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 %
HCA
76
Harbour Capital Advisors
Virginia
$50K – – –
EC
77
Elequin Capital
New York
$48.6K +$48.6K +12,209 New
SGCA
78
Steel Grove Capital Advisors
Tennessee
$47.7K – – –
WS
79
Wedbush Securities
California
$47K – – –
AAS
80
Avantax Advisory Services
Texas
$44.9K +$959 +241 +2%
MWM
81
Meridian Wealth Management
Kentucky
$44.6K – – –
AIS
82
Accredited Investor Services
Minnesota
$44.3K +$44.3K +11,132 New
EH
83
Equitable Holdings
New York
$42.6K +$593 +149 +1%
NWM
84
Nova Wealth Management
Florida
$41.6K – – –
HKAM
85
Horizon Kinetics Asset Management
New York
$40.1K – – –
US Bancorp
86
US Bancorp
Minnesota
$31.8K – – –
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$31.2K +$1.59K +400 +5%
LFG
88
Larson Financial Group
Missouri
$23.3K +$3.58K +900 +18%
WA
89
WPG Advisers
Maryland
$10.5K +$2.11K +529 +25%
FFA
90
Farther Finance Advisors
California
$5.02K +$5.02K +1,254 New
HI
91
Harbour Investments
Wisconsin
$3.98K +$3.94K +990 +9,900%
CCM
92
Coldstream Capital Management
Washington
$2.31K +$2.31K +579 New
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$2.23K +$40 +10 +2%
SC
94
SouthState Corp
Florida
$1.3K – – –
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
Russell Investments Group
96
Russell Investments Group
United Kingdom
$756 – – –
RIL
97
Rothschild Investment LLC
Illinois
$12 – – –
HNB
98
Huntington National Bank
Ohio
$4 -$4 – –
GC
99
Guggenheim Capital
Illinois
– -$3.64M -925,514 Closed
RC
100
Rareview Capital
Nevada
– -$2.78M -685,970 Closed
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4
5