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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $4 | 0.00% | – | – |
| Rothschild Investment LLC | 3 | $11 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 7 | $25 | 0.00% | −183−96.3% | Reduced |
| International Assets Investment Management, LLC | 9 | $33 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 21 | $76 | 0.00% | +21 | New |
| Rockefeller Capital Management L.P. | 114 | $414 | 0.00% | −716−86.3% | Reduced |
| MTM Investment Management, LLC | 170 | $617 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 486 | $1.76K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 587 | $2.15K | 0.00% | +587 | New |
| Highline Wealth Partners LLC | 750 | $2.72K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 816 | $2.96K | 0.00% | +816 | New |
| CoreCap Advisors, LLC | 1,094 | $3.97K | 0.00% | −1,094−50.0% | Reduced |
| Farther Finance Advisors, LLC | 1,254 | $4.55K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,700 | $6.17K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 2,405 | $8.73K | 0.00% | +2,405 | New |
| SRS Capital Advisors, Inc. | 2,500 | $9.07K | 0.00% | −120−4.6% | Reduced |
| Gilpin Wealth Management, LLC | 2,602 | $9.45K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 3,021 | $11.0K | 0.00% | +731+31.9% | Added |
| WPG Advisers, LLC | 5,634 | $20.5K | 0.02% | +1,442+34.4% | Added |
| Axiom Investment Management LLC | 6,255 | $22.7K | 0.02% | +6,255 | New |
| MAI Capital Management | 6,467 | $23.5K | 0.00% | −4,372−40.3% | Reduced |
| US Bancorp | 8,000 | $29.0K | 0.00% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 10,168 | $36.9K | 0.01% | +10,168 | New |
| High Net Worth Advisory Group LLC | 10,355 | $37.6K | 0.01% | +293+2.9% | Added |
| The PNC Financial Services Group, Inc. | 10,900 | $39.6K | 0.00% | 00.0% | Unchanged |
| Laurel Oak Wealth Management, LLC | 10,913 | $39.6K | 0.01% | 00.0% | Unchanged |
| PCM Encore, LLC | 11,387 | $41.3K | 0.01% | +11,387 | New |
| RPg Family Wealth Advisory, LLC | 11,667 | $42.4K | 0.01% | +11,667 | New |
| Equitable Holdings, Inc. | 11,429 | $42.4K | 0.00% | +241+2.2% | Added |
| Wedbush Securities Inc | 11,843 | $43.0K | 0.00% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 11,989 | $43.5K | 0.00% | 00.0% | Unchanged |
| One Capital Management, LLC | 12,895 | $46.8K | 0.00% | +1,205+10.3% | Added |
| Two Sigma Securities, LLC | 13,360 | $48.5K | 0.01% | −7,787−36.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 13,405 | $48.7K | 0.01% | +2,493+22.8% | Added |
| Occidental Asset Management, LLC | 13,786 | $50.0K | 0.01% | +2,281+19.8% | Added |
| Pekin Hardy Strauss, Inc. | 13,973 | $50.7K | 0.01% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 14,200 | $51.5K | 0.01% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 14,827 | $53.8K | 0.00% | −116,036−88.7% | Reduced |
| Integrated Wealth Concepts LLC | 15,175 | $55.1K | 0.00% | +15,175 | New |
| Reuter James Wealth Management, LLC | 15,466 | $56.1K | 0.01% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 16,446 | $59.7K | 0.00% | +16,446 | New |
| Private Advisor Group, LLC | 16,525 | $60.0K | 0.00% | +16,525 | New |
| Evergreen Capital Management LLC | 16,634 | $60.4K | 0.00% | +601+3.7% | Added |
| Fiera Capital Corp | 17,933 | $65.1K | 0.00% | −25,034−58.3% | Reduced |
| Cape Investment Advisory, Inc. | 18,300 | $66.4K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 19,500 | $70.8K | 0.00% | +2,000+11.4% | Added |
| Suncoast Equity Management | 20,036 | $72.7K | 0.01% | +1,154+6.1% | Added |
| Aptus Capital Advisors, LLC | 20,281 | $73.6K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 20,565 | $74.7K | 0.00% | +519+2.6% | Added |
| First Nebraska Trust Co | 22,060 | $80.1K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 22,147 | $80.4K | 0.00% | +22,147 | New |
| Samalin Investment Counsel, LLC | 22,235 | $80.7K | 0.03% | +618+2.9% | Added |
| Fifth Third Bancorp | 22,861 | $83.0K | 0.00% | +22,861 | New |
| Park Avenue Securities LLC | 24,754 | $90.0K | 0.00% | −1,093−4.2% | Reduced |
| Corps Capital Advisors, LLC | 25,000 | $90.8K | 0.08% | 00.0% | Unchanged |
| Virtu Financial LLC | 25,265 | $92.0K | 0.00% | +25,265 | New |
| Merit Financial Group, LLC | 25,484 | $92.5K | 0.00% | +5,189+25.6% | Added |
| Oppenheimer & Co Inc | 26,017 | $94.4K | 0.00% | −14,787−36.2% | Reduced |
| Uncommon Cents Investing LLC | 26,327 | $95.6K | 0.02% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 26,909 | $97.7K | 0.02% | −2,296−7.9% | Reduced |
| Mariner, LLC | 27,837 | $98.5K | 0.00% | +5,693+25.7% | Added |
| Citadel Advisors LLC | 28,169 | $102.3K | 0.00% | +28,169 | New |
| Integrity Advisory Solutions, LLC | 28,702 | $104.2K | 0.01% | +6,916+31.7% | Added |
| GWM Advisors LLC | 28,835 | $104.7K | 0.00% | −16,700−36.7% | Reduced |
| Mercer Global Advisors Inc | 30,159 | $109.5K | 0.00% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 31,100 | $112.9K | 0.05% | 00.0% | Unchanged |
| Accredited Investor Services, LLC | 31,422 | $114.1K | 0.07% | +7,352+30.5% | Added |
| Wilson & Boucher Capital Management, LLC | 32,975 | $119.7K | 0.08% | −3,125−8.7% | Reduced |
| Wall Street Access Asset Management, LLC | 34,308 | $124.5K | 0.03% | +872+2.6% | Added |
| Clearstead Advisors, LLC | 34,375 | $124.8K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 35,268 | $128.0K | 0.00% | −39,289−52.7% | Reduced |
| Susquehanna International Group, LLP | 36,325 | $131.9K | 0.00% | +503+1.4% | Added |
| Independent Advisor Alliance | 36,873 | $133.8K | 0.00% | +36,873 | New |
| Nomura Holdings Inc | 37,500 | $136.1K | 0.00% | +37,500 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 40,745 | $147.9K | 0.02% | +981+2.5% | Added |
| Jane Street Group, LLC | 40,796 | $148.1K | 0.00% | −154,260−79.1% | Reduced |
| Boothbay Fund Management, LLC | 41,212 | $149.6K | 0.00% | −990−2.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 46,404 | $168.0K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 49,488 | $179.6K | 0.00% | +112+0.2% | Added |
| Walled Lake Planning & Wealth Management, LLC | 50,985 | $185.1K | 0.05% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 53,180 | $193.0K | 0.10% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 55,115 | $200.1K | 0.00% | +8,889+19.2% | Added |
| NWF Advisory Services Inc. | 56,921 | $206.6K | 0.02% | −7,412−11.5% | Reduced |
| Stratos Wealth Partners, LTD. | 59,416 | $215.7K | 0.00% | +51+0.1% | Added |
| Truist Financial Corp | 72,159 | $261.9K | 0.00% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 78,950 | $286.6K | 0.16% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 89,579 | $325.2K | 0.00% | −19,931−18.2% | Reduced |
| Stifel Financial Corp | 91,902 | $333.6K | 0.00% | +1,789+2.0% | Added |
| Steward Partners Investment Advisory, LLC | 93,811 | $340.5K | 0.00% | +140.0% | Added |
| Commonwealth Equity Services, LLC | 98,322 | $356.9K | 0.00% | +40,879+71.2% | Added |
| Cetera Investment Advisers | 109,681 | $398.1K | 0.00% | +11,268+11.4% | Added |
| Royal Bank of Canada | 146,113 | $530.0K | 0.00% | −5,761−3.8% | Reduced |
| Calamos Advisors LLC | 163,795 | $594.6K | 0.00% | +19,500+13.5% | Added |
| Envestnet Asset Management Inc | 169,738 | $616.1K | 0.00% | +36,614+27.5% | Added |
| Fortis Group Advisors, LLC | 210,571 | $777.0K | 0.13% | −2,905−1.4% | Reduced |
| First Trust Advisors LP | 230,383 | $836.3K | 0.00% | −10,235−4.3% | Reduced |
| Pin Oak Investment Advisors Inc | 233,058 | $846.0K | 0.60% | −1,250−0.5% | Reduced |
| Pathway Financial Advisers, LLC | 279,433 | $1.01M | 0.29% | +1,730+0.6% | Added |
| RFG Advisory, LLC | 287,063 | $1.04M | 0.02% | +106,280+58.8% | Added |
| Quarry LP | 305,111 | $1.11M | 0.22% | +305,111 | New |