC | 27,152 | $100.7K | 0.00% | +27,152 | New |
| Uncommon Cents Investing LLC | 26,327 | $97.7K | 0.02% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 25,847 | $96.0K | 0.00% | +1,914+8.0% | Added |
| Corps Capital Advisors, LLC | 25,000 | $92.8K | 0.10% | 00.0% | Unchanged |
| Accredited Investor Services, LLC | 24,070 | $89.3K | 0.06% | +6,301+35.5% | Added |
| Quadrature Capital Ltd | 23,257 | $86.3K | 0.00% | +23,257 | New |
| Mariner, LLC | 22,144 | $82.2K | 0.00% | +192+0.9% | Added |
| First Nebraska Trust Co | 22,060 | $81.8K | 0.01% | +3,000+15.7% | Added |
| Integrity Advisory Solutions, LLC | 21,786 | $80.8K | 0.01% | +8,787+67.6% | Added |
| Samalin Investment Counsel, LLC | 21,617 | $80.2K | 0.03% | +774+3.7% | Added |
| Two Sigma Securities, LLC | 21,147 | $78.5K | 0.01% | −718−3.3% | Reduced |
| Merit Financial Group, LLC | 20,295 | $75.3K | 0.00% | +3,486+20.7% | Added |
| Aptus Capital Advisors, LLC | 20,281 | $75.2K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 20,046 | $74.4K | 0.00% | +650+3.4% | Added |
| Suncoast Equity Management | 18,882 | $70.1K | 0.01% | +690+3.8% | Added |
| Cape Investment Advisory, Inc. | 18,300 | $67.9K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 17,500 | $64.9K | 0.00% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 16,446 | $61.0K | 0.09% | +16,446 | New |
| Evergreen Capital Management LLC | 16,033 | $59.5K | 0.00% | −4,001−20.0% | Reduced |
| Reuter James Wealth Management, LLC | 15,466 | $57.4K | 0.01% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 14,200 | $52.7K | 0.01% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 13,973 | $51.8K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 12,704 | $47.1K | 0.00% | −4,928−27.9% | Reduced |
| Encompass More Asset Management | 12,006 | $44.5K | 0.01% | +111+0.9% | Added |
| Green Square Capital Advisors LLC | 11,989 | $44.5K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 11,843 | $44.0K | 0.00% | 00.0% | Unchanged |
| One Capital Management, LLC | 11,690 | $43.4K | 0.00% | +11,690 | New |
| Occidental Asset Management, LLC | 11,505 | $42.7K | 0.01% | −83−0.7% | Reduced |
| Meridian Wealth Management, LLC | 11,200 | $41.6K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 11,188 | $41.5K | 0.00% | +169+1.5% | Added |
| Laurel Oak Wealth Management, LLC | 10,913 | $40.5K | 0.01% | +10,913 | New |
| Pinnacle Wealth Planning Services, Inc. | 10,912 | $40.5K | 0.00% | +10,912 | New |
| The PNC Financial Services Group, Inc. | 10,900 | $40.4K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 10,839 | $40.2K | 0.00% | −14,402−57.1% | Reduced |
| High Net Worth Advisory Group LLC | 10,062 | $37.3K | 0.01% | −12,291−55.0% | Reduced |
| US Bancorp | 8,000 | $29.7K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 4,192 | $15.6K | 0.01% | +908+27.6% | Added |
| Mountain Hill Investment Partners Corp. | 4,000 | $14.8K | 0.01% | 00.0% | Unchanged |