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HIO · Western Asset High Income Opportunity Fund Inc. · Holdings

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$3.44 +0.01 (+0.29%) At close · Sep 11
Rebalance outlook locked
Market Cap
$339.50M
Shares
95.10M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 113
Total Value: $120,736,117
Total Shares: 33,169,278
Showing 1–100 of 113 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 113 13F filers · Δ vs Mar 31, 2026
Top Holder
35.5%
Sep 2023 → Jun 2026 · range 13.3% – 38.6%
+0.3 pts
Top 5
59.9%
Sep 2023 → Jun 2026 · range 48.2% – 60.8%
−0.9 pts
Top 10
74.4%
Sep 2023 → Jun 2026 · range 66.4% – 74.4%
+0.9 pts
HHI
1,490
Sep 2023 → Jun 2026 · range 674 – 1,648
Broadly held+15

Quarterly Activity

vs Mar 31, 2026
New
9
Increased
35
Decreased
31
Sold Out
17
Unchanged
38
Holder count: -8
Institutional value: +2.7%
Shares held: +2.4%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
MORGAN STANLEY +386,523 11,779,270
LPL Financial LLC +217,895 969,899
Rareview Capital LLC +212,012 903,653
WELLS FARGO & COMPANY/MN +211,015 1,010,164
Shaker Financial Services, LLC +129,524 642,498

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Capital Investment Advisors, LLC −209,394 2,329,618
Quarry LP −129,985 175,126
ABSOLUTE INVESTMENT ADVISERS, LLC −96,701 372,457
WOLVERINE ASSET MANAGEMENT LLC −92,831 378,116
Invesco Ltd. −72,400 1,282,493

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
READYSTATE ASSET MANAGEMENT LP 52,504 $191,114
Logan Stone Capital, LLC 43,421 $158,052
Global Retirement Partners, LLC 37,877 $137,872
IMC-Chicago, LLC 24,666 $89,784
CAPTRUST FINANCIAL ADVISORS 22,063 $80,309

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
NOMURA HOLDINGS INC 37,500 $136,125
Independent Advisor Alliance 36,873 $133,848
Integrity Advisory Solutions, LLC 28,702 $104,188
CHAPIN DAVIS, INC. 26,909 $97,679
First Nebraska Trust Co 22,060 $80,077
Filter: New 9 Increased 35 Reduced 31 Sold out 17 Unchanged 38
Showing 100 of 113
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
MORGAN STANLEY $42,876,541 35.51% 11,779,270
SIT INVESTMENT ASSOCIATES INC $10,266,175 8.50% 2,820,378
Capital Investment Advisors, LLC $8,479,809 7.02% 2,329,618
Penserra Capital Management LLC $6,040,398 5.00% 1,659,450
Invesco Ltd. $4,668,274 3.87% 1,282,493
FCA CORP /TX $4,645,054 3.85% 1,276,114
WELLS FARGO & COMPANY/MN $3,676,996 3.05% 1,010,164
LPL Financial LLC $3,530,432 2.92% 969,899
Rareview Capital LLC $3,289,296 2.72% 903,653
Shaker Financial Services, LLC $2,338,692 1.94% 642,498
RAYMOND JAMES FINANCIAL INC $2,319,056 1.92% 637,104
UBS Group AG $2,042,156 1.69% 561,032
Thrivent Financial for Lutherans $1,998,111 1.65% 548,932
JONES FINANCIAL COMPANIES LLLP $1,933,706 1.60% 531,238
Kanen Wealth Management LLC $1,785,252 1.48% 490,454
WOLVERINE ASSET MANAGEMENT LLC $1,376,342 1.14% 378,116
ABSOLUTE INVESTMENT ADVISERS, LLC $1,355,743 1.12% 372,457
Chicago Partners Investment Group LLC $1,214,624 1.01% 333,688
BANK OF AMERICA CORP /DE/ $1,110,418 0.92% 305,060
Pathway Financial Advisers, LLC $1,040,625 0.86% 285,886
RFG Advisory, LLC $996,730 0.83% 273,827
FIRST TRUST ADVISORS LP $958,441 0.79% 263,308
ENVESTNET ASSET MANAGEMENT INC $871,579 0.72% 239,445
PIN OAK INVESTMENT ADVISORS INC $848,331 0.70% 233,058
Fortis Group Advisors, LLC $750,899 0.62% 206,291
Calamos Advisors LLC $638,801 0.53% 175,495
Quarry LP $637,458 0.53% 175,126
ROYAL BANK OF CANADA $514,055 0.43% 141,224
Cetera Investment Advisers $466,950 0.39% 128,283
OSAIC HOLDINGS, INC. $430,160 0.36% 118,176
COMMONWEALTH EQUITY SERVICES, LLC $355,085 0.29% 97,551
Steward Partners Investment Advisory, LLC $331,094 0.27% 90,960
STIFEL FINANCIAL CORP $303,673 0.25% 83,427
MELFA WEALTH MANAGEMENT, INC. $287,378 0.24% 78,950
CITADEL ADVISORS LLC $280,411 0.23% 77,036
TRUIST FINANCIAL CORP $262,658 0.22% 72,159
KELLEHER FINANCIAL ADVISORS $254,828 0.21% 70,008
NWF Advisory Services Inc. $234,172 0.19% 64,333
XTX Topco Ltd $221,785 0.18% 60,930
Stratos Wealth Partners, LTD. $215,619 0.18% 59,236
Everstar Asset Management, LLC $193,575 0.16% 53,180
READYSTATE ASSET MANAGEMENT LP $191,114 0.16% 52,504
Concurrent Investment Advisors, LLC $190,557 0.16% 52,351
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC $185,585 0.15% 50,985
CHOREO, LLC $182,687 0.15% 50,189
Cambridge Investment Research Advisors, Inc. $162,620 0.13% 44,676
Logan Stone Capital, LLC $158,052 0.13% 43,421
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors $152,042 0.13% 41,770
Global Retirement Partners, LLC $137,872 0.11% 37,877
Virtu Financial LLC $126,890 0.11% 34,860
Clearstead Advisors, LLC $125,125 0.10% 34,375
Wilson & Boucher Capital Management, LLC $120,029 0.10% 32,975
ACCREDITED INVESTOR SERVICES, LLC $116,996 0.10% 32,142
DUDLEY CAPITAL MANAGEMENT, LLC $113,204 0.09% 31,100
MERCER GLOBAL ADVISORS INC /ADV $109,778 0.09% 30,159
SUSQUEHANNA INTERNATIONAL GROUP, LLP $108,774 0.09% 29,883
Merit Financial Group, LLC $97,661 0.08% 26,830
Uncommon Cents Investing LLC $95,830 0.08% 26,327
NewEdge Advisors, LLC $94,039 0.08% 25,835
Corps Capital Advisors, LLC $91,000 0.08% 25,000
OPPENHEIMER & CO INC $89,958 0.07% 24,714
IMC-Chicago, LLC $89,784 0.07% 24,666
PARK AVENUE SECURITIES LLC $88,612 0.07% 24,344
Mariner, LLC $86,719 0.07% 23,824
Creative Planning $86,522 0.07% 23,770
&PARTNERS $84,659 0.07% 23,258
FIFTH THIRD BANCORP $83,672 0.07% 22,987
Samalin Investment Counsel, LLC $83,279 0.07% 22,879
BOOTHBAY FUND MANAGEMENT, LLC $82,289 0.07% 22,607
CAPTRUST FINANCIAL ADVISORS $80,309 0.07% 22,063
Advisory Services Network, LLC $80,069 0.07% 21,997
Fiera Capital Corp $74,649 0.06% 20,508
Aptus Capital Advisors, LLC $69,764 0.06% 19,166
Cape Investment Advisory, Inc. $66,612 0.06% 18,300
EVERGREEN CAPITAL MANAGEMENT LLC $60,544 0.05% 16,633
Savvy Advisors, Inc. $59,863 0.05% 16,446
TWO SIGMA SECURITIES, LLC $58,210 0.05% 15,992
FOURPATH CAPITAL MANAGEMENT, LLC $56,296 0.05% 15,466
Integrated Wealth Concepts LLC $55,237 0.05% 15,175
Lido Advisors, LLC $53,464 0.04% 14,688
Occidental Asset Management, LLC $50,181 0.04% 13,786
Pinnacle Wealth Planning Services, Inc. $48,772 0.04% 13,399
One Capital Management, LLC $46,937 0.04% 12,895
JANE STREET GROUP, LLC $46,685 0.04% 12,826
STEEL GROVE CAPITAL ADVISORS, LLC $43,639 0.04% 11,989
RPg Family Wealth Advisory, LLC $42,467 0.04% 11,667
Equitable Holdings, Inc. $42,289 0.04% 11,618
Alpine Global Management, LLC $38,110 0.03% 10,470
Stonebrook Private Inc. $38,107 0.03% 10,469
Nova Wealth Management, Inc. $38,038 0.03% 10,450
WEDBUSH SECURITIES INC $36,938 0.03% 10,148
PNC FINANCIAL SERVICES GROUP, INC. $32,396 0.03% 8,900
US BANCORP \DE\ $29,120 0.02% 8,000
Axiom Investment Management LLC $22,766 0.02% 6,255
WPG Advisers, LLC $20,482 0.02% 5,627
Arax Advisory Partners $18,636 0.02% 5,120
Spire Wealth Management $11,320 0.01% 3,110
GILPIN WEALTH MANAGEMENT, LLC $9,471 0.01% 2,602
Pinnacle Bancorp, Inc. $6,188 0.01% 1,700
SHP Wealth Management $5,460 0.00% 1,500
Key facts CIK 910068 CUSIP 95766K109 13F (30d) 25 filings 25 filers Visit website Investor relations