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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
Stifel Financial
51
Stifel Financial
Missouri
$70.3K -$10K -2,427 -13%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$69.2K +$19.1K +4,617 +40%
SIMG
53
Sonora Investment Management Group
Arizona
$68.6K
WS
54
Wedbush Securities
California
$68K -$2.33K -565 -3%
AWM
55
Apollon Wealth Management
South Carolina
$67.3K +$140 +34 +0.2%
HF
56
HRT Financial
New York
$65K +$62.7K +15,179 New
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$63.1K +$2.57K +623 +4%
Bank of America
58
Bank of America
North Carolina
$63K -$22.3K -5,392 -27%
Jane Street
59
Jane Street
New York
$61.5K -$3.87K -936 -6%
AIS
60
Accredited Investor Services
Minnesota
$60K +$57.7K +13,976 New
SPIA
61
Steward Partners Investment Advisory
New York
$59.3K
EC
62
Elequin Capital
New York
$58.8K +$56.6K +13,697 New
SDAM
63
Shulman DeMeo Asset Management
New York
$49.9K -$2.61K -631 -5%
GWM
64
Geneos Wealth Management
Colorado
$49.5K +$21.3K +5,157 +81%
GVAG
65
Great Valley Advisor Group
Delaware
$45.2K
MSWA
66
Marshall & Sterling Wealth Advisors
New York
$36.1K
CA
67
CoreCap Advisors
Michigan
$35.7K
Comerica Bank
68
Comerica Bank
Texas
$32.3K -$7.62K -1,844 -20%
AWM
69
Activest Wealth Management
Florida
$27.5K
LFG
70
Larson Financial Group
Missouri
$26.9K
GRP
71
Global Retirement Partners
California
$20.9K +$20.1K +4,862 New
BLC
72
Brown, Lisle/Cummings
Rhode Island
$11.8K
HWA
73
HHM Wealth Advisors
Tennessee
$9.65K
GSWM
74
Golden State Wealth Management
California
$8.82K
PA
75
Parallel Advisors
California
$7.68K

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.