Western Asset Hi Inc. OpportHIO
13F holders, Q2 2025 (June 30)98holders +1
14new positions
13sold out
$4.11avg. 13F price*
At the end of Q2 2025, 98 institutions reported holding Western Asset Hi Inc. Opport (HIO) in their 13F filings, up 1 from Q1 2025. 14 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($35.5M), Capital Investment Advisors, LLC ($16.7M) and Penserra Capital Management LLC ($4.9M).
- Company
- Western Asset Hi Inc. Opport
- CUSIP
- 95766K109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $1.7M |
| Exits | 13 | $3.5M |
All 13F filers, Q1 2025 → Q2 2025: 2,210,756 shares bought and 1,882,455 shares sold, net +328,301 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 98 holders
| Morgan Stanley | 0.00% | Add +12.1% | 8,914,684 | $35.5M |
| Capital Investment Advisors, LLC | 0.30% | Reduce -4.8% | 3,361,984 | $16.7M |
| Penserra Capital Management LLC | 0.07% | Add +3.0% | 1,228,551 | $4.9M |
| Fca Corp. | 1.40% | Add +5.0% | 1,171,948 | $4.7M |
| Sit Investment Associates Inc. | 0.09% | Add +3.4% | 1,047,524 | $4.2M |
| Invesco Ltd. | 0.00% | Add +1.0% | 1,006,497 | $4.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -10.7% | 686,164 | $2.7M |
| Wells Fargo & Company | 0.00% | Add +25.8% | 657,224 | $2.6M |
| Thrivent Financial for Lutherans | 0.00% | No change | 524,334 | $2.1M |
| RFG Advisory, LLC | 0.05% | Reduce -2.7% | 481,959 | $1.9M |
| Fiera Capital Corp | 0.01% | Reduce -2.1% | 476,070 | $1.9M |
| UBS Group AG | 0.00% | Reduce -11.8% | 471,575 | $1.9M |
| Bank of America Corp. | 0.00% | Reduce -9.4% | 412,009 | $1.6M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -1.5% | 398,477 | $1.6M |
| Kanen Wealth Management LLC | 0.60% | Add +8.0% | 392,918 | $1.6M |
| First Trust Advisors LP | 0.00% | Add +13.6% | 274,670 | $1.1M |
| Pathway Financial Advisers, LLC | 0.35% | Add +0.6% | 271,778 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +18.8% | 258,298 | $1.0M |
| LPL Financial LLC | 0.00% | Add +78.5% | 244,506 | $973K |
| Pin Oak Investment Advisors Inc. | 0.78% | No change | 232,328 | $924K |
| Shaker Financial Services, LLC | 0.29% | New | 199,744 | $802K |
| Fortis Group Advisors, LLC | 0.14% | Add +429.4% | 188,787 | $748K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.5% | 159,267 | $634K |
| Envestnet Asset Management Inc. | 0.00% | Add +17.1% | 126,879 | $505K |
| Royal Bank of Canada | 0.00% | Reduce -7.8% | 121,401 | $483K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -1.6% | 119,700 | $481K |
| Wela Strategies, Inc. | 0.19% | Add +0.1% | 120,126 | $478K |
| Stifel Financial Corp. | 0.00% | Reduce -18.8% | 116,982 | $466K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.4% | 105,365 | $419K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -7.7% | 93,767 | $373K |
| Melfa Wealth Management, Inc. | 0.20% | No change | 78,950 | $314K |
| Cetera Investment Advisers | 0.00% | Add +8.2% | 77,992 | $310K |
| Oppenheimer & Co. Inc. | 0.00% | Add +0.3% | 74,229 | $295K |
| Truist Financial Corp. | 0.00% | No change | 72,159 | $287K |
| Clearstead Advisors, LLC | 0.00% | Add +96.6% | 67,568 | $269K |
| NWF Advisory Services Inc. | 0.03% | No change | 63,369 | $252K |
| Evanson Asset Management, LLC | 0.02% | New | 61,000 | $243K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +72.1% | 59,675 | $238K |
| Good Life Advisors, LLC | 0.01% | Add +35.5% | 56,646 | $225K |
| Everstar Asset Management, LLC | 0.13% | No change | 54,627 | $217K |
| Commonwealth Equity Services, LLC | 0.00% | Add +40.4% | 53,304 | $212K |
| NewEdge Advisors, LLC | 0.00% | Reduce -18.2% | 53,217 | $212K |
| Walled Lake Planning & Wealth Management, LLC | 0.07% | No change | 50,985 | $203K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 48,856 | $194K |
| Choreo, LLC | 0.00% | Add +126.9% | 44,124 | $176K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.02% | Add +2.5% | 43,243 | $172K |
| Jane Street Group, LLC | 0.00% | Add +15.7% | 40,270 | $160K |
| Wilson & Boucher Capital Management, LLC | 0.11% | No change | 38,000 | $151K |
| Chapin Davis, Inc. | 0.04% | Reduce -10.2% | 34,141 | $136K |
| Kelleher Financial Advisors | 0.04% | New | 31,364 | $125K |
| Dudley Capital Management, LLC | 0.06% | No change | 31,100 | $124K |
| Comerica Bank | 0.00% | Add +2.0% | 30,261 | $120K |
| Mariner, LLC | 0.00% | Add +95.4% | 29,580 | $118K |
| MML Investors Services, LLC | 0.00% | Add +2.3% | 27,639 | $110K |
| Venture Visionary Partners LLC | 0.00% | No change | 27,183 | $108K |
| Uncommon Cents Investing LLC | 0.03% | No change | 26,327 | $105K |
| Corps Capital Advisors, LLC | 0.16% | No change | 25,000 | $100K |
| MAI Capital Management | 0.00% | Add +14.6% | 24,967 | $99K |
| Cape Investment Advisory, Inc. | 0.04% | No change | 24,600 | $98K |
| Geneos Wealth Management Inc. | 0.00% | Add +98.0% | 23,202 | $92K |
| Park Avenue Securities LLC | 0.00% | Add +37.2% | 22,662 | $90K |
| Evergreen Capital Management LLC | 0.00% | Reduce -96.5% | 20,239 | $81K |
| Occidental Asset Management, LLC | 0.01% | New | 18,564 | $74K |
| QTR Family Wealth, LLC | 0.05% | Reduce -45.0% | 18,504 | $74K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -22.3% | 18,467 | $73K |
| Suncoast Equity Management | 0.01% | Add +2.8% | 17,713 | $70K |
| Sigma Planning Corp | 0.00% | Add +1.2% | 17,428 | $69K |
| Advisory Services Network, LLC | 0.00% | New | 17,500 | $69K |
| Accredited Investor Services, LLC | 0.05% | Add +55.1% | 17,269 | $69K |
| Merit Financial Group, LLC | 0.00% | New | 16,007 | $64K |
| Encompass More Asset Management | 0.01% | Add +0.5% | 15,527 | $62K |
| Fourpath Capital Management, LLC | 0.01% | No change | 15,466 | $62K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 15,175 | $60K |
| Pekin Hardy Strauss, Inc. | 0.01% | No change | 14,873 | $59K |
| Jackson Hole Capital Partners, LLC | 0.01% | Add +3.6% | 14,200 | $57K |
| Two Sigma Securities, LLC | 0.01% | New | 13,408 | $53K |
| Avantax Advisory Services, Inc. | 0.00% | Add +16.9% | 13,194 | $53K |
| Harbour Capital Advisors, LLC | 0.01% | No change | 13,030 | $52K |
| Steel Grove Capital Advisors, LLC | 0.01% | No change | 11,989 | $48K |
| Wedbush Securities Inc. | 0.00% | No change | 11,843 | $47K |
| Meridian Wealth Management, LLC | 0.00% | No change | 11,200 | $45K |
| Equitable Holdings, Inc. | 0.00% | Add +1.5% | 10,860 | $43K |
| Nova Wealth Management, Inc. | 0.03% | No change | 10,450 | $42K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 10,072 | $40K |
| US Bancorp \de | 0.00% | Add +0.2% | 8,013 | $32K |
| Pinnacle Bancorp, Inc. | 0.01% | New | 7,000 | $28K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -24.6% | 5,900 | $23K |
| Larson Financial Group LLC | 0.00% | No change | 5,850 | $23K |
| WPG Advisers, LLC | 0.01% | Add +15.3% | 3,030 | $12K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,254 | $5K |
| NFSG Corp | 0.00% | New | 1,238 | $5K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 1,090 | $4K |
| Allworth Financial LP | 0.00% | New | 486 | $2K |
| Spire Wealth Management | 0.00% | New | 260 | $1K |
| Cwm, LLC | 0.00% | No change | 201 | $1K |
| Russell Investments Group, Ltd. | 0.00% | No change | 190 | $756 |
| MTM Investment Management, LLC | 0.00% | New | 170 | $677 |
| 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.