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 |
|---|---|---|---|---|---|
| Lloyd Advisory Services, LLC. | 1 | $2 | 0.00% | +1 | New |
| Huntington National Bank | – | $4 | 0.00% | – | – |
| Rothschild Investment LLC | 3 | $11 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 9 | $33 | 0.00% | +9 | New |
| MTM Investment Management, LLC | 170 | $631 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 190 | $705 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 486 | $1.80K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 750 | $2.78K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 830 | $3.08K | 0.00% | +830 | New |
| Farther Finance Advisors, LLC | 1,254 | $4.65K | 0.00% | −6,330−83.5% | Reduced |
| Pinnacle Bancorp, Inc. | 1,700 | $6.31K | 0.00% | −6,000−77.9% | Reduced |
| CoreCap Advisors, LLC | 2,188 | $8.12K | 0.00% | +2,188 | New |
| Northwestern Mutual Wealth Management Co | 2,227 | $8.26K | 0.00% | +2,227 | New |
| Spire Wealth Management | 2,290 | $8.49K | 0.00% | −497−17.8% | Reduced |
| Gilpin Wealth Management, LLC | 2,602 | $9.65K | 0.01% | +2,602 | New |
| SRS Capital Advisors, Inc. | 2,620 | $9.72K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 4,000 | $14.8K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 4,192 | $15.6K | 0.01% | +908+27.6% | Added |
| US Bancorp | 8,000 | $29.7K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 10,062 | $37.3K | 0.01% | −12,291−55.0% | Reduced |
| MAI Capital Management | 10,839 | $40.2K | 0.00% | −14,402−57.1% | Reduced |
| The PNC Financial Services Group, Inc. | 10,900 | $40.4K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 10,912 | $40.5K | 0.00% | +10,912 | New |
| Laurel Oak Wealth Management, LLC | 10,913 | $40.5K | 0.01% | +10,913 | New |
| Equitable Holdings, Inc. | 11,188 | $41.5K | 0.00% | +169+1.5% | Added |
| Meridian Wealth Management, LLC | 11,200 | $41.6K | 0.00% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 11,505 | $42.7K | 0.01% | −83−0.7% | Reduced |
| One Capital Management, LLC | 11,690 | $43.4K | 0.00% | +11,690 | New |
| Wedbush Securities Inc | 11,843 | $44.0K | 0.00% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 11,989 | $44.5K | 0.00% | 00.0% | Unchanged |
| Encompass More Asset Management | 12,006 | $44.5K | 0.01% | +111+0.9% | Added |
| Sigma Planning Corp | 12,704 | $47.1K | 0.00% | −4,928−27.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 13,973 | $51.8K | 0.00% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 14,200 | $52.7K | 0.01% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 15,466 | $57.4K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 16,033 | $59.5K | 0.00% | −4,001−20.0% | Reduced |
| Blue Barn Wealth, LLC | 16,446 | $61.0K | 0.09% | +16,446 | New |
| Advisory Services Network, LLC | 17,500 | $64.9K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 18,300 | $67.9K | 0.02% | 00.0% | Unchanged |
| Suncoast Equity Management | 18,882 | $70.1K | 0.01% | +690+3.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 20,046 | $74.4K | 0.00% | +650+3.4% | Added |
| Aptus Capital Advisors, LLC | 20,281 | $75.2K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 20,295 | $75.3K | 0.00% | +3,486+20.7% | Added |
| Two Sigma Securities, LLC | 21,147 | $78.5K | 0.01% | −718−3.3% | Reduced |
| Samalin Investment Counsel, LLC | 21,617 | $80.2K | 0.03% | +774+3.7% | Added |
| Integrity Advisory Solutions, LLC | 21,786 | $80.8K | 0.01% | +8,787+67.6% | Added |
| First Nebraska Trust Co | 22,060 | $81.8K | 0.01% | +3,000+15.7% | Added |
| Mariner, LLC | 22,144 | $82.2K | 0.00% | +192+0.9% | Added |
| Quadrature Capital Ltd | 23,257 | $86.3K | 0.00% | +23,257 | New |
| Accredited Investor Services, LLC | 24,070 | $89.3K | 0.06% | +6,301+35.5% | Added |
| Corps Capital Advisors, LLC | 25,000 | $92.8K | 0.10% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 25,847 | $96.0K | 0.00% | +1,914+8.0% | Added |
| Uncommon Cents Investing LLC | 26,327 | $97.7K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 27,152 | $100.7K | 0.00% | +27,152 | New |
| Comerica Bank | 28,983 | $107.5K | 0.00% | −3,338−10.3% | Reduced |
| Chapin Davis, Inc. | 29,205 | $108.4K | 0.03% | −4,175−12.5% | Reduced |
| HRT Financial LP | 30,093 | $111.0K | 0.00% | −108,815−78.3% | Reduced |
| Mercer Global Advisors Inc | 30,159 | $111.9K | 0.00% | −2,964−8.9% | Reduced |
| Dudley Capital Management, LLC | 31,100 | $115.4K | 0.05% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 33,436 | $124.0K | 0.03% | +33,436 | New |
| Clearstead Advisors, LLC | 34,375 | $127.5K | 0.00% | −17,324−33.5% | Reduced |
| Susquehanna International Group, LLP | 35,822 | $132.9K | 0.00% | −69,355−65.9% | Reduced |
| Wilson & Boucher Capital Management, LLC | 36,100 | $133.9K | 0.09% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 39,764 | $147.5K | 0.02% | −4,487−10.1% | Reduced |
| Oppenheimer & Co Inc | 40,804 | $151.4K | 0.00% | −29,797−42.2% | Reduced |
| Boothbay Fund Management, LLC | 42,202 | $156.6K | 0.00% | +42,202 | New |
| Logan Stone Capital, LLC | 42,419 | $157.4K | 0.04% | +42,419 | New |
| Fiera Capital Corp | 42,967 | $159.4K | 0.00% | −439,348−91.1% | Reduced |
| GWM Advisors LLC | 45,535 | $168.9K | 0.00% | −5,310−10.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 46,404 | $172.0K | 0.00% | −73,156−61.2% | Reduced |
| RSM US Wealth Management LLC | 46,226 | $172.7K | 0.00% | +426+0.9% | Added |
| Segment Wealth Management, LLC | 49,332 | $183.0K | 0.01% | +49,332 | New |
| Concurrent Investment Advisors, LLC | 49,376 | $183.2K | 0.00% | +435+0.9% | Added |
| Walled Lake Planning & Wealth Management, LLC | 50,985 | $189.2K | 0.06% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 53,180 | $197.3K | 0.11% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 57,443 | $213.1K | 0.00% | +7,331+14.6% | Added |
| Stratos Wealth Partners, LTD. | 59,365 | $220.2K | 0.00% | +65+0.1% | Added |
| NWF Advisory Services Inc. | 64,333 | $238.7K | 0.03% | 00.0% | Unchanged |
| Marex Group plc | 67,142 | $249.1K | 0.00% | −22,725−25.3% | Reduced |
| Truist Financial Corp | 72,159 | $267.7K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 74,557 | $276.6K | 0.01% | +74,557 | New |
| Melfa Wealth Management, LLC | 78,950 | $292.9K | 0.17% | 00.0% | Unchanged |
| Stifel Financial Corp | 90,113 | $334.3K | 0.00% | −40,035−30.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 93,797 | $348.0K | 0.00% | +180.0% | Added |
| Cetera Investment Advisers | 98,413 | $365.1K | 0.00% | +3,341+3.5% | Added |
| Advisor Group Holdings, Inc. | 109,510 | $406.3K | 0.00% | −14,484−11.7% | Reduced |
| Landscape Capital Management, L.L.C. | 130,863 | $485.5K | 0.03% | +130,863 | New |
| Envestnet Asset Management Inc | 133,124 | $493.9K | 0.00% | +1,165+0.9% | Added |
| Calamos Advisors LLC | 144,295 | $535.3K | 0.00% | +144,295 | New |
| Royal Bank of Canada | 151,874 | $564.0K | 0.00% | +23,189+18.0% | Added |
| RFG Advisory, LLC | 180,783 | $670.7K | 0.01% | −128,806−41.6% | Reduced |
| Jane Street Group, LLC | 195,056 | $723.7K | 0.00% | +102,915+111.7% | Added |
| Fortis Group Advisors, LLC | 213,476 | $804.8K | 0.13% | −2,183−1.0% | Reduced |
| Pin Oak Investment Advisors Inc | 234,308 | $886.0K | 0.62% | +1,680+0.7% | Added |
| First Trust Advisors LP | 240,618 | $892.7K | 0.00% | −10,310−4.1% | Reduced |
| Pathway Financial Advisers, LLC | 277,703 | $1.03M | 0.30% | +5,376+2.0% | Added |
| Absolute Investment Advisers LLC | 327,231 | $1.23M | 0.14% | +327,231 | New |
| Bank of America Corp | 358,800 | $1.33M | 0.00% | −30,475−7.8% | Reduced |
| LPL Financial LLC | 385,003 | $1.43M | 0.00% | +105,685+37.8% | Added |
| Chicago Partners Investment Group LLC | 398,939 | $1.48M | 0.04% | +4,559+1.2% | Added |