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HIX

Western Asset High Income Fund II

85 hedge funds and large institutions have $73.6M invested in Western Asset High Income Fund II in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

4% more capital invested

Capital invested by funds: $70.5M → $73.6M (+$3.12M)

0.32% more ownership

Funds ownership: 18.73%19.06% (+0.32%)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 8785 (-2)

Holders
85
Holders Change
-2
Holders Change %
-2.3%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
26
Reduced
21
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
26
Sage Capital Advisors
South Dakota
$284K -$21.7K -5,252 -7%
AUIM
27
Aegon USA Investment Management
Iowa
$260K
CPIG
28
Chicago Partners Investment Group
Illinois
$243K -$128K -30,971 -35%
AC
29
AlphaCore Capital
California
$240K +$7.99K +1,935 +4%
LCM
30
Landscape Capital Management
New Jersey
$209K -$267K -64,745 -57%
ACP
31
Argyle Capital Partners
California
$185K
IAN
32
Integrated Advisors Network
Texas
$173K
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$170K -$29.4K -7,115 -15%
MFWP
34
Mosaic Family Wealth Partners
Missouri
$167K +$2.5K +606 +2%
S
35
Sunpointe
Missouri
$158K +$150K +36,411 New
TA
36
Tactive Advisors
Florida
$144K +$139K +33,638 New
CA
37
Clearstead Advisors
Ohio
$133K +$128K +30,927 New
Mariner
38
Mariner
Kansas
$132K +$127K +30,832 New
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$127K -$3.65K -883 -3%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$127K -$797 -193 -0.6%
APW
41
Aventura Private Wealth
Florida
$117K
MAG
42
MRA Advisory Group
New Jersey
$112K
KA
43
Kovack Advisors
Florida
$104K +$28.4K +6,872 +40%
CL
44
Choreo LLC
Illinois
$99.4K +$95.7K +23,168 New
FBB
45
Fulton Breakefield Broenniman
Maryland
$97.8K
PI
46
PFG Investments
New York
$94.7K
DADC
47
D.A. Davidson & Co
Montana
$78.6K +$2.23K +540 +3%
BEI
48
Benjamin Edwards Inc
Missouri
$77.9K +$2.58K +626 +4%
HighTower Advisors
49
HighTower Advisors
Illinois
$75.7K
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$71K +$68.1K +16,500 New

HIX Hedge Fund Activity: Q2 2025 in Review

85 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Income Fund II (HIX) for Q2 2025, worth a combined $73.6M — up 4.4% from $70.5M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of HIX and 14 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 26 added.

The largest buyer was Morgan Stanley, adding an estimated $2.45M. The largest seller was Cohen & Steers, exiting entirely with an estimated $1.13M sold.

  • 85 institutional investors held Western Asset High Income Fund II (HIX) as of Q2 2025, down from 87 in Q1 2025.
  • Funds reported $73.6M of Western Asset High Income Fund II stock for Q2 2025, up 4.4% quarter-over-quarter.
  • 14 funds opened new Western Asset High Income Fund II positions in Q2 2025 and 15 closed out, a net change of -1 holder.
  • The largest Western Asset High Income Fund II buyer in Q2 2025 was Morgan Stanley, an estimated $2.45M added.
  • The largest Western Asset High Income Fund II seller in Q2 2025 was Cohen & Steers, an estimated $1.13M sold.

Based on aggregated 13F filings for Q2 2025.