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 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
–

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 %
Comerica Bank
51
Comerica Bank
Texas
$120K 30,261 +606 +2%
Mariner
52
Mariner
Kansas
$118K 29,580 +14,440 +95%
MML Investors Services
53
MML Investors Services
Massachusetts
$110K 27,639 +608 +2%
VVP
54
Venture Visionary Partners
Ohio
$108K 27,183 – –
UCI
55
Uncommon Cents Investing
Wisconsin
$105K 26,327 – –
CCA
56
Corps Capital Advisors
Texas
$99.5K 25,000 – –
MCM
57
MAI Capital Management
Ohio
$99.4K 24,967 +3,175 +15%
CIA
58
Cape Investment Advisory
Georgia
$97.9K 24,600 – –
GWM
59
Geneos Wealth Management
Colorado
$92.3K 23,202 -1,925 -8%
PAS
60
Park Avenue Securities
New York
$90K 22,662 +6,149 +37%
ECM
61
Evergreen Capital Management
Washington
$81.2K 20,239 -550,927 -96%
OAM
62
Occidental Asset Management
California
$73.9K 18,564 +18,564 New
QFW
63
QTR Family Wealth
Florida
$73.6K 18,504 -15,123 -45%
ACA
64
Aptus Capital Advisors
Alabama
$73.5K 18,467 -5,296 -22%
SEM
65
Suncoast Equity Management
Florida
$70.5K 17,713 +474 +3%
SPC
66
Sigma Planning Corp
Michigan
$69.4K 17,428 +202 +1%
ASN
67
Advisory Services Network
Georgia
$69.3K 17,500 +17,500 New
AIS
68
Accredited Investor Services
Minnesota
$68.7K 17,269 +6,137 +55%
MFG
69
Merit Financial Group
Georgia
$63.7K 16,007 +16,007 New
EMAM
70
Encompass More Asset Management
California
$61.8K 15,527 +76 +0.5%
FCM
71
Fourpath Capital Management
Oklahoma
$61.6K 15,466 – –
IWC
72
Integrated Wealth Concepts
Massachusetts
$60.4K 15,175 – –
PHS
73
Pekin Hardy Strauss
Illinois
$59.2K 14,873 – –
JHCP
74
Jackson Hole Capital Partners
Oklahoma
$56.5K 14,200 +500 +4%
TSS
75
Two Sigma Securities
New York
$53.4K 13,408 +13,408 New
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3
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