HIO

Western Asset High Income Opportunity Fund
HIO

Overview Fund Activity

97 hedge funds and large institutions have $102M invested in Western Asset High Income Opportunity Fund in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 12 closing their positions.

Holders
97
Holders Change
–
Holders Change %
0%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
38
Reduced
19
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$35.5M
2
SFS
2
Shaker Financial Services
Virginia
$802K
3
FGA
3
Fortis Group Advisors
New Jersey
$748K
4
Wells Fargo
4
Wells Fargo
California
$2.62M
5
LPL Financial
5
LPL Financial
California
$973K

Top Sellers

1
ECM
1
Evergreen Capital Management
Washington
$81.2K
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$0
3
CIA
3
Capital Investment Advisors
Georgia
$13.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
VF
5
Virtu Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$35.5M 8,914,684 +961,306 +12%
CIA
2
Capital Investment Advisors
Georgia
$13.4M 3,361,984 -168,202 -5%
PCM
3
Penserra Capital Management
California
$4.89M 1,228,551 +36,308 +3%
FC
4
FCA Corp
Texas
$4.66M 1,171,948 +55,916 +5%
SIA
5
Sit Investment Associates
Minnesota
$4.17M 1,047,524 +34,266 +3%
Invesco
6
Invesco
Georgia
$4.01M 1,006,497 +10,194 +1%
Raymond James Financial
7
Raymond James Financial
Florida
$2.73M 686,164 -82,463 -11%
Wells Fargo
8
Wells Fargo
California
$2.62M 657,224 +134,743 +26%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$2.09M 524,334 – –
RA
10
RFG Advisory
Alabama
$1.92M 481,959 -13,485 -3%
Fiera Capital (Canada)
11
Fiera Capital (Canada)
Quebec, Canada
$1.89M 476,070 -10,230 -2%
UBS Group
12
UBS Group
Switzerland
$1.88M 471,575 -63,004 -12%
Bank of America
13
Bank of America
North Carolina
$1.64M 412,009 -42,669 -9%
CPIG
14
Chicago Partners Investment Group
Illinois
$1.6M 398,477 -6,169 -2%
KWM
15
Kanen Wealth Management
Florida
$1.56M 392,918 +29,200 +8%
First Trust Advisors
16
First Trust Advisors
Illinois
$1.09M 274,670 +32,846 +14%
PFA
17
Pathway Financial Advisers
Indiana
$1.08M 271,778 +1,711 +0.6%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$1.02M 258,298 +40,910 +19%
LPL Financial
19
LPL Financial
California
$973K 244,506 +107,518 +78%
POIA
20
Pin Oak Investment Advisors
Texas
$924K 232,328 – –
SFS
21
Shaker Financial Services
Virginia
$802K 199,744 +199,744 New
FGA
22
Fortis Group Advisors
New Jersey
$748K 188,787 +153,127 +429%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$634K 159,267 +5,403 +4%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$505K 126,879 +18,547 +17%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$483K 121,401 -10,341 -8%
1
2 3 4 5