HIO

Western Asset High Income Opportunity Fund

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 13 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
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWS
26
Atria Wealth Solutions
New York
$481K -$8.03K -2,000 -2%
WS
27
Wela Strategies
Georgia
$478K +$291 +73 +0.1%
Stifel Financial
28
Stifel Financial
Missouri
$466K -$108K -27,115 -19%
SPIA
29
Steward Partners Investment Advisory
New York
$373K -$31.2K -7,842 -8%
Osaic Holdings
30
Osaic Holdings
Arizona
$338K -$82.2K -20,917 -20%
MWM
31
Melfa Wealth Management
Massachusetts
$314K
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$310K +$23.6K +5,937 +8%
OC
33
Oppenheimer & Co
New York
$295K +$744 +187 +0.3%
Truist Financial
34
Truist Financial
North Carolina
$287K
CA
35
Clearstead Advisors
Ohio
$269K +$132K +33,193 +97%
EAM
36
Evanson Asset Management
California
$243K +$243K +61,000 New
SWP
37
Stratos Wealth Partners
Ohio
$238K +$99.5K +25,008 +72%
GLA
38
Good Life Advisors
Pennsylvania
$225K +$59.1K +14,840 +35%
EAM
39
Everstar Asset Management
North Carolina
$217K
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$212K +$60.9K +15,324 +40%
NA
41
NewEdge Advisors
Louisiana
$212K -$47K -11,818 -18%
WLPWM
42
Walled Lake Planning & Wealth Management
Illinois
$203K
CIA
43
Concurrent Investment Advisors
Florida
$194K +$194K +48,856 New
CL
44
Choreo LLC
Illinois
$176K +$98.2K +24,676 +127%
BCA
45
Bay Colony Advisors
Massachusetts
$172K +$4.17K +1,047 +2%
Jane Street
46
Jane Street
New York
$160K +$21.7K +5,462 +16%
WBCM
47
Wilson & Boucher Capital Management
California
$151K
CD
48
Chapin Davis
Maryland
$136K -$15.4K -3,858 -10%
KFA
49
Kelleher Financial Advisors
New York
$125K +$125K +31,364 New
DCM
50
Dudley Capital Management
Virginia
$124K