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HIO

Western Asset High Income Opportunity Fund

116 hedge funds and large institutions have $112M invested in Western Asset High Income Opportunity Fund in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

12% more funds holding

Funds holding: 104116 (+12)

2.48% more ownership

Funds ownership: 29.22%31.71% (+2.5%)

6% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 32

5% more capital invested

Capital invested by funds: $107M → $112M (+$5.31M)

Holders
116
Holders Change
+12
Holders Change %
+11.54%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
34
Reduced
32
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
26
RFG Advisory
Alabama
$671K -$488K -128,806 -42%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$564K +$87.8K +23,189 +18%
Calamos Advisors
28
Calamos Advisors
Illinois
$535K +$547K +144,295 New
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$494K +$4.41K +1,165 +0.9%
LCM
30
Landscape Capital Management
New Jersey
$486K +$496K +130,863 New
Osaic Holdings
31
Osaic Holdings
Arizona
$406K -$54.9K -14,484 -12%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$365K +$12.7K +3,341 +4%
SPIA
33
Steward Partners Investment Advisory
New York
$348K +$68 +18 +0%
Stifel Financial
34
Stifel Financial
Missouri
$334K -$152K -40,035 -31%
MWM
35
Melfa Wealth Management
Massachusetts
$293K
XT
36
XTX Topco
Cayman Islands
$277K +$282K +74,557 New
Truist Financial
37
Truist Financial
North Carolina
$268K
MG
38
Marex Group
$249K -$86.1K -22,725 -25%
NAS
39
NWF Advisory Services
California
$239K
SWP
40
Stratos Wealth Partners
Ohio
$220K +$246 +65 +0.1%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$213K +$27.8K +7,331 +15%
EAM
42
Everstar Asset Management
North Carolina
$197K
WLPWM
43
Walled Lake Planning & Wealth Management
Illinois
$189K
CIA
44
Concurrent Investment Advisors
Florida
$183K +$1.65K +435 +0.9%
SWM
45
Segment Wealth Management
Texas
$183K +$187K +49,332 New
CL
46
Choreo LLC
Illinois
$173K +$1.61K +426 +0.9%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$172K -$277K -73,156 -61%
NA
48
NewEdge Advisors
Louisiana
$169K -$20.1K -5,310 -10%
Fiera Capital (Canada)
49
Fiera Capital (Canada)
Quebec, Canada
$159K -$1.66M -439,348 -91%
LSC
50
Logan Stone Capital
Illinois
$157K +$161K +42,419 New