Western Asset High Yield Opportunity Fund Inc.
HYI- Exchange
- NYSE
- SEC CIK
- 0001497186
No open-market purchases or sales by Western Asset High Yield Opportunity Fund Inc. insiders were filed in the last 90 days; 46 institutions reported holding it in 13F filings for Q2 2026, worth $43.1M in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in Western Asset High Yield Opportunity Fund Inc. as of Jun 30, 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
- 60
- +5 vs. Q1 2025
- Shares held
- 6.94M
- −345.3K (−4.7%) vs. Q1 2025
- Total value
- $83.1M
- −$3.12M (−3.6%) vs. Q1 2025
- New holders
- 8
- 18 more added
- Sold out
- 3
- 17 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HYI 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 | 46 | $43.1M |
| Q1 2026 | 45 | $38.3M |
| Q4 2025 | 46 | $38.2M |
| Q3 2025 | 44 | $35.2M |
| Q2 2025 | 60 | $83.1M |
| Q1 2025 | 57 | $86.4M |
| Q4 2024 | 55 | $73.7M |
| Q3 2024 | 53 | $72.7M |
| Q2 2024 | 50 | $74.8M |
| Q1 2024 | 56 | $87.0M |
| Q4 2023 | 58 | $91.8M |
| Q3 2023 | 52 | $84.6M |
| Q2 2023 | 53 | $86.1M |
| Q1 2023 | 51 | $86.2M |
| Q4 2022 | 53 | $87.3M |
| Q3 2022 | 51 | $77.0M |
| Q2 2022 | 47 | $85.8M |
| Q1 2022 | 51 | $66.9M |
| Q4 2021 | 52 | $73.8M |
| Q3 2021 | 46 | $94.8M |
| Q2 2021 | 48 | $103.7M |
| Q1 2021 | 48 | $100.6M |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Western Asset High Yield Opportunity Fund Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GWM Advisors LLC | 497 | $5.95K | 0.00% | +12+2.5% | Added |
| Wolverine Asset Management LLC | 611 | $7.32K | 0.00% | +611 | New |
| FNY Investment Advisers, LLC | 800 | $9.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,116 | $13.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,150 | $14.0K | 0.00% | +1,150 | New |
| JPMorgan Chase & Co | 1,500 | $18.0K | 0.00% | +1,500 | New |
| Financial Perspectives, Inc | 2,045 | $24.5K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,349 | $28.1K | 0.00% | +54+2.4% | Added |
| Quest 10 Wealth Builders, Inc. | 2,696 | $32.3K | 0.03% | +64+2.4% | Added |
| Private Trust Co NA | 2,959 | $35.4K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,881 | $46.0K | 0.00% | +19+0.5% | Added |
| Future Financial Wealth Managment LLC | 6,400 | $76.7K | 0.05% | 00.0% | Unchanged |
| Comerica Bank | 6,721 | $80.5K | 0.00% | +158+2.4% | Added |
| Susquehanna International Group, LLP | 10,313 | $123.5K | 0.00% | +10,313 | New |
| Evergreen Capital Management LLC | 10,400 | $125.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 11,000 | $131.8K | 0.00% | +11,000 | New |
| Janney Montgomery Scott LLC | 11,385 | $136.0K | 0.00% | +25+0.2% | Added |
| International Assets Investment Management, LLC | 11,553 | $138.4K | 0.01% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 11,604 | $139.0K | 0.07% | +95+0.8% | Added |
| Jones Financial Companies LLLP | 13,847 | $164.8K | 0.00% | +859+6.6% | Added |
| Cetera Investment Advisers | 14,094 | $168.8K | 0.00% | −2,560−15.4% | Reduced |
| Yakira Capital Management, Inc. | 15,640 | $187.4K | 0.07% | +15,640 | New |
| Concurrent Investment Advisors, LLC | 16,529 | $198.0K | 0.00% | 00.0% | Unchanged |
| Readystate Asset Management LP | 16,922 | $202.7K | 0.01% | −28,831−63.0% | Reduced |
| Bryn Mawr Trust Co | 17,500 | $209.7K | 0.00% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 18,375 | $220.1K | 0.04% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 18,390 | $220.3K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 20,792 | $249.1K | 0.00% | +8,189+65.0% | Added |
| CSS LLC | 20,794 | $249.1K | 0.02% | +10,694+105.9% | Added |
| RVW Wealth, LLC | 27,623 | $330.9K | 0.03% | 00.0% | Unchanged |
| LPL Financial LLC | 29,538 | $353.9K | 0.00% | +376+1.3% | Added |
| City of London Investment Management Co Ltd | 34,407 | $412.2K | 0.04% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 39,201 | $473.4K | 0.17% | −115,619−74.7% | Reduced |
| Bank of America Corp | 39,569 | $474.0K | 0.00% | +3,562+9.9% | Added |
| Kovitz Investment Group Partners, LLC | 40,820 | $489.0K | 0.00% | −1,599−3.8% | Reduced |
| UBS Group AG | 45,630 | $546.6K | 0.00% | +7,443+19.5% | Added |
| Almitas Capital LLC | 45,718 | $547.7K | 0.14% | +45,718 | New |
| Everstar Asset Management, LLC | 48,205 | $577.5K | 0.35% | −3,200−6.2% | Reduced |
| Consolidated Portfolio Review Corp | 67,422 | $807.7K | 0.11% | −2,251−3.2% | Reduced |
| Camelot Portfolios, LLC | 68,870 | $825.1K | 0.49% | −2,371−3.3% | Reduced |
| 1607 Capital Partners, LLC | 70,828 | $848.5K | 0.07% | 00.0% | Unchanged |
| E&G Advisors, LP | 74,410 | $891.4K | 0.23% | −2,700−3.5% | Reduced |
| Invesco Ltd. | 76,276 | $913.8K | 0.00% | +3,447+4.7% | Added |
| Steward Partners Investment Advisory, LLC | 76,584 | $917.5K | 0.01% | +1,825+2.4% | Added |
| Hara Capital LLC | 81,423 | $975.4K | 0.60% | −19,980−19.7% | Reduced |
| Rockefeller Capital Management L.P. | 82,663 | $990.3K | 0.00% | +82,663 | New |
| TFB Advisors LLC | 91,322 | $1.09M | 0.29% | −2,385−2.5% | Reduced |
| Rivernorth Capital Management, LLC | 98,577 | $1.18M | 0.07% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 122,589 | $1.47M | 0.03% | −3,309−2.6% | Reduced |
| Morgan Stanley | 131,825 | $1.58M | 0.00% | −37,607−22.2% | Reduced |
| Cohen & Steers, Inc. | 138,478 | $1.66M | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 198,577 | $2.38M | 0.00% | +181,056+1,033.4% | Added |
| Uncommon Cents Investing LLC | 290,500 | $3.48M | 0.93% | −2,950−1.0% | Reduced |
| Wells Fargo & Company | 295,781 | $3.54M | 0.00% | −14,222−4.6% | Reduced |
| Huntleigh Advisors, Inc. | 380,997 | $4.56M | 0.88% | −605,463−61.4% | Reduced |
| Guggenheim Capital LLC | 428,861 | $5.14M | 0.04% | −49,793−10.4% | Reduced |
| Raymond James Financial Inc | 567,216 | $6.80M | 0.00% | −84,352−12.9% | Reduced |
| Icon Advisers Inc | 664,463 | $7.96M | 1.82% | +246,846+59.1% | Added |
| Punch & Associates Investment Management, Inc. | 806,469 | $9.66M | 0.59% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 1,502,176 | $18.0M | 0.38% | +31,715+2.2% | Added |
| Stifel Financial Corp | 0 | $0 | 0.00% | −16,750−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −11,697−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −2,695−100.0% | Sold out |
| Sheaff Brock Investment Advisors, LLC | – | – | – | – | Not filed |
| Noble Wealth Management PBC | – | – | – | – | Not filed |