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HIX

Western Asset High Income Fund II
HIX

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: 87 → 85 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.45M
2
Wells Fargo
Wells Fargo
California
+$1.69M
3
GC
Guggenheim Capital
Illinois
+$589K
4
AIA
Absolute Investment Advisers
Florida
+$501K
5
OC
Oppenheimer & Co
New York
+$321K

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$1.13M
2
Ameriprise
Ameriprise
Minnesota
-$874K
3
SFS
Shaker Financial Services
Virginia
-$642K
4
RAM
Readystate Asset Management
Illinois
-$599K
5
NA
NewEdge Advisors
Louisiana
-$467K
Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
76
FNY Investment Advisers
New York
$6K – – –
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$5.52K – – –
AF
78
Alerus Financial
North Dakota
$5.29K +$5.09K +1,232 New
WA
79
WPG Advisers
Maryland
$5.25K +$2.44K +590 +93%
NFSG
80
Newbridge Financial Services Group
Florida
$4.72K +$4.54K +1,100 New
SL
81
Salomon & Ludwin
Virginia
$4.38K – – –
FFA
82
Farther Finance Advisors
California
$2.79K – – –
TRCT
83
Tower Research Capital (TRC)
New York
$2.44K +$2.35K +568 New
HI
84
Harbour Investments
Wisconsin
$2.15K – – –
Cohen & Steers
85
Cohen & Steers
New York
– -$1.13M -270,000 Closed
RAM
86
Readystate Asset Management
Illinois
– -$599K -143,359 Closed
SA
87
SFI Advisors
New Jersey
– -$451K -107,830 Closed
Citadel Advisors
88
Citadel Advisors
Florida
– -$425K -101,599 Closed
MG
89
Marex Group
– -$407K -97,477 Closed
AWA
90
Arete Wealth Advisors
Illinois
– -$155K -37,176 Closed
GF
91
Gries Financial
Ohio
– -$94.6K -22,639 Closed
Millennium Management
92
Millennium Management
New York
– -$77.3K -18,486 Closed
WAM
93
Wolverine Asset Management
Illinois
– -$54.3K -12,996 Closed
SSG
94
Summit Securities Group
New York
– -$45.5K -10,882 Closed
GWS
95
Glassman Wealth Services
Virginia
– -$6.89K -1,648 Closed
EB
96
Eastern Bank
Massachusetts
– -$4.18K -1,000 Closed
ACM
97
Anfield Capital Management
California
– -$2.78K -665 Closed
CCM
98
Coldstream Capital Management
Washington
– -$607 -145 Closed
SW
99
SVB Wealth
Massachusetts
– -$330 -79 Closed
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
– +$74 +18 +36%
1 2 3
4

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.