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HIX

Western Asset High Income Fund II

86 hedge funds and large institutions have $66.1M invested in Western Asset High Income Fund II in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.88% less ownership

Funds ownership: 19.3%18.43% (-0.88%)

7% less funds holding

Funds holding: 9286 (-6)

9% less capital invested

Capital invested by funds: $72.3M → $66.1M (-$6.27M)

11% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 27

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
86
Holders Change
-6
Holders Change %
-6.52%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
24
Reduced
27
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$16.1M +$555K +134,457 +3%
PCM
2
Penserra Capital Management
California
$9.77M -$838K -203,153 -8%
Morgan Stanley
3
Morgan Stanley
New York
$6.53M -$1.41M -341,386 -17%
Wells Fargo
4
Wells Fargo
California
$4.62M -$2.95M -715,832 -38%
Invesco
5
Invesco
Georgia
$3.64M -$39K -9,454 -1%
GC
6
Guggenheim Capital
Illinois
$2.62M +$472K +114,487 +21%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.55M +$273K +66,199 +12%
GA
8
GraniteShares Advisors
New York
$2.37M -$281K -68,191 -10%
Ameriprise
9
Ameriprise
Minnesota
$2.08M +$134K +32,529 +7%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$2.04M +$1.34M +324,957 +174%
NAS
11
NWF Advisory Services
California
$1.82M -$30.9K -7,500 -2%
SFS
12
Shaker Financial Services
Virginia
$1.2M -$426K -103,258 -26%
OC
13
Oppenheimer & Co
New York
$867K -$20.3K -4,933 -2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$734K -$181K -43,971 -19%
Citadel Advisors
15
Citadel Advisors
Florida
$631K +$588K +142,527 +886%
Raymond James Financial
16
Raymond James Financial
Florida
$613K -$62.4K -15,134 -9%
RCM
17
Robinson Capital Management
Michigan
$594K
MWM
18
Melfa Wealth Management
Massachusetts
$503K
LPL Financial
19
LPL Financial
California
$463K +$48.9K +11,847 +11%
WIA
20
World Investment Advisors
California
$400K +$415K +100,512 New
SIA
21
Sit Investment Associates
Minnesota
$318K +$329K +79,765 +39,883%
TWPM
22
Total Wealth Planning & Management
Florida
$314K +$27.2K +6,588 +9%
SCA
23
Sage Capital Advisors
South Dakota
$295K +$17.1K +4,137 +6%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$274K +$1.68K +407 +0.6%
AUIM
25
Aegon USA Investment Management
Iowa
$241K