Western Asset Hi Inc. OpportHIO
13F holders, Q1 2025 (March 31)97holders −4
13new positions
16sold out
1famous investor
$3.98avg. 13F price*
At the end of Q1 2025, 97 institutions reported holding Western Asset Hi Inc. Opport (HIO) in their 13F filings, down 4 from Q4 2024. 13 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($31.7M), Capital Investment Advisors, LLC ($14.1M) and Penserra Capital Management LLC ($4.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Western Asset Hi Inc. Opport
- CUSIP
- 95766K109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $3.4M |
| Exits | 16 | $8.7M |
All 13F filers, Q4 2024 → Q1 2025: 2,054,632 shares bought and 5,572,684 shares sold, net −3,518,052 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 97 holders
| Morgan Stanley | 0.00% | Add +11.0% | 7,953,378 | $31.7M |
| Capital Investment Advisors, LLC | 0.27% | Add +0.4% | 3,530,186 | $14.1M |
| Penserra Capital Management LLC | 0.08% | Reduce -7.3% | 1,192,243 | $4.7M |
| Fca Corp. | 1.42% | Add +2.5% | 1,116,032 | $4.4M |
| Sit Investment Associates Inc. | 0.09% | Reduce -19.3% | 1,013,258 | $4.0M |
| Invesco Ltd. | 0.00% | Reduce -17.3% | 996,303 | $4.0M |
| Raymond James Financial Inc. | 0.00% | Add +9.5% | 768,627 | $3.1M |
| Evergreen Capital Management LLC | 0.08% | Add +4.8% | 571,166 | $2.3M |
| UBS Group AG | 0.00% | Add +10.9% | 534,579 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | No change | 524,334 | $2.1M |
| Wells Fargo & Company | 0.00% | Reduce -21.6% | 522,481 | $2.1M |
| RFG Advisory, LLC | 0.05% | Add +0.0% | 495,444 | $2.0M |
| Fiera Capital Corp | 0.01% | No change | 486,300 | $1.9M |
| Bank of America Corp. | 0.00% | Reduce -0.5% | 454,678 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Reduce -86.0% | 393,816 | $1.6M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -9.1% | 404,646 | $1.5M |
| Kanen Wealth Management LLC | 0.58% | New | 363,718 | $1.4M |
| Pathway Financial Advisers, LLC | 0.37% | Reduce -0.1% | 270,067 | $1.1M |
| First Trust Advisors LP | 0.00% | Reduce -3.1% | 241,824 | $962K |
| Pin Oak Investment Advisors Inc. | 0.71% | Reduce -9.4% | 232,328 | $932K |
| Jones Financial Companies LLLP | 0.00% | Add +28.7% | 217,388 | $872K |
| Citadel Advisors | 0.00% | New | 156,475 | $623K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -8.2% | 153,864 | $612K |
| Stifel Financial Corp. | 0.00% | Add +0.0% | 144,097 | $574K |
| LPL Financial LLC | 0.00% | Reduce -50.7% | 136,988 | $545K |
| Royal Bank of Canada | 0.00% | Reduce -3.6% | 131,742 | $524K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +14.1% | 121,700 | $488K |
| Wela Strategies, Inc. | 0.20% | Reduce -0.1% | 120,053 | $478K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.6% | 108,332 | $431K |
| Osaic Holdings, Inc. | 0.00% | Add +24.3% | 106,865 | $425K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +8.5% | 101,609 | $404K |
| Virtu Financial LLC | 0.02% | Add +480.9% | 95,003 | $378K |
| Melfa Wealth Management, Inc. | 0.21% | No change | 78,950 | $314K |
| Oppenheimer & Co. Inc. | 0.00% | Add +8.4% | 74,042 | $295K |
| Truist Financial Corp. | 0.00% | No change | 72,159 | $287K |
| Cetera Investment Advisers | 0.00% | Add +3.5% | 72,055 | $287K |
| Susquehanna International Group, LLP | 0.00% | New | 68,219 | $272K |
| HRT Financial LP | 0.00% | New | 67,956 | $270K |
| NewEdge Advisors, LLC | 0.00% | Reduce -13.1% | 65,035 | $259K |
| NWF Advisory Services Inc. | 0.04% | New | 63,369 | $252K |
| Everstar Asset Management, LLC | 0.14% | No change | 54,627 | $217K |
| Walled Lake Planning & Wealth Management, LLC | 0.07% | No change | 50,985 | $203K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Reduce -1.3% | 42,196 | $169K |
| Good Life Advisors, LLC | 0.01% | Add +35.1% | 41,806 | $166K |
| Wilson & Boucher Capital Management, LLC | 0.11% | No change | 38,000 | $151K |
| Chapin Davis, Inc. | 0.05% | No change | 37,999 | $151K |
| Commonwealth Equity Services, LLC | 0.00% | Add +91.9% | 37,980 | $151K |
| Fortis Group Advisors, LLC | 0.03% | No change | 35,660 | $142K |
| Jane Street Group, LLC | 0.00% | New | 34,808 | $139K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -25.0% | 34,667 | $138K |
| Clearstead Advisors, LLC | 0.00% | No change | 34,375 | $137K |
| QTR Family Wealth, LLC | 0.10% | — | 33,627 | $134K |
| Dudley Capital Management, LLC | 0.07% | No change | 31,100 | $124K |
| Comerica Bank | 0.00% | Reduce -10.2% | 29,655 | $118K |
| Venture Visionary Partners LLC | 0.00% | No change | 27,183 | $108K |
| MML Investors Services, LLC | 0.00% | Add +1.4% | 27,031 | $108K |
| Uncommon Cents Investing LLC | 0.03% | No change | 26,327 | $105K |
| Corps Capital Advisors, LLC | 0.10% | No change | 25,000 | $100K |
| Cape Investment Advisory, Inc. | 0.04% | New | 24,600 | $98K |
| Aptus Capital Advisors, LLC | 0.00% | New | 23,763 | $95K |
| MAI Capital Management | 0.00% | Add +0.9% | 21,792 | $87K |
| Atala Financial Inc | 0.06% | No change | 21,500 | $86K |
| HighTower Advisors, LLC | 0.00% | Add +14.1% | 21,071 | $84K |
| Samalin Investment Counsel, LLC | 0.03% | Add +1.7% | 19,770 | $79K |
| Choreo, LLC | 0.00% | Add +30.9% | 19,448 | $77K |
| Suncoast Equity Management | 0.01% | Add +1.8% | 17,239 | $69K |
| Sigma Planning Corp | 0.00% | New | 17,226 | $69K |
| Park Avenue Securities LLC | 0.00% | Add +1.6% | 16,513 | $66K |
| Fourpath Capital Management, LLC | 0.01% | No change | 15,466 | $62K |
| Encompass More Asset Management | 0.02% | Add +0.3% | 15,451 | $61K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 15,175 | $60K |
| Mariner, LLC | 0.00% | Add +11.5% | 15,140 | $60K |
| Pekin Hardy Strauss, Inc. | 0.01% | No change | 14,873 | $59K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 13,700 | $55K |
| Harbour Capital Advisors, LLC | 0.01% | No change | 13,030 | $50K |
| Elequin Capital, LP | 0.01% | New | 12,209 | $49K |
| Steel Grove Capital Advisors, LLC | 0.01% | No change | 11,989 | $48K |
| Wedbush Securities Inc. | 0.00% | No change | 11,843 | $47K |
| Geneos Wealth Management Inc. | 0.00% | Add +807.2% | 11,721 | $47K |
| Avantax Advisory Services, Inc. | 0.00% | Add +2.2% | 11,287 | $45K |
| Meridian Wealth Management, LLC | 0.00% | No change | 11,200 | $45K |
| Accredited Investor Services, LLC | 0.04% | New | 11,132 | $44K |
| Equitable Holdings, Inc. | 0.00% | Add +1.4% | 10,703 | $43K |
| Nova Wealth Management, Inc. | 0.04% | No change | 10,450 | $42K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 10,072 | $40K |
| US Bancorp \de | 0.00% | No change | 8,000 | $32K |
| PNC Financial Services Group, Inc. | 0.00% | Add +5.4% | 7,829 | $31K |
| Larson Financial Group LLC | 0.00% | Add +18.2% | 5,850 | $23K |
| WPG Advisers, LLC | 0.01% | Add +25.2% | 2,628 | $10K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,254 | $5K |
| Harbour Investments, Inc. | 0.00% | Add +9900.0% | 1,000 | $4K |
| Coldstream Capital Management Inc. | 0.00% | New | 579 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.8% | 560 | $2K |
| SouthState Bank Corp | 0.00% | No change | 326 | $1K |
| Cwm, LLC | 0.00% | No change | 201 | $1K |
| Russell Investments Group, Ltd. | 0.00% | No change | 190 | $756 |
| Rothschild Investment LLC | 0.00% | No change | 3 | $12 |
"% of holder's portfolio" is HIO's weight in each manager's 13F, not the share of Western Asset Hi Inc. Opport the manager owns.