HIO

Western Asset High Income Opportunity Fund
HIO

Overview Fund Activity

97 hedge funds and large institutions have $101M invested in Western Asset High Income Opportunity Fund in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
-4
Holders Change %
-3.96%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
34
Reduced
19
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.15M
2
KWM
Kanen Wealth Management
Florida
+$1.45M
3
Citadel Advisors
Citadel Advisors
Florida
+$623K
4
VF
Virtu Financial
New York
+$313K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$272K

Top Sellers

1
Pathstone Holdings
Pathstone Holdings
New Jersey
-$9.84M
2
GC
Guggenheim Capital
Illinois
-$3.64M
3
RC
Rareview Capital
Nevada
-$2.78M
4
PIWA
Prevail Innovative Wealth Advisors
Kansas
-$1.21M
5
SIA
Sit Investment Associates
Minnesota
-$965K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
51
Clearstead Advisors
Ohio
$137K – – –
QFW
52
QTR Family Wealth
Florida
$134K +$134K +33,627 New
DCM
53
Dudley Capital Management
Virginia
$124K – – –
Comerica Bank
54
Comerica Bank
Texas
$118K -$13.4K -3,376 -10%
VVP
55
Venture Visionary Partners
Ohio
$108K – – –
MML Investors Services
56
MML Investors Services
Massachusetts
$108K +$1.54K +385 +1%
UCI
57
Uncommon Cents Investing
Wisconsin
$105K – – –
GWM
58
Geneos Wealth Management
Colorado
$100K +$94.9K +23,835 +1,845%
CCA
59
Corps Capital Advisors
Texas
$99.5K – – –
CIA
60
Cape Investment Advisory
Georgia
$97.9K +$97.9K +24,600 New
ACA
61
Aptus Capital Advisors
Alabama
$94.6K +$94.6K +23,763 New
MCM
62
MAI Capital Management
Ohio
$86.7K +$820 +206 +1%
AF
63
Atala Financial
California
$85.6K – – –
HighTower Advisors
64
HighTower Advisors
Illinois
$83.9K +$10.4K +2,603 +14%
SIC
65
Samalin Investment Counsel
New York
$78.7K +$1.35K +338 +2%
CL
66
Choreo LLC
Illinois
$77.4K +$18.3K +4,593 +31%
SEM
67
Suncoast Equity Management
Florida
$68.6K +$1.19K +298 +2%
SPC
68
Sigma Planning Corp
Michigan
$68.6K +$68.6K +17,226 New
PAS
69
Park Avenue Securities
New York
$66K +$1.06K +266 +2%
FCM
70
Fourpath Capital Management
Oklahoma
$61.6K – – –
EMAM
71
Encompass More Asset Management
California
$61.5K +$191 +48 +0.3%
IWC
72
Integrated Wealth Concepts
Massachusetts
$60.4K – – –
Mariner
73
Mariner
Kansas
$60.3K +$6.21K +1,560 +11%
PHS
74
Pekin Hardy Strauss
Illinois
$59.2K – – –
JHCP
75
Jackson Hole Capital Partners
Oklahoma
$54.5K – – –
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3
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