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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
Morgan Stanley
1
Morgan Stanley
New York
$35.7M +$1.21M +320,681 +3%
CIA
2
Capital Investment Advisors
Georgia
$10.7M -$856K -226,091 -7%
SIA
3
Sit Investment Associates
Minnesota
$8.29M +$2.11M +556,840 +33%
PCM
4
Penserra Capital Management
California
$5.84M +$552K +145,761 +10%
Invesco
5
Invesco
Georgia
$4.53M +$763K +201,345 +20%
FC
6
FCA Corp
Texas
$4.23M -$178K -47,030 -4%
Wells Fargo
7
Wells Fargo
California
$2.88M +$349K +92,096 +13%
Raymond James Financial
8
Raymond James Financial
Florida
$2.61M -$19.4K -5,124 -0.7%
WAM
9
Wolverine Asset Management
Illinois
$2.38M +$1.42M +375,140 +141%
RC
10
Rareview Capital
Nevada
$2.28M +$2.17M +572,495 New
SFS
11
Shaker Financial Services
Virginia
$2.28M +$1.53M +402,861 +191%
UBS Group
12
UBS Group
Switzerland
$1.98M -$828K -218,646 -29%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$1.95M
KWM
14
Kanen Wealth Management
Florida
$1.78M -$820K -216,564 -31%
RAM
15
Readystate Asset Management
Illinois
$1.77M +$1.45M +383,537 +410%
Jones Financial Companies
16
Jones Financial Companies
Missouri
$1.55M +$369K +97,379 +30%
CPIG
17
Chicago Partners Investment Group
Illinois
$1.48M +$17.3K +4,559 +1%
LPL Financial
18
LPL Financial
California
$1.43M +$400K +105,685 +38%
Bank of America
19
Bank of America
North Carolina
$1.33M -$115K -30,475 -8%
AIA
20
Absolute Investment Advisers
Florida
$1.23M +$1.24M +327,231 New
PFA
21
Pathway Financial Advisers
Indiana
$1.03M +$20.4K +5,376 +2%
First Trust Advisors
22
First Trust Advisors
Illinois
$893K -$39.1K -10,310 -4%
POIA
23
Pin Oak Investment Advisors
Texas
$886K +$6.36K +1,680 +0.7%
FGA
24
Fortis Group Advisors
New Jersey
$805K -$8.27K -2,183 -1%
Jane Street
25
Jane Street
New York
$724K +$390K +102,915 +112%