Western Asset High Income Fund II
HIX
87 hedge funds and large institutions have $70.5M invested in Western Asset High Income Fund II in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 18 reducing their positions, and 7 closing their positions.
129% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 7
72% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 18
10% more funds holding
Funds holding: 79 → 87 (+8)
7% more capital invested
Capital invested by funds: $65.6M → $70.5M (+$4.91M)
1.44% more ownership
Funds ownership: 17.29% → 18.73% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.26M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.47M |
| 3 |
NAS
NWF Advisory Services
Los Angeles,
California
|
+$809K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$661K |
| 5 |
RC
Rareview Capital
Las Vegas,
Nevada
|
+$660K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
-$1.14M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$1.03M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$757K |
| 4 |
Morgan Stanley
New York
|
-$383K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$280K |
HIX Hedge Fund Activity: Q1 2025 in Review
87 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Income Fund II (HIX) for Q1 2025, worth a combined $70.5M — up 7.5% from $65.6M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new HIX positions and 7 closed out — a net gain of 9 holders — while 31 added to existing stakes and 18 trimmed.
The largest buyer was Wells Fargo, adding an estimated $2.26M. The largest seller was Penserra Capital Management, cutting an estimated $1.14M.
- 87 institutional investors held Western Asset High Income Fund II (HIX) as of Q1 2025, up from 79 in Q4 2024.
- Funds reported $70.5M of Western Asset High Income Fund II stock for Q1 2025, up 7.5% quarter-over-quarter.
- 16 funds opened new Western Asset High Income Fund II positions in Q1 2025 and 7 closed out, a net change of +9 holders.
- The largest Western Asset High Income Fund II buyer in Q1 2025 was Wells Fargo, an estimated $2.26M added.
- The largest Western Asset High Income Fund II seller in Q1 2025 was Penserra Capital Management, an estimated $1.14M sold.
Based on aggregated 13F filings for Q1 2025.