Western Asset High Income Fund II
HIX
79 hedge funds and large institutions have $71.2M invested in Western Asset High Income Fund II in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 12 closing their positions.
63% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 19
0.88% less ownership
Funds ownership: 19.06% → 18.18% (-0.88%)
3% less capital invested
Capital invested by funds: $73.6M → $71.2M (-$2.4M)
7% less funds holding
Funds holding: 85 → 79 (-6)
42% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.82M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$811K |
| 3 |
NAS
NWF Advisory Services
Los Angeles,
California
|
+$740K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$430K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$416K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Absolute Investment Advisers
Rosemary Beach,
Florida
|
-$2.69M |
| 2 |
RC
Rareview Capital
Las Vegas,
Nevada
|
-$1.64M |
| 3 |
QL
Quarry LP
New York
|
-$1.57M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.36M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$499K |
HIX Hedge Fund Activity: Q3 2025 in Review
79 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Income Fund II (HIX) for Q3 2025, worth a combined $71.2M — down 3.3% from $73.6M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of HIX and 7 opened new positions — a net loss of 5 holders — while 19 trimmed existing stakes and 31 added.
The largest buyer was UBS Group, adding an estimated $1.82M. The largest seller was Absolute Investment Advisers, exiting entirely with an estimated $2.69M sold.
- 79 institutional investors held Western Asset High Income Fund II (HIX) as of Q3 2025, down from 85 in Q2 2025.
- Funds reported $71.2M of Western Asset High Income Fund II stock for Q3 2025, down 3.3% quarter-over-quarter.
- 7 funds opened new Western Asset High Income Fund II positions in Q3 2025 and 12 closed out, a net change of -5 holders.
- The largest Western Asset High Income Fund II buyer in Q3 2025 was UBS Group, an estimated $1.82M added.
- The largest Western Asset High Income Fund II seller in Q3 2025 was Absolute Investment Advisers, an estimated $2.69M sold.
Based on aggregated 13F filings for Q3 2025.