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HIO

Western Asset High Income Opportunity Fund
HIO

104 hedge funds and large institutions have $107M invested in Western Asset High Income Opportunity Fund in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 21

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

6% more funds holding

Funds holding: 98 → 104 (+6)

2.26% more ownership

Funds ownership: 26.96% → 29.22% (+2.3%)

5% more capital invested

Capital invested by funds: $102M → $107M (+$4.71M)

Holders
104
Holders Change
+6
Holders Change %
+6.12%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
45
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$2.5M
2
Morgan Stanley
Morgan Stanley
New York
+$1.58M
3
KWM
Kanen Wealth Management
Florida
+$1.21M
4
UBS Group
UBS Group
Switzerland
+$1.12M
5
WAM
Wolverine Asset Management
Illinois
+$1.05M

Top Sellers

Rank Fund Capital Flow
1
CIA
Capital Investment Advisors
Georgia
-$976K
2
RA
RFG Advisory
Alabama
-$684K
3
EAM
Evanson Asset Management
California
-$243K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$158K
5
KFA
Kelleher Financial Advisors
New York
-$125K
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
101
Allworth Financial
California
$1.87K – – –
Russell Investments Group
102
Russell Investments Group
United Kingdom
$730 – – –
MIM
103
MTM Investment Management
South Carolina
$653 – – –
RIL
104
Rothschild Investment LLC
Illinois
$12 – – –
HNB
105
Huntington National Bank
Ohio
$4 – – –
EAM
106
Evanson Asset Management
California
– -$243K -61,000 Closed
KFA
107
Kelleher Financial Advisors
New York
– -$125K -31,364 Closed
VVP
108
Venture Visionary Partners
Ohio
– -$108K -27,183 Closed
GWM
109
Geneos Wealth Management
Colorado
– -$92.3K -23,202 Closed
QFW
110
QTR Family Wealth
Florida
– -$73.6K -18,504 Closed
HCA
111
Harbour Capital Advisors
Virginia
– -$52.3K -13,030 Closed
HKAM
112
Horizon Kinetics Asset Management
New York
– -$40.1K -10,072 Closed
AGWCA
113
Annis Gardner Whiting Capital Advisors
Florida
– -$4.38K -1,090 Closed
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
– -$1K -201 Closed
1 2 3 4
5

HIO Hedge Fund Activity: Q3 2025 in Review

104 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Income Opportunity Fund (HIO) for Q3 2025, worth a combined $107M — up 4.6% from $102M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HIO positions and 9 closed out — a net gain of 9 holders — while 45 added to existing stakes and 21 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $2.5M. The largest seller was Capital Investment Advisors, cutting an estimated $976K.

  • 104 institutional investors held Western Asset High Income Opportunity Fund (HIO) as of Q3 2025, up from 98 in Q2 2025.
  • Funds reported $107M of Western Asset High Income Opportunity Fund stock for Q3 2025, up 4.6% quarter-over-quarter.
  • 18 funds opened new Western Asset High Income Opportunity Fund positions in Q3 2025 and 9 closed out, a net change of +9 holders.
  • The largest Western Asset High Income Opportunity Fund buyer in Q3 2025 was Sit Investment Associates, an estimated $2.5M added.
  • The largest Western Asset High Income Opportunity Fund seller in Q3 2025 was Capital Investment Advisors, an estimated $976K sold.

Based on aggregated 13F filings for Q3 2025.