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HIO

Western Asset High Income Opportunity Fund

119 hedge funds and large institutions have $118M invested in Western Asset High Income Opportunity Fund in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 28

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

5% more capital invested

Capital invested by funds: $112M → $118M (+$5.73M)

3% more funds holding

Funds holding: 116119 (+3)

2.35% more ownership

Funds ownership: 31.71%34.06% (+2.3%)

Holders
119
Holders Change
+3
Holders Change %
+2.59%
% of All Funds
1.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
43
Reduced
28
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$41.4M +$6.56M +1,759,935 +18%
SIA
2
Sit Investment Associates
Minnesota
$10.2M +$2.15M +577,014 +26%
CIA
3
Capital Investment Advisors
Georgia
$9.22M -$1.31M -350,817 -12%
PCM
4
Penserra Capital Management
California
$5.79M +$78.7K +21,133 +1%
Invesco
5
Invesco
Georgia
$4.92M +$499K +133,941 +11%
FC
6
FCA Corp
Texas
$4.38M +$247K +66,178 +6%
Wells Fargo
7
Wells Fargo
California
$2.9M +$85.2K +22,860 +3%
RC
8
Rareview Capital
Nevada
$2.75M +$444K +119,146 +21%
LPL Financial
9
LPL Financial
California
$2.73M +$1.37M +367,001 +95%
Raymond James Financial
10
Raymond James Financial
Florida
$2.41M -$141K -37,740 -5%
UBS Group
11
UBS Group
Switzerland
$2.18M +$251K +67,328 +13%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$1.99M +$91.6K +24,598 +5%
SFS
13
Shaker Financial Services
Virginia
$1.86M -$375K -100,789 -16%
KWM
14
Kanen Wealth Management
Florida
$1.78M +$37.3K +10,000 +2%
WAM
15
Wolverine Asset Management
Illinois
$1.71M -$632K -169,549 -26%
AIA
16
Absolute Investment Advisers
Florida
$1.7M +$529K +141,927 +43%
Jones Financial Companies
17
Jones Financial Companies
Missouri
$1.68M +$211K +56,753 +14%
CPIG
18
Chicago Partners Investment Group
Illinois
$1.36M -$114K -30,633 -8%
Bank of America
19
Bank of America
North Carolina
$1.15M -$157K -42,195 -12%
QL
20
Quarry LP
New York
$1.11M +$1.14M +305,111 New
RA
21
RFG Advisory
Alabama
$1.04M +$396K +106,280 +59%
PFA
22
Pathway Financial Advisers
Indiana
$1.01M +$6.45K +1,730 +0.6%
POIA
23
Pin Oak Investment Advisors
Texas
$846K -$4.66K -1,250 -0.5%
First Trust Advisors
24
First Trust Advisors
Illinois
$836K -$38.1K -10,235 -4%
FGA
25
Fortis Group Advisors
New Jersey
$777K -$10.8K -2,905 -1%