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, Q2 2026
Institutional positions in Western Asset High Income Opportunity Fund Inc. as of Jun 30, 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
- 112
- −6 vs. Q1 2026
- Shares held
- 33.2M
- +795.7K (+2.5%) vs. Q1 2026
- Total value
- $121.0M
- +$3.25M (+2.8%) vs. Q1 2026
- New holders
- 9
- 35 more added
- Sold out
- 15
- 31 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Western Asset High Income Opportunity Fund Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 11,779,270 | $42.9M | 0.00% | +386,523+3.4% | Added |
| Sit Investment Associates Inc | 2,820,378 | $10.3M | 0.19% | +8,100+0.3% | Added |
| Capital Investment Advisors, LLC | 2,329,618 | $8.48M | 0.11% | −209,394−8.2% | Reduced |
| Penserra Capital Management LLC | 1,659,450 | $6.04M | 0.05% | +63,330+4.0% | Added |
| Invesco Ltd. | 1,282,493 | $4.67M | 0.00% | −72,400−5.3% | Reduced |
| Fca Corp | 1,276,114 | $4.65M | 1.14% | +69,375+5.7% | Added |
| Wells Fargo & Company | 1,010,164 | $3.68M | 0.00% | +211,015+26.4% | Added |
| Rareview Capital LLC | 903,653 | $3.60M | 2.01% | +212,012+30.7% | Added |
| LPL Financial LLC | 969,899 | $3.53M | 0.00% | +217,895+29.0% | Added |
| Shaker Financial Services, LLC | 642,498 | $2.34M | 0.73% | +129,524+25.2% | Added |
| Raymond James Financial Inc | 637,104 | $2.32M | 0.00% | −27,865−4.2% | Reduced |
| UBS Group AG | 561,032 | $2.04M | 0.00% | −40,840−6.8% | Reduced |
| Thrivent Financial for Lutherans | 548,932 | $2.00M | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 531,238 | $1.91M | 0.00% | +57,376+12.1% | Added |
| Kanen Wealth Management LLC | 490,454 | $1.79M | 0.44% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 378,116 | $1.38M | 0.02% | −92,831−19.7% | Reduced |
| Absolute Investment Advisers LLC | 372,457 | $1.36M | 0.13% | −96,701−20.6% | Reduced |
| Chicago Partners Investment Group LLC | 333,688 | $1.19M | 0.02% | −34,618−9.4% | Reduced |
| Bank of America Corp | 305,060 | $1.11M | 0.00% | −11,545−3.6% | Reduced |
| Pathway Financial Advisers, LLC | 285,886 | $1.04M | 0.26% | +6,453+2.3% | Added |
| RFG Advisory, LLC | 273,827 | $996.7K | 0.02% | −13,236−4.6% | Reduced |
| First Trust Advisors LP | 263,308 | $958.4K | 0.00% | +32,925+14.3% | Added |
| Envestnet Asset Management Inc | 239,445 | $871.6K | 0.00% | +69,707+41.1% | Added |
| Pin Oak Investment Advisors Inc | 233,058 | $848.0K | 0.60% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 206,291 | $750.9K | 0.12% | −4,280−2.0% | Reduced |
| Calamos Advisors LLC | 175,495 | $638.8K | 0.00% | +11,700+7.1% | Added |
| Quarry LP | 175,126 | $637.5K | 0.10% | −129,985−42.6% | Reduced |
| Royal Bank of Canada | 141,224 | $514.0K | 0.00% | −4,889−3.3% | Reduced |
| Cetera Investment Advisers | 128,283 | $466.9K | 0.00% | +18,602+17.0% | Added |
| Advisor Group Holdings, Inc. | 118,176 | $430.2K | 0.00% | +28,597+31.9% | Added |
| Commonwealth Equity Services, LLC | 97,551 | $355.1K | 0.00% | −771−0.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 90,960 | $331.1K | 0.00% | −2,851−3.0% | Reduced |
| Stifel Financial Corp | 83,427 | $303.7K | 0.00% | −8,475−9.2% | Reduced |
| Melfa Wealth Management, LLC | 78,950 | $287.4K | 0.15% | 00.0% | Unchanged |
| Citadel Advisors LLC | 77,036 | $280.4K | 0.00% | +48,867+173.5% | Added |
| Truist Financial Corp | 72,159 | $262.7K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 70,008 | $254.8K | 0.04% | +35,700+104.1% | Added |
| NWF Advisory Services Inc. | 64,333 | $234.2K | 0.02% | +7,412+13.0% | Added |
| XTX Topco Ltd | 60,930 | $221.8K | 0.00% | +25,662+72.8% | Added |
| Stratos Wealth Partners, LTD. | 59,236 | $215.6K | 0.00% | −180−0.3% | Reduced |
| Everstar Asset Management, LLC | 53,180 | $193.6K | 0.09% | 00.0% | Unchanged |
| Readystate Asset Management LP | 52,504 | $191.1K | 0.01% | +52,504 | New |
| Concurrent Investment Advisors, LLC | 52,351 | $190.6K | 0.00% | +2,863+5.8% | Added |
| Walled Lake Planning & Wealth Management, LLC | 50,985 | $185.6K | 0.05% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 50,189 | $182.7K | 0.00% | −4,926−8.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 44,676 | $163.0K | 0.00% | −1,728−3.7% | Reduced |
| Logan Stone Capital, LLC | 43,421 | $158.1K | 0.03% | +43,421 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 41,770 | $152.0K | 0.02% | +1,025+2.5% | Added |
| Global Retirement Partners, LLC | 37,877 | $137.9K | 0.00% | +37,877 | New |
| Virtu Financial LLC | 34,860 | $127.0K | 0.00% | +9,595+38.0% | Added |
| Clearstead Advisors, LLC | 34,375 | $125.1K | 0.00% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 32,975 | $120.0K | 0.07% | 00.0% | Unchanged |
| Accredited Investor Services, LLC | 32,142 | $117.0K | 0.07% | +720+2.3% | Added |
| Dudley Capital Management, LLC | 31,100 | $113.2K | 0.05% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 30,159 | $109.8K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 29,883 | $108.8K | 0.00% | −6,442−17.7% | Reduced |
| Merit Financial Group, LLC | 26,830 | $97.7K | 0.00% | +1,346+5.3% | Added |
| Uncommon Cents Investing LLC | 26,327 | $95.8K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 25,835 | $94.0K | 0.00% | −3,000−10.4% | Reduced |
| Corps Capital Advisors, LLC | 25,000 | $91.0K | 0.07% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 24,714 | $90.0K | 0.00% | −1,303−5.0% | Reduced |
| IMC-Chicago, LLC | 24,666 | $89.8K | 0.00% | +24,666 | New |
| Park Avenue Securities LLC | 24,344 | $89.0K | 0.00% | −410−1.7% | Reduced |
| Mariner, LLC | 23,824 | $86.7K | 0.00% | −4,013−14.4% | Reduced |
| Creative Planning | 23,770 | $86.5K | 0.00% | +1,623+7.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 23,258 | $84.7K | 0.00% | +2,693+13.1% | Added |
| Fifth Third Bancorp | 22,987 | $83.7K | 0.00% | +126+0.6% | Added |
| Samalin Investment Counsel, LLC | 22,879 | $83.3K | 0.03% | +644+2.9% | Added |
| Boothbay Fund Management, LLC | 22,607 | $82.3K | 0.00% | −18,605−45.1% | Reduced |
| Captrust Financial Advisors | 22,063 | $80.3K | 0.00% | +22,063 | New |
| Advisory Services Network, LLC | 21,997 | $80.1K | 0.00% | +2,497+12.8% | Added |
| Fiera Capital Corp | 20,508 | $74.6K | 0.00% | +2,575+14.4% | Added |
| Aptus Capital Advisors, LLC | 19,166 | $69.8K | 0.00% | −1,115−5.5% | Reduced |
| Cape Investment Advisory, Inc. | 18,300 | $66.6K | 0.02% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 16,633 | $60.5K | 0.00% | −10.0% | Reduced |
| Savvy Advisors, Inc. | 16,446 | $59.9K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 15,992 | $58.2K | 0.01% | +2,632+19.7% | Added |
| Reuter James Wealth Management, LLC | 15,466 | $56.3K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 15,175 | $55.2K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 14,688 | $53.5K | 0.00% | +14,688 | New |
| Occidental Asset Management, LLC | 13,786 | $50.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 13,399 | $48.8K | 0.00% | −60.0% | Reduced |
| One Capital Management, LLC | 12,895 | $46.8K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 12,826 | $46.7K | 0.00% | −27,970−68.6% | Reduced |
| Green Square Capital Advisors LLC | 11,989 | $43.6K | 0.00% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 11,667 | $42.5K | 0.01% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 11,618 | $42.3K | 0.00% | +189+1.7% | Added |
| Alpine Global Management, LLC | 10,470 | $38.1K | 0.01% | +10,470 | New |
| Stonebrook Private Inc. | 10,469 | $38.1K | 0.01% | +301+3.0% | Added |
| Wedbush Securities Inc | 10,148 | $37.0K | 0.00% | −1,695−14.3% | Reduced |
| The PNC Financial Services Group, Inc. | 8,900 | $32.4K | 0.00% | −2,000−18.3% | Reduced |
| US Bancorp | 8,000 | $29.1K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 6,255 | $22.8K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 5,627 | $20.5K | 0.01% | −7−0.1% | Reduced |
| SRS Capital Advisors, Inc. | 5,120 | $18.6K | 0.00% | +2,620+104.8% | Added |
| Spire Wealth Management | 3,110 | $11.3K | 0.00% | +89+2.9% | Added |
| Gilpin Wealth Management, LLC | 2,602 | $9.47K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,700 | $6.19K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 1,500 | $5.46K | 0.00% | +1,500 | New |
| Farther Finance Advisors, LLC | 1,254 | $4.57K | 0.00% | 00.0% | Unchanged |