HIX

Western Asset High Income Fund II
HIX

Overview Fund Activity

85 hedge funds and large institutions have $70M invested in Western Asset High Income Fund II in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+8
Holders Change %
+10.39%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
30
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$9.18M
2
SFS
Shaker Financial Services
Virginia
$2.57M
3
NAS
NWF Advisory Services
California
$786K
4
UBS Group
UBS Group
Switzerland
$13.8M
5
RC
Rareview Capital
Nevada
$1.47M

Top Sellers

1
PCM
Penserra Capital Management
California
$10M
2
NA
NewEdge Advisors
Louisiana
$1.28M
3
RCM
Rivernorth Capital Management
Florida
$0
4
Morgan Stanley
Morgan Stanley
New York
$5.99M
5
LCM
Landscape Capital Management
New Jersey
$474K
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
26
Chicago Partners Investment Group
Illinois
$357K +$24K +5,892 +7%
Calamos Advisors
27
Calamos Advisors
Illinois
$336K -$13.4K -3,211 -4%
LPL Financial
28
LPL Financial
California
$308K -$113K -27,066 -27%
SCA
29
Sage Capital Advisors
South Dakota
$299K -$34.6K -8,283 -10%
TWPM
30
Total Wealth Planning & Management
Florida
$273K +$191K +45,636 +232%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$268K +$12.1K +2,895 +5%
AUIM
32
Aegon USA Investment Management
Iowa
$253K – – –
AC
33
AlphaCore Capital
California
$226K +$226K +54,092 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$196K -$2.71K -647 -1%
ACP
35
Argyle Capital Partners
California
$180K +$48.8K +11,683 +37%
IAN
36
Integrated Advisors Network
Texas
$169K – – –
MFWP
37
Mosaic Family Wealth Partners
Missouri
$160K +$1.58K +377 +1%
AWA
38
Arete Wealth Advisors
Illinois
$155K +$4.09K +980 +3%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$128K – – –
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$124K -$55.9K -13,412 -31%
MAG
41
MRA Advisory Group
New Jersey
$109K +$903 +216 +0.8%
FBB
42
Fulton Breakefield Broenniman
Maryland
$95.3K – – –
GF
43
Gries Financial
Ohio
$94.6K +$94.6K +22,639 New
PI
44
PFG Investments
New York
$92.2K -$51.3K -12,275 -36%
Bank of America
45
Bank of America
North Carolina
$83.9K -$447 -107 -0.5%
Stifel Financial
46
Stifel Financial
Missouri
$78.6K -$2.77K -662 -3%
Millennium Management
47
Millennium Management
New York
$77.3K +$77.3K +18,486 New
DADC
48
D.A. Davidson & Co
Montana
$74.4K -$3.56K -852 -5%
HighTower Advisors
49
HighTower Advisors
Illinois
$73.7K +$73.7K +17,636 New
BEI
50
Benjamin Edwards Inc
Missouri
$73.2K +$73.2K +17,522 New
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