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

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Shares of Beneficial Interest
Symbol
HIO on NYSE
Shares outstanding
94,532,569
Price per share
$3.71
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
27,763,078
Total reported value
$106,645,289
% of total 13F portfolios
0%
Share change
+2,310,650
Value change
+$8,846,823
Number of holders
103
Price from insider filings
$3.71
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

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% $20,286,689 5,482,889 Morgan Stanley 31 Dec 2024

As of 30 Sep 2025, 103 institutional investors reported holding 27,763,078 shares of WESTERN ASSET HIGH INCOME OPPORTUNITY FUND INC. - Common Shares of Beneficial Interest (HIO). This represents 29% 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 26% 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 9.9% 9,312,131 +4.5% 0% $35,758,588
Capital Investment Advisors, LLC 3.3% 3,115,920 -7.3% 0.2% $11,965,132
SIT INVESTMENT ASSOCIATES INC 1.8% 1,678,424 +60% 0.13% $6,445,000
Penserra Capital Management LLC 1.5% 1,429,226 +16% 0.07% $5,488,000
FCA CORP /TX 1.3% 1,187,591 +1.3% 1.3% $4,560,350
Invesco Ltd. 1.1% 1,019,607 +1.3% 0% $3,915,291
UBS Group AG 0.8% 753,190 +60% 0% $2,892,250
RAYMOND JAMES FINANCIAL INC 0.75% 707,833 +3.2% 0% $2,718,078
Kanen Wealth Management LLC 0.74% 697,018 +77% 0.89% $2,676,549
WELLS FARGO & COMPANY/MN 0.72% 684,193 +4.1% 0% $2,627,302
Thrivent Financial for Lutherans 0.55% 524,334 0% 0% $2,013,000
Fiera Capital Corp 0.51% 482,315 +1.3% 0.01% $1,852,090
Chicago Partners Investment Group LLC 0.42% 394,380 -1% 0.04% $1,526,249
BANK OF AMERICA CORP /DE/ 0.41% 389,275 -5.5% 0% $1,494,815
JONES FINANCIAL COMPANIES LLLP 0.34% 319,730 +24% 0% $1,221,370
RFG Advisory, LLC 0.33% 309,589 -36% 0.02% $1,188,824
LPL Financial LLC 0.3% 279,318 +14% 0% $1,072,580
Pathway Financial Advisers, LLC 0.29% 272,327 +0.2% 0.3% $1,045,612
WOLVERINE ASSET MANAGEMENT LLC 0.28% 265,356 0.01% $1,018,967
FIRST TRUST ADVISORS LP 0.27% 250,928 -8.6% 0% $963,563
PIN OAK INVESTMENT ADVISORS INC 0.25% 232,628 +0.13% 0.64% $901,550
Fortis Group Advisors, LLC 0.23% 215,659 +14% 0.14% $832,443
Shaker Financial Services, LLC 0.22% 210,902 +5.6% 0.28% $817,351
HRT FINANCIAL LP 0.15% 138,908 0% $533,000
ENVESTNET ASSET MANAGEMENT INC 0.14% 131,959 +4% 0% $506,721

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
2025 Q4 3,132,187 $11,620,521 -$728,578 $3.71 11
2025 Q3 27,763,078 $106,645,289 +$8,846,823 $3.84 103
2025 Q2 25,628,969 $102,011,490 +$1,255,511 $3.98 98
2025 Q1 25,311,118 $100,745,730 -$14,178,393 $3.98 98
2024 Q4 28,756,468 $113,161,760 -$4,245,399 $3.93 101
2024 Q3 29,447,029 $119,237,338 -$6,101,976 $4.05 97
2024 Q2 30,909,529 $117,835,475 -$9,890,304 $3.81 96
2024 Q1 33,522,391 $130,676,491 -$13,033,540 $3.90 102
2023 Q4 0 $0 -$48,776 $3.71 0
2023 Q3 36,970,481 $134,602,180 -$5,587,614 $3.64 112
2023 Q2 38,254,468 $144,679,594 +$4,201,321 $3.78 104
2023 Q1 37,312,079 $142,193,158 -$4,297,835 $3.81 98
2022 Q4 38,449,024 $152,080,367 +$3,810,186 $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 +$37,907,914 $3.96 105
2022 Q1 28,693,004 $128,046,632 +$4,598,881 $4.47 92
2021 Q4 27,286,432 $141,547,552 -$37,368,731 $5.20 92
2021 Q3 34,409,668 $178,615,539 -$8,720,748 $5.19 90
2021 Q2 36,087,521 $190,518,653 +$1,880,093 $5.28 92
2021 Q1 35,743,278 $181,598,436 -$2,685,469 $5.08 97
2020 Q4 36,425,828 $180,313,237 -$135,971,825 $4.95 99
2020 Q3 63,936,357 $313,225,664 +$18,493,527 $4.90 97
2020 Q2 60,227,806 $278,293,821 +$4,067,070 $4.62 87
2020 Q1 59,388,081 $251,481,305 -$20,475,787 $4.21 93
2019 Q4 63,919,254 $324,162,895 +$3,780,770 $5.07 92
2019 Q3 63,138,741 $318,843,696 -$207,142 $5.05 76
2019 Q2 63,011,204 $323,121,464 +$15,678,751 $5.13 80
2019 Q1 60,180,768 $290,676,086 +$14,560,495 $4.83 89
2018 Q4 53,424,152 $234,208,519 +$15,794,400 $4.38 100
2018 Q3 53,926,924 $256,769,998 +$12,439,383 $4.76 98
2018 Q2 51,040,899 $246,010,073 +$14,654,831 $4.82 94
2018 Q1 44,101,646 $212,166,061 +$18,928,435 $4.81 95
2017 Q4 43,857,023 $222,345,388 +$20,972,911 $5.07 97
2017 Q3 39,164,156 $200,823,000 +$6,832,358 $5.13 81
2017 Q2 37,890,324 $192,098,679 -$695,678 $5.07 87
2017 Q1 34,642,235 $174,610,356 +$17,275,272 $5.04 85
2016 Q4 31,173,668 $155,602,025 +$18,767,907 $4.99 88
2016 Q3 26,927,530 $135,982,000 +$39,751,289 $5.05 79
2016 Q2 19,109,759 $93,635,000 -$14,579,789 $4.90 73
2016 Q1 22,102,473 $103,508,000 -$12,641,201 $4.69 72
2015 Q4 24,825,420 $116,261,000 +$12,387,356 $4.69 78
2015 Q3 21,742,418 $101,973,000 +$508,512 $4.69 63
2015 Q2 21,523,314 $110,690,537 +$3,774,798 $5.15 66
2015 Q1 20,737,095 $110,350,822 +$906,364 $5.32 76
2014 Q4 20,026,937 $107,540,225 +$13,820,259 $5.37 71
2014 Q3 16,971,529 $98,268,977 -$3,255,113 $5.79 59
2014 Q2 17,434,135 $106,346,869 +$12,320,886 $6.10 65
2014 Q1 15,544,087 $94,037,967 +$8,488,520 $6.05 63