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Western Asset High Income Opportunity Fund (HIO) Institutional Ownership

Western Asset High Income Opportunity Fund logo
$3.56 -0.01 (-0.14%)
Closing price 03:59 PM Eastern
Extended Trading
$3.54 -0.02 (-0.56%)
As of 05:36 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Western Asset High Income Opportunity Fund (NYSE:HIO)

Number of
Institutional Buyers
(last 12 months)
55
Total
Institutional Inflows
(last 12 months)
$22.30M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$10.12M
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HIO Institutional Buying and Selling by Quarter

Western Asset High Income Opportunity Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026NewEdge Advisors LLC28,835$105K0.0%-36.7%0.000%
6/1/2026First Nebraska Trust Co22,060$80K0.0%N/A0.000%
5/19/2026Bank of America Corp DE316,605$1.15M0.0%-11.8%0.000%
5/19/2026Wilson & Boucher Capital Management LLC32,975$120K0.1%-8.7%0.000%
5/18/2026Kanen Wealth Management LLC490,454$1.78M0.6%+2.1%0.000%
5/18/2026Royal Bank of Canada146,113$530K0.0%-3.8%0.000%
5/14/2026FCA Corp TX1,206,739$4.38M1.2%+5.8%0.000%
5/13/2026Cetera Investment Advisers109,681$398K0.0%+11.4%0.000%
5/13/2026First Trust Advisors LP230,383$836K0.0%-4.3%0.000%
5/4/2026 Calamos Advisors LLC163,795$595K0.0%+13.5%0.000%
5/4/2026 NWF Advisory Services Inc.56,921$207K0.0%-11.5%0.000%
5/4/2026 Chicago Partners Investment Group LLC368,306$1.36M0.0%-7.7%0.000%
5/1/2026 Fifth Third Bancorp22,861$83K0.0%N/A0.000%
4/28/2026 Rareview Capital LLC691,641$2.75M1.6%+20.8%0.000%
4/27/2026 Private Advisor Group LLC16,525$60K0.0%N/A0.000%
4/22/2026 Absolute Investment Advisers LLC469,158$1.70M0.2%+43.4%0.000%
4/20/2026 RFG Advisory LLC287,063$1.04M0.0%+58.8%0.000%
2/25/2026Sit Investment Associates Inc.2,235,264$8.29M0.2%+33.2%0.000%
2/19/2026Invesco Ltd.1,220,952$4.53M0.0%+19.7%0.000%
2/18/2026Mercer Global Advisors Inc. ADV30,159$112K0.0%-8.9%0.000%
2/18/2026Kanen Wealth Management LLC480,454$1.78M0.5%-31.1%0.000%
2/18/2026NewEdge Advisors LLC45,535$169K0.0%-10.4%0.000%
2/18/2026XTX Topco Ltd74,557$277K0.0%N/A0.000%
2/18/2026Quadrature Capital Ltd23,257$86K0.0%N/A0.000%
2/18/2026Readystate Asset Management LP477,054$1.77M0.1%+410.1%0.000%
2/18/2026Boothbay Fund Management LLC42,202$157K0.0%N/A0.000%
2/17/2026Cetera Investment Advisers98,413$365K0.0%+3.5%0.000%
2/17/2026Osaic Holdings Inc.109,510$406K0.0%-11.7%0.000%
2/17/2026Royal Bank of Canada151,874$564K0.0%+18.0%0.000%
2/16/2026Landscape Capital Management L.L.C.130,863$486K0.0%N/A0.000%
2/13/2026Stifel Financial Corp90,113$334K0.0%-30.8%0.000%
2/13/2026First Trust Advisors LP240,618$893K0.0%-4.1%0.000%
2/13/2026Wells Fargo & Company MN776,289$2.88M0.0%+13.5%0.000%
2/12/2026 Laurel Oak Wealth Management LLC10,913$40K0.0%N/A0.000%
2/12/2026Jane Street Group LLC195,056$724K0.0%+111.7%0.000%
2/12/2026HRT Financial LP30,093$111K0.0%-78.3%0.000%
2/12/2026 Commonwealth Equity Services LLC57,443$213K0.0%+14.6%0.000%
2/12/2026Marex Group plc67,142$249K0.0%-25.3%0.000%
2/11/2026FCA Corp TX1,140,561$4.23M1.2%-4.0%0.000%
2/11/2026LPL Financial LLC385,003$1.43M0.0%+37.8%0.000%
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2/11/2026Fiera Capital Corp42,967$159K0.0%-91.1%0.000%
2/10/2026Blue Barn Wealth LLC16,446$61K0.1%N/A0.000%
2/10/2026One Capital Management LLC11,690$43K0.0%N/A0.000%
2/9/2026 Integrity Advisory Solutions LLC21,786$81K0.0%+67.6%0.000%
2/9/2026Clearstead Advisors LLC34,375$128K0.0%-33.5%0.000%
2/9/2026 Accredited Investor Services LLC24,070$89K0.1%+35.5%0.000%
2/6/2026Global Retirement Partners LLC27,152$101K0.0%N/A0.000%
2/6/2026 Pathway Financial Advisers LLC277,703$1.03M0.3%+2.0%0.000%
2/3/2026 RFG Advisory LLC180,783$671K0.0%-41.6%0.000%
2/2/2026Wolverine Asset Management LLC640,496$2.38M0.0%+141.4%0.000%
2/2/2026 Oppenheimer & Co. Inc.40,804$151K0.0%-42.2%0.000%
1/30/2026Sigma Planning Corp12,704$47K0.0%-27.9%0.000%
1/30/2026 Chapin Davis Inc.29,205$108K0.0%-12.5%0.000%
1/29/2026 Rareview Capital LLC572,495$2.28M1.4%N/A0.000%
1/29/2026Comerica Bank28,983$108K0.0%-10.3%0.000%
1/29/2026 Calamos Advisors LLC144,295$535K0.0%N/A0.000%
1/29/2026 Segment Wealth Management LLC49,332$183K0.0%N/A0.000%
1/28/2026 Chicago Partners Investment Group LLC398,939$1.48M0.0%+1.2%0.000%
1/28/2026 Absolute Investment Advisers LLC327,231$1.23M0.1%N/A0.000%
1/27/2026 Evergreen Capital Management LLC16,033$59K0.0%-20.0%0.000%
1/26/2026 Shaker Financial Services LLC613,763$2.28M0.7%+191.0%0.000%
1/26/2026 Merit Financial Group LLC20,295$75K0.0%+20.7%0.000%
1/23/2026 High Net Worth Advisory Group LLC10,062$37K0.0%-55.0%0.000%
1/20/2026Kelleher Financial Advisors33,436$124K0.0%N/A0.000%
1/13/2026Capital Investment Advisors LLC2,889,829$10.72M0.2%-7.3%0.000%
12/29/2025 Cape Investment Advisory Inc.18,300$70K0.1%-25.6%0.000%
11/17/2025Susquehanna International Group LLP105,177$404K0.0%N/A0.000%
11/17/2025Mercer Global Advisors Inc. ADV33,123$127K0.0%N/A0.000%
11/17/2025Citadel Advisors LLC12,269$47K0.0%N/A0.000%
11/17/2025Bank of America Corp DE389,275$1.50M0.0%-5.5%0.000%
11/14/2025Kanen Wealth Management LLC697,018$2.68M0.9%+77.4%0.000%
11/14/2025Raymond James Financial Inc.707,833$2.72M0.0%+3.2%0.000%
11/14/2025Virtu Financial LLC37,251$143K0.0%N/A0.000%
11/13/2025Invesco Ltd.1,019,607$3.92M0.0%+1.3%0.000%
11/13/2025UBS Group AG753,190$2.89M0.0%+59.7%0.000%
11/13/2025First Trust Advisors LP250,928$964K0.0%-8.6%0.000%
11/12/2025 Integrity Advisory Solutions LLC12,999$50K0.0%N/A0.000%
11/10/2025Clearstead Advisors LLC51,699$199K0.0%-23.5%0.000%
11/7/2025Fiera Capital Corp482,315$1.85M0.0%+1.3%0.000%
11/7/2025Readystate Asset Management LP93,517$359K0.0%N/A0.000%
11/7/2025 Fortis Group Advisors LLC215,659$832K0.1%+14.2%0.000%
11/7/2025PNC Financial Services Group Inc.10,900$42K0.0%+84.7%0.000%
11/6/2025 Oppenheimer & Co. Inc.70,601$271K0.0%-4.9%0.000%
11/6/2025 RFG Advisory LLC309,589$1.19M0.0%-35.8%0.000%
11/5/2025 Envestnet Asset Management Inc.131,959$507K0.0%+4.0%0.000%
11/4/2025Penserra Capital Management LLC1,429,226$5.49M0.1%+16.3%0.000%
11/4/2025Jones Financial Companies Lllp319,730$1.22M0.0%+23.8%0.000%
10/30/2025 Samalin Investment Counsel LLC20,843$80K0.0%N/A0.000%
10/30/2025 Chicago Partners Investment Group LLC394,380$1.53M0.0%-1.0%0.000%
10/29/2025 High Net Worth Advisory Group LLC22,353$86K0.0%N/A0.000%
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10/29/2025Occidental Asset Management LLC11,588$44K0.0%-37.6%0.000%
10/28/2025Wolverine Asset Management LLC265,356$1.02M0.0%N/A0.000%
10/23/2025Capital Investment Advisors LLC3,115,920$11.97M0.2%-7.3%0.000%
10/22/2025 Shaker Financial Services LLC210,902$817K0.3%+5.6%0.000%
10/17/2025 Encompass More Asset Management11,895$46K0.0%-23.4%0.000%
10/14/2025 Farther Finance Advisors LLC7,584$29K0.0%+504.8%0.000%
8/18/2025Geneos Wealth Management Inc.23,202$92K0.0%+98.0%0.000%
8/16/2025 Evergreen Capital Management LLC20,239$81K0.0%-96.5%0.000%
8/15/2025Bank of America Corp DE412,009$1.64M0.0%-9.4%0.000%
8/14/2025Jane Street Group LLC40,270$160K0.0%+15.7%0.000%


HIO Institutional Ownership - Frequently Asked Questions

During the previous two years, 110 institutional investors and hedge funds held shares of Western Asset High Income Opportunity Fund. The most heavily invested institutionals were Pathstone Holdings LLC ($11.06M), Capital Investment Advisors LLC ($10.72M), Sit Investment Associates Inc. ($8.29M), Rivernorth Capital Management LLC ($6.93M), Penserra Capital Management LLC ($5.49M), Invesco Ltd. ($4.53M), and FCA Corp TX ($4.38M).Learn more on Western Asset High Income Opportunity Fund's institutional investors.

Of the 87 institutional investors that purchased Western Asset High Income Opportunity Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($1.49M), Penserra Capital Management LLC ($1.44M), Rareview Capital LLC ($752.25K), Pathstone Holdings LLC ($722.48K), Kanen Wealth Management LLC ($707.02K), Sit Investment Associates Inc. ($665.46K), and Wolverine Asset Management LLC ($640.50K).

Institutional investors have bought a total of 5,968,552 shares in the last 24 months. This purchase volume represents approximately $22.30M in transactions.

Of the 29 institutional investors that sold Western Asset High Income Opportunity Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Evergreen Capital Management LLC ($554.93K), Capital Investment Advisors LLC ($472.16K), Fiera Capital Corp ($449.58K), RFG Advisory LLC ($301.18K), Kanen Wealth Management LLC ($216.56K), HRT Financial LP ($108.82K), and Bank of America Corp DE ($107.60K).

Institutional investors have sold a total of 2,665,758 shares in the last 24 months. This volume of shares sold represents approximately $10.12M in transactions.


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Institutional ownership data for NYSE:HIO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 6/3/2026. New 13F filings are added each quarter as they're published.
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