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, Q1 2026
Institutional positions in Western Asset High Income Opportunity Fund Inc. as of Mar 31, 2026. 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
- 119
- +6 vs. Q4 2025
- Shares held
- 32.4M
- +2.31M (+7.7%) vs. Q4 2025
- Total value
- $117.8M
- +$6.00M (+5.4%) vs. Q4 2025
- New holders
- 18
- 43 more added
- Sold out
- 12
- 28 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Western Asset High Income Opportunity Fund Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 11,392,747 | $41.4M | 0.00% | +1,759,935+18.3% | Added |
| Sit Investment Associates Inc | 2,812,278 | $10.2M | 0.21% | +577,014+25.8% | Added |
| Capital Investment Advisors, LLC | 2,539,012 | $9.22M | 0.13% | −350,817−12.1% | Reduced |
| Penserra Capital Management LLC | 1,596,120 | $5.79M | 0.07% | +21,133+1.3% | Added |
| Invesco Ltd. | 1,354,893 | $4.92M | 0.00% | +133,941+11.0% | Added |
| Fca Corp | 1,206,739 | $4.38M | 1.24% | +66,178+5.8% | Added |
| Wells Fargo & Company | 799,149 | $2.90M | 0.00% | +22,860+2.9% | Added |
| Rareview Capital LLC | 691,641 | $2.75M | 1.61% | +119,146+20.8% | Added |
| LPL Financial LLC | 752,004 | $2.73M | 0.00% | +367,001+95.3% | Added |
| Raymond James Financial Inc | 664,969 | $2.41M | 0.00% | −37,740−5.4% | Reduced |
| UBS Group AG | 601,872 | $2.18M | 0.00% | +67,328+12.6% | Added |
| Thrivent Financial for Lutherans | 548,932 | $1.99M | 0.00% | +24,598+4.7% | Added |
| Shaker Financial Services, LLC | 512,974 | $1.86M | 0.65% | −100,789−16.4% | Reduced |
| Kanen Wealth Management LLC | 490,454 | $1.78M | 0.64% | +10,000+2.1% | Added |
| Wolverine Asset Management LLC | 470,947 | $1.71M | 0.03% | −169,549−26.5% | Reduced |
| Absolute Investment Advisers LLC | 469,158 | $1.70M | 0.20% | +141,927+43.4% | Added |
| Jones Financial Companies LLLP | 473,862 | $1.68M | 0.00% | +56,753+13.6% | Added |
| Chicago Partners Investment Group LLC | 368,306 | $1.36M | 0.03% | −30,633−7.7% | Reduced |
| Bank of America Corp | 316,605 | $1.15M | 0.00% | −42,195−11.8% | Reduced |
| Quarry LP | 305,111 | $1.11M | 0.22% | +305,111 | New |
| RFG Advisory, LLC | 287,063 | $1.04M | 0.02% | +106,280+58.8% | Added |
| Pathway Financial Advisers, LLC | 279,433 | $1.01M | 0.29% | +1,730+0.6% | Added |
| Pin Oak Investment Advisors Inc | 233,058 | $846.0K | 0.60% | −1,250−0.5% | Reduced |
| First Trust Advisors LP | 230,383 | $836.3K | 0.00% | −10,235−4.3% | Reduced |
| Fortis Group Advisors, LLC | 210,571 | $777.0K | 0.13% | −2,905−1.4% | Reduced |
| Envestnet Asset Management Inc | 169,738 | $616.1K | 0.00% | +36,614+27.5% | Added |
| Calamos Advisors LLC | 163,795 | $594.6K | 0.00% | +19,500+13.5% | Added |
| Royal Bank of Canada | 146,113 | $530.0K | 0.00% | −5,761−3.8% | Reduced |
| Cetera Investment Advisers | 109,681 | $398.1K | 0.00% | +11,268+11.4% | Added |
| Commonwealth Equity Services, LLC | 98,322 | $356.9K | 0.00% | +40,879+71.2% | Added |
| Steward Partners Investment Advisory, LLC | 93,811 | $340.5K | 0.00% | +140.0% | Added |
| Stifel Financial Corp | 91,902 | $333.6K | 0.00% | +1,789+2.0% | Added |
| Advisor Group Holdings, Inc. | 89,579 | $325.2K | 0.00% | −19,931−18.2% | Reduced |
| Melfa Wealth Management, LLC | 78,950 | $286.6K | 0.16% | 00.0% | Unchanged |
| Truist Financial Corp | 72,159 | $261.9K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 59,416 | $215.7K | 0.00% | +51+0.1% | Added |
| NWF Advisory Services Inc. | 56,921 | $206.6K | 0.02% | −7,412−11.5% | Reduced |
| RSM US Wealth Management LLC | 55,115 | $200.1K | 0.00% | +8,889+19.2% | Added |
| Everstar Asset Management, LLC | 53,180 | $193.0K | 0.10% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 50,985 | $185.1K | 0.05% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 49,488 | $179.6K | 0.00% | +112+0.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 46,404 | $168.0K | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 41,212 | $149.6K | 0.00% | −990−2.3% | Reduced |
| Jane Street Group, LLC | 40,796 | $148.1K | 0.00% | −154,260−79.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 40,745 | $147.9K | 0.02% | +981+2.5% | Added |
| Nomura Holdings Inc | 37,500 | $136.1K | 0.00% | +37,500 | New |
| Independent Advisor Alliance | 36,873 | $133.8K | 0.00% | +36,873 | New |
| Susquehanna International Group, LLP | 36,325 | $131.9K | 0.00% | +503+1.4% | Added |
| XTX Topco Ltd | 35,268 | $128.0K | 0.00% | −39,289−52.7% | Reduced |
| Clearstead Advisors, LLC | 34,375 | $124.8K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 34,308 | $124.5K | 0.03% | +872+2.6% | Added |
| Wilson & Boucher Capital Management, LLC | 32,975 | $119.7K | 0.08% | −3,125−8.7% | Reduced |
| Accredited Investor Services, LLC | 31,422 | $114.1K | 0.07% | +7,352+30.5% | Added |
| Dudley Capital Management, LLC | 31,100 | $112.9K | 0.05% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 30,159 | $109.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 28,835 | $104.7K | 0.00% | −16,700−36.7% | Reduced |
| Integrity Advisory Solutions, LLC | 28,702 | $104.2K | 0.01% | +6,916+31.7% | Added |
| Citadel Advisors LLC | 28,169 | $102.3K | 0.00% | +28,169 | New |
| Mariner, LLC | 27,837 | $98.5K | 0.00% | +5,693+25.7% | Added |
| Chapin Davis, Inc. | 26,909 | $97.7K | 0.02% | −2,296−7.9% | Reduced |
| Uncommon Cents Investing LLC | 26,327 | $95.6K | 0.02% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 26,017 | $94.4K | 0.00% | −14,787−36.2% | Reduced |
| Merit Financial Group, LLC | 25,484 | $92.5K | 0.00% | +5,189+25.6% | Added |
| Virtu Financial LLC | 25,265 | $92.0K | 0.00% | +25,265 | New |
| Corps Capital Advisors, LLC | 25,000 | $90.8K | 0.08% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 24,754 | $90.0K | 0.00% | −1,093−4.2% | Reduced |
| Fifth Third Bancorp | 22,861 | $83.0K | 0.00% | +22,861 | New |
| Samalin Investment Counsel, LLC | 22,235 | $80.7K | 0.03% | +618+2.9% | Added |
| Creative Planning | 22,147 | $80.4K | 0.00% | +22,147 | New |
| First Nebraska Trust Co | 22,060 | $80.1K | 0.01% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 20,565 | $74.7K | 0.00% | +519+2.6% | Added |
| Aptus Capital Advisors, LLC | 20,281 | $73.6K | 0.00% | 00.0% | Unchanged |
| Suncoast Equity Management | 20,036 | $72.7K | 0.01% | +1,154+6.1% | Added |
| Advisory Services Network, LLC | 19,500 | $70.8K | 0.00% | +2,000+11.4% | Added |
| Cape Investment Advisory, Inc. | 18,300 | $66.4K | 0.02% | 00.0% | Unchanged |
| Fiera Capital Corp | 17,933 | $65.1K | 0.00% | −25,034−58.3% | Reduced |
| Evergreen Capital Management LLC | 16,634 | $60.4K | 0.00% | +601+3.7% | Added |
| Private Advisor Group, LLC | 16,525 | $60.0K | 0.00% | +16,525 | New |
| Savvy Advisors, Inc. | 16,446 | $59.7K | 0.00% | +16,446 | New |
| Reuter James Wealth Management, LLC | 15,466 | $56.1K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 15,175 | $55.1K | 0.00% | +15,175 | New |
| Landscape Capital Management, L.L.C. | 14,827 | $53.8K | 0.00% | −116,036−88.7% | Reduced |
| Jackson Hole Capital Partners, LLC | 14,200 | $51.5K | 0.01% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 13,973 | $50.7K | 0.01% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 13,786 | $50.0K | 0.01% | +2,281+19.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 13,405 | $48.7K | 0.01% | +2,493+22.8% | Added |
| Two Sigma Securities, LLC | 13,360 | $48.5K | 0.01% | −7,787−36.8% | Reduced |
| One Capital Management, LLC | 12,895 | $46.8K | 0.00% | +1,205+10.3% | Added |
| Green Square Capital Advisors LLC | 11,989 | $43.5K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 11,843 | $43.0K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 11,429 | $42.4K | 0.00% | +241+2.2% | Added |
| RPg Family Wealth Advisory, LLC | 11,667 | $42.4K | 0.01% | +11,667 | New |
| PCM Encore, LLC | 11,387 | $41.3K | 0.01% | +11,387 | New |
| Laurel Oak Wealth Management, LLC | 10,913 | $39.6K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 10,900 | $39.6K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 10,355 | $37.6K | 0.01% | +293+2.9% | Added |
| Stonebrook Private Inc. | 10,168 | $36.9K | 0.01% | +10,168 | New |
| US Bancorp | 8,000 | $29.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 6,467 | $23.5K | 0.00% | −4,372−40.3% | Reduced |
| Axiom Investment Management LLC | 6,255 | $22.7K | 0.02% | +6,255 | New |