MML Investors Services
HIO

MML Investors Services’s Western Asset High Income Opportunity Fund HIO Stock Holding History

MML Investors Services’s Portfolio HIO Stock Details HIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-28,255
Closed -$108K – 3089
2025
Q3 		$108K Buy
28,255
+616
+2% +$2.44K ﹤0.01% 2826
2025
Q2 		$110K Buy
27,639
+608
+2% +$2.34K ﹤0.01% 2738
2025
Q1 		$108K Buy
27,031
+385
+1% +$1.54K ﹤0.01% 2621
2024
Q4 		$105K Buy
26,646
+1,992
+8% +$7.92K ﹤0.01% 2597
2024
Q3 		$100K Sell
24,654
-12,647
-34% -$49.7K ﹤0.01% 2508
2024
Q2 		$142K Buy
37,301
+2,030
+6% +$7.69K ﹤0.01% 2390
2024
Q1 		$138K Sell
35,271
-30
-0.1% -$118 ﹤0.01% 2395
2023
Q4 		$136K Buy
35,301
+16,162
+84% +$60.4K ﹤0.01% 2362
2023
Q3 		$70K Buy
19,139
+3,671
+24% +$13.9K ﹤0.01% 2258
2023
Q2 		$58K Buy
15,468
+2,404
+18% +$9.11K ﹤0.01% 2270
2023
Q1 		$50K Buy
13,064
+184
+1% +$732 ﹤0.01% 1997
2022
Q4 		$51K Buy
12,880
+507
+4% +$1.95K ﹤0.01% 2122
2022
Q3 		$46K Buy
+12,373
New +$50K ﹤0.01% 2044
2018
Q3 		– Sell
-184,193
Closed -$888K – 1611
2018
Q2 		$888K Buy
184,193
+38,906
+27% +$188K 0.02% 608
2018
Q1 		$699K Buy
145,287
+12,180
+9% +$60.2K 0.01% 704
2017
Q4 		$675K Buy
133,107
+22,809
+21% +$115K 0.01% 700
2017
Q3 		$566K Buy
110,298
+20,350
+23% +$104K 0.01% 731
2017
Q2 		$456K Buy
89,948
+9,971
+12% +$51.4K 0.01% 805
2017
Q1 		$403K Buy
+79,977
New +$407K 0.01% 507

Other funds holding HIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

MML Investors Services's HIO Position: Q4 2025 in Review

MML Investors Services sold out of Western Asset High Income Opportunity Fund (HIO) in Q4 2025, closing a stake of 28,255 shares — an estimated $108K sold.

MML Investors Services first reported a position in HIO in Q1 2017 and held it in 19 quarters. The position peaked at $888K in Q2 2018. 116 funds tracked by Wall St. Rank hold HIO as of Q4 2025.

  • MML Investors Services reported no remaining Western Asset High Income Opportunity Fund position as of Q4 2025 after selling out during the quarter.
  • MML Investors Services sold 28,255 Western Asset High Income Opportunity Fund shares in Q4 2025, an estimated $108K.
  • MML Investors Services first reported a position in Western Asset High Income Opportunity Fund in Q1 2017 and held it in 19 quarters.
  • MML Investors Services's Western Asset High Income Opportunity Fund position peaked at $888K in Q2 2018.
  • 116 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q4 2025.

Based on MML Investors Services's 13F filing for Q4 2025, filed 13 Feb 2026.