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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
MHIP
101
Mountain Hill Investment Partners
New Jersey
$14.8K
AAP
102
Arax Advisory Partners
Colorado
$9.72K
GWM
103
Gilpin Wealth Management
Colorado
$9.65K +$9.86K +2,602 New
SWM
104
Spire Wealth Management
Virginia
$8.49K -$1.88K -497 -18%
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$8.26K +$8.44K +2,227 New
CA
106
CoreCap Advisors
Michigan
$8.12K +$8.29K +2,188 New
PB
107
Pinnacle Bancorp
Nebraska
$6.31K -$22.7K -6,000 -78%
FFA
108
Farther Finance Advisors
California
$4.65K -$24K -6,330 -83%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$3.08K +$3.14K +830 New
HWP
110
Highline Wealth Partners
California
$2.78K
AF
111
Allworth Financial
California
$1.8K
Russell Investments Group
112
Russell Investments Group
United Kingdom
$705
MIM
113
MTM Investment Management
South Carolina
$631
IAIM
114
International Assets Investment Management
Florida
$33 +$34 +9 New
RIL
115
Rothschild Investment LLC
Illinois
$11
HNB
116
Huntington National Bank
Ohio
$4
LAS
117
Lloyd Advisory Services
Georgia
$2 +$4 +1 New
VF
118
Virtu Financial
New York
-$143K -37,251 Closed
MML Investors Services
119
MML Investors Services
Massachusetts
-$108K -28,255 Closed
IWC
120
Integrated Wealth Concepts
Massachusetts
-$58.3K -15,175 Closed
Balyasny Asset Management
121
Balyasny Asset Management
Illinois
-$50.1K -13,054 Closed
M1FG
122
Mach-1 Financial Group
Arkansas
-$49.9K -12,999 Closed
Citadel Advisors
123
Citadel Advisors
Florida
-$47.1K -12,269 Closed
LFG
124
Larson Financial Group
Missouri
-$22.5K -5,850 Closed
NFSG
125
Newbridge Financial Services Group
Florida
-$4.88K -1,272 Closed