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 Market Value Shares Shares
Change
Shares
Change %
AAS
76
Avantax Advisory Services
Texas
$52.5K 13,194 +1,907 +17%
HCA
77
Harbour Capital Advisors
Virginia
$52.3K 13,030
SGCA
78
Steel Grove Capital Advisors
Tennessee
$47.7K 11,989
WS
79
Wedbush Securities
California
$47K 11,843
MWM
80
Meridian Wealth Management
Kentucky
$44.6K 11,200
EH
81
Equitable Holdings
New York
$43.2K 10,860 +157 +1%
NWM
82
Nova Wealth Management
Florida
$41.6K 10,450
HKAM
83
Horizon Kinetics Asset Management
New York
$40.1K 10,072
US Bancorp
84
US Bancorp
Minnesota
$31.9K 8,013 +13 +0.2%
PB
85
Pinnacle Bancorp
Nebraska
$27.9K 7,000 +7,000 New
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$23.5K 5,900 -1,929 -25%
LFG
87
Larson Financial Group
Missouri
$23.3K 5,850
WA
88
WPG Advisers
Maryland
$12.1K 3,030 +402 +15%
FFA
89
Farther Finance Advisors
California
$4.99K 1,254
NFSG
90
Newbridge Financial Services Group
Florida
$4.93K 1,238 +1,238 New
AGWCA
91
Annis Gardner Whiting Capital Advisors
Florida
$4.38K 1,090 +1,090 New
AF
92
Allworth Financial
California
$1.94K 486 +486 New
SWM
93
Spire Wealth Management
Virginia
$1.04K 260 +260 New
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$1K 201
Russell Investments Group
95
Russell Investments Group
United Kingdom
$756 190
MIM
96
MTM Investment Management
South Carolina
$677 170 +170 New
RIL
97
Rothschild Investment LLC
Illinois
$12 3
HNB
98
Huntington National Bank
Ohio
Pathstone Holdings
99
Pathstone Holdings
New Jersey
-393,816 Closed
Citadel Advisors
100
Citadel Advisors
Florida
-156,475 Closed