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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
P
76
&Partners
Tennessee
$74.4K +$2.46K +650 +3%
SEM
77
Suncoast Equity Management
Florida
$70.1K +$2.61K +690 +4%
CIA
78
Cape Investment Advisory
Georgia
$67.9K
ASN
79
Advisory Services Network
Georgia
$64.9K
BBW
80
Blue Barn Wealth
Utah
$61K +$62.3K +16,446 New
ECM
81
Evergreen Capital Management
Washington
$59.5K -$15.2K -4,001 -20%
FCM
82
Fourpath Capital Management
Oklahoma
$57.4K
JHCP
83
Jackson Hole Capital Partners
Oklahoma
$52.7K
PHS
84
Pekin Hardy Strauss
Illinois
$51.8K
SPC
85
Sigma Planning Corp
Michigan
$47.1K -$18.7K -4,928 -28%
EMAM
86
Encompass More Asset Management
California
$44.5K +$420 +111 +0.9%
SGCA
87
Steel Grove Capital Advisors
Tennessee
$44.5K
WS
88
Wedbush Securities
California
$44K
OCM
89
One Capital Management
California
$43.4K +$44.3K +11,690 New
OAM
90
Occidental Asset Management
California
$42.7K -$314 -83 -0.7%
MWM
91
Meridian Wealth Management
Kentucky
$41.6K
EH
92
Equitable Holdings
New York
$41.5K +$640 +169 +2%
LOWM
93
Laurel Oak Wealth Management
New Jersey
$40.5K +$41.3K +10,913 New
PWPS
94
Pinnacle Wealth Planning Services
Ohio
$40.5K +$41.3K +10,912 New
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$40.4K
MCM
96
MAI Capital Management
Ohio
$40.2K -$54.6K -14,402 -57%
NWM
97
Nova Wealth Management
Florida
$38.8K
HNWAG
98
High Net Worth Advisory Group
Florida
$37.3K -$46.6K -12,291 -55%
US Bancorp
99
US Bancorp
Minnesota
$29.7K
WA
100
WPG Advisers
Maryland
$15.6K +$3.44K +908 +28%