MS
HIO

Murray Stahl’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Murray Stahl’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
Q3 		– Sell
-10,072
Closed -$40.1K – 350
2025
Q2 		$40.1K Hold
10,072
– – ﹤0.01% 346
2025
Q1 		$40.1K Hold
10,072
– – ﹤0.01% 340
2024
Q4 		$39.6K Hold
10,072
– – ﹤0.01% 344
2024
Q3 		$40.8K Buy
+10,072
New +$39.5K ﹤0.01% 340

Other funds holding HIO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $5.28B AUM 14.42% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
FC
FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $413M AUM 109.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Murray Stahl's HIO Position: Q3 2025 in Review

Murray Stahl sold out of Western Asset High Income Opportunity Fund (HIO) in Q3 2025, closing a stake of 10,072 shares — an estimated $40.1K sold.

Murray Stahl first reported a position in HIO in Q3 2024 and held it in 4 quarters. The position peaked at $40.8K in Q3 2024. 104 funds tracked by Wall St. Rank hold HIO as of Q3 2025.

  • Murray Stahl reported no remaining Western Asset High Income Opportunity Fund position as of Q3 2025 after selling out during the quarter.
  • Murray Stahl sold 10,072 Western Asset High Income Opportunity Fund shares in Q3 2025, an estimated $40.1K.
  • Murray Stahl first reported a position in Western Asset High Income Opportunity Fund in Q3 2024 and held it in 4 quarters.
  • Murray Stahl's Western Asset High Income Opportunity Fund position peaked at $40.8K in Q3 2024.
  • 104 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q3 2025.

Based on Horizon Kinetics Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.