Who Owns Western Asset High Income Opportunity Fund, Inc. (HIO)?Hedge Fund & Institutional Holders

$3.65-0.01 (-0.41%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.0721000452900043e+282T

% of Float Held

—

QoQ Change in Holders

+14 / -1

Price History

$3.55$3.69$3.84$3.98$4.13Aug 24Jun 25Mar 26

HIO — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Capital Investment Advisors, LLCNew Position+2.9M+$10.7B
WOLVERINE ASSET MANAGEMENT LLCNew Position+640K+$2.4B
Rareview Capital LLCNew Position+572K+$2.3B
Shaker Financial Services, LLCNew Position+614K+$2.3B
ABSOLUTE INVESTMENT ADVISERS, LLCNew Position+327K+$1.2B
JONES FINANCIAL COMPANIES LLLPNew Position+417K+$1.0B
Invesco Ltd.Increased+201K+$613.7M
Calamos Advisors LLCNew Position+144K+$535.0M
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.New Position+131K+$484.0M
MELFA WEALTH MANAGEMENT, INC.New Position+79K+$292.0M
Segment Wealth Management, LLCNew Position+49K+$183.0M
Logan Stone Capital, LLCNew Position+42K+$157.0M
OPPENHEIMER & CO INCNew Position+41K+$151.0M
Wilson & Boucher Capital Management, LLCNew Position+36K+$133.0M
KELLEHER FINANCIAL ADVISORSNew Position+33K+$124.0M

HIO — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Kanen Wealth Management LLCClosed Position-697K-$2.7B
Fiera Capital CorpDecreased-439K-$1.9B
RFG Advisory, LLCDecreased-129K-$1.2B
FIRST TRUST ADVISORS LPDecreased-10K-$963.6M
UBS Group AGDecreased-219K-$910.3M
NWF Advisory Services Inc.Decreased-204K-$791.1M
RAYMOND JAMES FINANCIAL INCDecreased-5K-$718.1M
STIFEL FINANCIAL CORPDecreased-40K-$499.8M
OSAIC HOLDINGS, INC.Decreased-14K-$485.8M
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-69K-$403.9M
Marex Group plcDecreased-23K-$345.1M
FCA CORP /TXDecreased-47K-$329.4M
Clearstead Advisors, LLCDecreased-17K-$198.5M
NewEdge Advisors, LLCDecreased-5K-$195.2M
MERCER GLOBAL ADVISORS INC /ADVDecreased-3K-$127.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Capital Investment Advisors, LLC2,889,829$10.7B0.16%Share
2Invesco Ltd.1,220,952$4.5B0.00%Share
3FCA CORP /TX1,140,561$4.2B1.19%Share
4WOLVERINE ASSET MANAGEMENT LLC640,496$2.4B0.02%Share
5Rareview Capital LLC572,495$2.3B1.48%Share
6Shaker Financial Services, LLC613,763$2.3B0.72%Share
7RAYMOND JAMES FINANCIAL INC552,017$2.0B0.00%Share
8WELLS FARGO & COMPANY/MN707,936$2.0B0.00%Share
9UBS Group AG521,715$1.9B0.00%Share
10ABSOLUTE INVESTMENT ADVISERS, LLC327,231$1.2B0.14%Share
11Pathway Financial Advisers, LLC277,703$1.0B0.30%Share
12BANK OF AMERICA CORP /DE/358,800$1.0B0.00%Share
13JONES FINANCIAL COMPANIES LLLP417,109$1.0B0.00%Share
14Fortis Group Advisors, LLC213,476$804.0M0.13%Share
15Calamos Advisors LLC144,295$535.0M0.00%Share
16MELFA WEALTH MANAGEMENT, INC.78,950$292.0M0.17%Share
17LANDSCAPE CAPITAL MANAGEMENT, L.L.C.68,135$252.0M0.02%Share
18NWF Advisory Services Inc.64,333$238.0M0.03%Share
19Stratos Wealth Partners, LTD.59,365$220.0M0.00%Share
20Everstar Asset Management, LLC53,180$197.0M0.11%Share
21WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC50,985$189.0M0.06%Share
22Segment Wealth Management, LLC49,332$183.0M0.01%Share
23Logan Stone Capital, LLC42,419$157.0M0.04%Share
24OPPENHEIMER & CO INC40,804$151.0M0.00%Share
25LANDSCAPE CAPITAL MANAGEMENT, L.L.C.37,918$140.0M0.01%Share
26Wilson & Boucher Capital Management, LLC36,100$133.0M0.09%Share
27KELLEHER FINANCIAL ADVISORS33,436$124.0M0.03%Share
28DUDLEY CAPITAL MANAGEMENT, LLC31,100$115.0M0.05%Share
29CHAPIN DAVIS, INC.29,205$108.0M0.03%Share
30Uncommon Cents Investing LLC26,327$97.0M0.02%Share
31LANDSCAPE CAPITAL MANAGEMENT, L.L.C.24,810$92.0M0.01%Share
32ACCREDITED INVESTOR SERVICES, LLC24,070$89.0M0.06%Share
33Samalin Investment Counsel, LLC21,617$80.0M0.03%Share
34Integrity Advisory Solutions, LLC21,786$80.0M0.01%Share
35COMERICA BANK17,148$63.0M0.00%Share
36Blue Barn Wealth, LLC16,446$61.0M0.09%Share
37EVERGREEN CAPITAL MANAGEMENT LLC16,033$59.0M0.00%Share
38FOURPATH CAPITAL MANAGEMENT, LLC15,466$57.0M0.01%Share
39UBS Group AG12,694$47.0M0.00%Share
40Sigma Planning Corp12,704$47.0M0.00%Share
41Encompass More Asset Management12,006$44.0M0.01%Share
42COMERICA BANK11,835$43.0M0.00%Share
43Nova Wealth Management, Inc.10,450$38.0M0.03%Share
44High Net Worth Advisory Group LLC10,062$37.0M0.01%Share
45US BANCORP \DE\8,000$29.0M0.00%Share
46MORGAN STANLEY5,429,586$20.0M0.00%Share
47WPG Advisers, LLC4,192$15.0M0.01%Share
48Mountain Hill Investment Partners Corp.4,000$14.0M0.01%Share
49MORGAN STANLEY3,307,923$12.0M0.00%Share
50SIT INVESTMENT ASSOCIATES INC2,235,264$8.0M0.16%Share

HIO Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025113$41.5B+43
Q3 202570$33.7B-23
Q2 202593$37.6B-3
Q1 202596$83.7B+6
Q4 202490$2.6T+24
Q3 202466$3.5T-5
Q2 202471$4.0T+2
Q1 202469$3.7T—

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As of Q4 2025, 50 institutional investors hold HIO (Western Asset High Income Opportunity Fund, Inc.). The largest holder is Capital Investment Advisors, LLC with $10.7B in shares. This quarter, 14 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own HIO?

As of Q4 2025, 50 institutional investors report holding HIO (Western Asset High Income Opportunity Fund, Inc.) in their 13F filings.

Who is the largest institutional holder of HIO?

The largest institutional holder of HIO is Capital Investment Advisors, LLC with $10.7B in shares.

Is institutional ownership of HIO increasing or decreasing?

This quarter, 14 institutions opened new positions in HIO and 1 closed their positions.