HIO

Western Asset High Income Opportunity Fund
HIO

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
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
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$35.5M
2
SFS
2
Shaker Financial Services
Virginia
$802K
3
FGA
3
Fortis Group Advisors
New Jersey
$748K
4
Wells Fargo
4
Wells Fargo
California
$2.62M
5
LPL Financial
5
LPL Financial
California
$973K

Top Sellers

1
ECM
1
Evergreen Capital Management
Washington
$81.2K
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$0
3
CIA
3
Capital Investment Advisors
Georgia
$13.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
VF
5
Virtu Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$35.5M +$3.83M +961,306 +12%
CIA
2
Capital Investment Advisors
Georgia
$13.4M -$669K -168,202 -5%
PCM
3
Penserra Capital Management
California
$4.89M +$144K +36,308 +3%
FC
4
FCA Corp
Texas
$4.66M +$223K +55,916 +5%
SIA
5
Sit Investment Associates
Minnesota
$4.17M +$136K +34,266 +3%
Invesco
6
Invesco
Georgia
$4.01M +$40.6K +10,194 +1%
Raymond James Financial
7
Raymond James Financial
Florida
$2.73M -$328K -82,463 -11%
Wells Fargo
8
Wells Fargo
California
$2.62M +$536K +134,743 +26%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$2.09M – – –
RA
10
RFG Advisory
Alabama
$1.92M -$53.7K -13,485 -3%
Fiera Capital (Canada)
11
Fiera Capital (Canada)
Quebec, Canada
$1.89M -$40.7K -10,230 -2%
UBS Group
12
UBS Group
Switzerland
$1.88M -$251K -63,004 -12%
Bank of America
13
Bank of America
North Carolina
$1.64M -$170K -42,669 -9%
CPIG
14
Chicago Partners Investment Group
Illinois
$1.6M -$24.7K -6,169 -2%
KWM
15
Kanen Wealth Management
Florida
$1.56M +$116K +29,200 +8%
First Trust Advisors
16
First Trust Advisors
Illinois
$1.09M +$131K +32,846 +14%
PFA
17
Pathway Financial Advisers
Indiana
$1.08M +$6.81K +1,711 +0.6%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$1.02M +$161K +40,910 +19%
LPL Financial
19
LPL Financial
California
$973K +$428K +107,518 +78%
POIA
20
Pin Oak Investment Advisors
Texas
$924K – – –
SFS
21
Shaker Financial Services
Virginia
$802K +$802K +199,744 New
FGA
22
Fortis Group Advisors
New Jersey
$748K +$606K +153,127 +429%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$634K +$21.5K +5,403 +4%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$505K +$73.8K +18,547 +17%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$483K -$41.1K -10,341 -8%
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