Security Snapshot

WESTERN ASSET HIGH INCOME OPPORTUNITY FUND INC. - Common Shares of Beneficial Interest (HIO) Institutional Ownership

CUSIP: 95766K109

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

115

Shares (Excl. Options)

30,121,006

Price

$3.71

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Type / Class
Equity / Common Shares of Beneficial Interest
Symbol
HIO on NYSE
Shares outstanding
94,532,569
Price per share
$3.68
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
30,121,006
Total reported value
$111,944,775
% of total 13F portfolios
0%
Share change
+2,471,431
Value change
+$9,321,592
Number of holders
115
Price from insider filings
$3.68
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • HIO - WESTERN ASSET HIGH INCOME OPPORTUNITY FUND INC. - Common Shares of Beneficial Interest is tracked under CUSIP 95766K109.
  • 115 institutions reported positions in Q4 2025.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 115 to 59 between Q4 2025 and Q1 2026.
  • Reported value moved from $111,944,775 to $31,953,301.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 115 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 95766K109?
CUSIP 95766K109 identifies HIO - WESTERN ASSET HIGH INCOME OPPORTUNITY FUND INC. - Common Shares of Beneficial Interest in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of WESTERN ASSET HIGH INCOME OPPORTUNITY FUND INC. - Common Shares of Beneficial Interest (HIO) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
MORGAN STANLEY 5.8% $20,725,320 5,482,889 Morgan Stanley 31 Dec 2024

As of 31 Dec 2025, 115 institutional investors reported holding 30,121,006 shares of WESTERN ASSET HIGH INCOME OPPORTUNITY FUND INC. - Common Shares of Beneficial Interest (HIO). This represents 32% of the company’s total 94,532,569 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of WESTERN ASSET HIGH INCOME OPPORTUNITY FUND INC. - Common Shares of Beneficial Interest (HIO) together control 29% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
MORGAN STANLEY 10% 9,632,811 +3.4% 0% $35,737,730
Capital Investment Advisors, LLC 3.1% 2,889,829 -7.3% 0.16% $10,721,266
SIT INVESTMENT ASSOCIATES INC 2.4% 2,235,264 +33% 0.16% $8,293,000
Penserra Capital Management LLC 1.7% 1,574,987 +10% 0.07% $5,843,000
Invesco Ltd. 1.3% 1,220,952 +20% 0% $4,529,732
FCA CORP /TX 1.2% 1,140,561 -4% 1.2% $4,231,482
WELLS FARGO & COMPANY/MN 0.82% 776,289 +13% 0% $2,880,033
RAYMOND JAMES FINANCIAL INC 0.74% 702,709 -0.72% 0% $2,607,051
WOLVERINE ASSET MANAGEMENT LLC 0.68% 640,496 +141% 0.03% $2,376,240
Shaker Financial Services, LLC 0.65% 613,763 +191% 0.72% $2,277,061
Rareview Capital LLC 0.61% 572,495 1.5% $2,278,530
UBS Group AG 0.57% 534,544 -29% 0% $1,983,159
Thrivent Financial for Lutherans 0.55% 524,334 0% 0% $1,945,000
Kanen Wealth Management LLC 0.51% 480,454 -31% 0.56% $1,782,000
READYSTATE ASSET MANAGEMENT LP 0.5% 477,054 +410% 0.08% $1,769,870
JONES FINANCIAL COMPANIES LLLP 0.44% 417,109 +30% 0% $1,547,475
Chicago Partners Investment Group LLC 0.42% 398,939 +1.2% 0.04% $1,480,062
LPL Financial LLC 0.41% 385,003 +38% 0% $1,428,360
BANK OF AMERICA CORP /DE/ 0.38% 358,800 -7.8% 0% $1,331,147
ABSOLUTE INVESTMENT ADVISERS, LLC 0.35% 327,231 0.14% $1,225,480
Pathway Financial Advisers, LLC 0.29% 277,703 +2% 0.3% $1,030,277
FIRST TRUST ADVISORS LP 0.25% 240,618 -4.1% 0% $892,693
PIN OAK INVESTMENT ADVISORS INC 0.25% 234,308 +0.72% 0.62% $886,000
Fortis Group Advisors, LLC 0.23% 213,476 -1% 0.13% $804,804
JANE STREET GROUP, LLC 0.21% 195,056 +112% 0% $723,658

Institutional Holders of WESTERN ASSET HIGH INCOME OPPORTUNITY FUND INC. - Common Shares of Beneficial Interest (HIO) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 8,726,278 $31,953,301 +$1,174,569 $3.63 59
2025 Q4 30,121,006 $111,944,775 +$9,321,592 $3.71 115
2025 Q3 27,763,078 $106,645,289 +$8,846,836 $3.84 103
2025 Q2 25,628,969 $102,011,490 +$1,255,500 $3.98 98
2025 Q1 25,311,118 $100,745,730 -$14,188,300 $3.98 98
2024 Q4 28,830,044 $113,444,349 -$4,277,348 $3.93 102
2024 Q3 29,530,097 $119,573,766 -$6,101,976 $4.05 99
2024 Q2 30,947,898 $117,981,662 -$9,890,291 $3.81 97
2024 Q1 33,560,760 $130,826,131 -$11,706,995 $3.90 103
2023 Q4 36,704,470 $141,712,522 -$6,593,906 $3.86 109
2023 Q3 37,008,850 $134,741,844 -$5,519,686 $3.64 113
2023 Q2 38,306,037 $144,874,523 +$4,251,216 $3.78 106
2023 Q1 37,350,448 $142,338,191 -$4,277,430 $3.81 99
2022 Q4 38,449,024 $152,080,367 +$3,568,576 $3.95 107
2022 Q3 37,315,369 $137,542,637 -$2,256,178 $3.68 95
2022 Q2 37,920,702 $150,522,788 +$37,754,992 $3.96 105
2022 Q1 28,693,004 $128,046,632 +$4,584,032 $4.47 92
2021 Q4 27,286,748 $141,549,552 -$37,366,583 $5.20 93
2021 Q3 34,409,668 $178,615,539 -$8,720,688 $5.19 90
2021 Q2 36,087,521 $190,518,653 +$1,880,141 $5.28 92
2021 Q1 35,743,278 $181,598,436 -$2,685,368 $5.08 97
2020 Q4 36,425,828 $180,313,237 -$135,971,698 $4.95 99
2020 Q3 63,936,357 $313,225,664 +$18,493,484 $4.90 97
2020 Q2 60,227,806 $278,293,821 +$4,447,332 $4.62 87
2020 Q1 59,388,081 $251,481,305 -$20,635,208 $4.21 93
2019 Q4 63,919,254 $324,162,895 +$3,780,705 $5.07 92
2019 Q3 63,138,741 $318,843,696 -$216,267 $5.05 76
2019 Q2 63,171,288 $323,942,464 +$15,599,646 $5.13 81
2019 Q1 60,180,768 $290,676,086 +$14,562,638 $4.83 89
2018 Q4 57,321,243 $251,277,519 +$15,131,504 $4.38 102
2018 Q3 53,942,519 $256,843,998 +$12,511,629 $4.76 100
2018 Q2 51,044,764 $246,029,073 +$14,655,576 $4.82 95
2018 Q1 48,016,203 $230,995,061 +$19,468,646 $4.81 96
2017 Q4 43,929,861 $222,715,388 +$20,762,230 $5.07 99
2017 Q3 39,339,141 $201,968,000 +$6,848,109 $5.13 84
2017 Q2 38,052,209 $192,919,679 -$596,581 $5.07 89
2017 Q1 34,794,530 $175,377,356 +$17,449,891 $5.04 87
2016 Q4 31,173,832 $155,603,025 +$18,769,160 $4.99 89
2016 Q3 26,965,030 $136,172,000 +$39,734,161 $5.05 81
2016 Q2 19,109,759 $93,635,000 -$14,639,765 $4.90 73
2016 Q1 22,102,637 $103,509,000 -$12,648,822 $4.69 73
2015 Q4 24,825,420 $116,261,000 +$12,388,827 $4.69 78
2015 Q3 21,780,140 $102,150,000 +$494,056 $4.69 66
2015 Q2 21,523,314 $110,690,537 +$3,774,745 $5.15 66
2015 Q1 20,737,095 $110,350,822 +$913,488 $5.32 76
2014 Q4 20,026,937 $107,540,225 +$13,820,784 $5.37 71
2014 Q3 17,004,056 $98,457,977 -$3,223,358 $5.79 60
2014 Q2 17,434,135 $106,346,869 +$12,320,820 $6.10 65
2014 Q1 15,544,087 $94,037,967 +$8,488,572 $6.05 63
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