Western Asset Hi Inc. OpportHIO
13F holders, Q3 2025 (September 30)104holders +6
17new positions
9sold out
1famous investor
$3.84avg. 13F price*
At the end of Q3 2025, 104 institutions reported holding Western Asset Hi Inc. Opport (HIO) in their 13F filings, up 6 from Q2 2025. 17 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($35.8M), Capital Investment Advisors, LLC ($12.0M) and Sit Investment Associates Inc. ($6.4M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $3.4M |
| Exits | 9 | $740K |
All 13F filers, Q2 2025 → Q3 2025: 3,079,267 shares bought and 749,558 shares sold, net +2,329,709 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 104 holders
| Morgan Stanley | 0.00% | Add +4.5% | 9,312,131 | $35.8M |
| Capital Investment Advisors, LLC | 0.20% | Reduce -7.3% | 3,115,920 | $12.0M |
| Sit Investment Associates Inc. | 0.13% | Add +60.2% | 1,678,424 | $6.4M |
| Penserra Capital Management LLC | 0.07% | Add +16.3% | 1,429,226 | $5.5M |
| Fca Corp. | 1.27% | Add +1.3% | 1,187,591 | $4.6M |
| Invesco Ltd. | 0.00% | Add +1.3% | 1,019,607 | $3.9M |
| UBS Group AG | 0.00% | Add +59.7% | 753,190 | $2.9M |
| Raymond James Financial Inc. | 0.00% | Add +3.2% | 707,833 | $2.7M |
| Kanen Wealth Management LLC | 0.89% | Add +77.4% | 697,018 | $2.7M |
| Wells Fargo & Company | 0.00% | Add +4.1% | 684,193 | $2.6M |
| Thrivent Financial for Lutherans | 0.00% | No change | 524,334 | $2.0M |
| Fiera Capital Corp | 0.01% | Add +1.3% | 482,315 | $1.9M |
| Chicago Partners Investment Group LLC | 0.04% | Reduce -1.0% | 394,380 | $1.5M |
| Bank of America Corp. | 0.00% | Reduce -5.5% | 389,275 | $1.5M |
| Jones Financial Companies LLLP | 0.00% | Add +23.8% | 319,730 | $1.2M |
| RFG Advisory, LLC | 0.02% | Reduce -35.8% | 309,589 | $1.2M |
| LPL Financial LLC | 0.00% | Add +14.2% | 279,318 | $1.1M |
| Pathway Financial Advisers, LLC | 0.31% | Add +0.2% | 272,327 | $1.0M |
| Wolverine Asset Management LLC | 0.07% | New | 265,356 | $1.0M |
| First Trust Advisors LP | 0.00% | Reduce -8.6% | 250,928 | $964K |
| Pin Oak Investment Advisors Inc. | 0.64% | Add +0.1% | 232,628 | $902K |
| Fortis Group Advisors, LLC | 0.14% | Add +14.2% | 215,659 | $832K |
| Shaker Financial Services, LLC | 0.28% | Add +5.6% | 210,902 | $817K |
| HRT Financial LP | 0.00% | New | 138,908 | $533K |
| Envestnet Asset Management Inc. | 0.00% | Add +4.0% | 131,959 | $507K |
| Stifel Financial Corp. | 0.00% | Add +11.3% | 130,148 | $500K |
| Royal Bank of Canada | 0.00% | Add +6.0% | 128,685 | $494K |
| Wela Strategies, Inc. | 0.18% | Add +5.7% | 127,018 | $488K |
| Osaic Holdings, Inc. | 0.00% | Add +17.7% | 123,994 | $486K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -24.9% | 119,560 | $459K |
| Susquehanna International Group, LLP | 0.00% | New | 105,177 | $404K |
| Cetera Investment Advisers | 0.00% | Add +21.9% | 95,072 | $365K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.0% | 93,779 | $360K |
| Readystate Asset Management LP | 0.04% | New | 93,517 | $359K |
| Jane Street Group, LLC | 0.00% | Add +128.8% | 92,141 | $354K |
| Marex Group Ltd | 0.00% | New | 89,867 | $345K |
| Melfa Wealth Management, Inc. | 0.18% | No change | 78,950 | $303K |
| Truist Financial Corp. | 0.00% | No change | 72,159 | $277K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -4.9% | 70,601 | $271K |
| NWF Advisory Services Inc. | 0.03% | Add +1.5% | 64,333 | $247K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -0.6% | 59,300 | $228K |
| Everstar Asset Management, LLC | 0.12% | Reduce -2.6% | 53,180 | $204K |
| Clearstead Advisors, LLC | 0.00% | Reduce -23.5% | 51,699 | $199K |
| Walled Lake Planning & Wealth Management, LLC | 0.06% | No change | 50,985 | $196K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.5% | 50,845 | $195K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.0% | 50,112 | $192K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +0.2% | 48,941 | $188K |
| Choreo, LLC | 0.00% | Add +3.8% | 45,800 | $176K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.02% | Add +2.3% | 44,251 | $170K |
| Virtu Financial LLC | 0.01% | New | 37,251 | $143K |
| Wilson & Boucher Capital Management, LLC | 0.09% | Reduce -5.0% | 36,100 | $139K |
| Chapin Davis, Inc. | 0.03% | Reduce -2.2% | 33,380 | $128K |
| Mercer Global Advisors Inc. | 0.00% | New | 33,123 | $127K |
| Comerica Bank | 0.00% | Add +6.8% | 32,321 | $124K |
| Dudley Capital Management, LLC | 0.05% | No change | 31,100 | $119K |
| MML Investors Services, LLC | 0.00% | Add +2.2% | 28,255 | $108K |
| Uncommon Cents Investing LLC | 0.03% | No change | 26,327 | $101K |
| MAI Capital Management | 0.00% | Add +1.1% | 25,241 | $97K |
| Corps Capital Advisors, LLC | 0.15% | No change | 25,000 | $96K |
| Park Avenue Securities LLC | 0.00% | Add +5.6% | 23,933 | $92K |
| High Net Worth Advisory Group LLC | 0.02% | New | 22,353 | $86K |
| Mariner, LLC | 0.00% | Reduce -25.8% | 21,952 | $84K |
| Two Sigma Securities, LLC | 0.01% | Add +63.1% | 21,865 | $84K |
| Samalin Investment Counsel, LLC | 0.03% | New | 20,843 | $80K |
| Aptus Capital Advisors, LLC | 0.00% | Add +9.8% | 20,281 | $78K |
| Evergreen Capital Management LLC | 0.00% | Reduce -1.0% | 20,034 | $78K |
| &partners | 0.00% | New | 19,396 | $74K |
| First Nebraska Trust Co | 0.01% | New | 19,060 | $73K |
| Cape Investment Advisory, Inc. | 0.07% | Reduce -25.6% | 18,300 | $70K |
| Suncoast Equity Management | 0.01% | Add +2.7% | 18,192 | $70K |
| Accredited Investor Services, LLC | 0.05% | Add +2.9% | 17,769 | $68K |
| Sigma Planning Corp | 0.00% | Add +1.2% | 17,632 | $68K |
| Advisory Services Network, LLC | 0.00% | No change | 17,500 | $67K |
| Merit Financial Group, LLC | 0.00% | Add +5.0% | 16,809 | $65K |
| Fourpath Capital Management, LLC | 0.01% | No change | 15,466 | $59K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 15,175 | $58K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 14,200 | $55K |
| Pekin Hardy Strauss, Inc. | 0.01% | Reduce -6.0% | 13,973 | $54K |
| Balyasny Asset Management L.P. | 0.00% | New | 13,054 | $50K |
| Mach-1 Financial Group, LLC | 0.01% | New | 12,999 | $50K |
| Integrity Advisory Solutions, LLC | 0.01% | — | 12,999 | $50K |
| Steel Grove Capital Advisors, LLC | 0.01% | No change | 11,989 | $48K |
| Citadel Advisors | 0.00% | New | 12,269 | $47K |
| Encompass More Asset Management | 0.01% | Reduce -23.4% | 11,895 | $46K |
| Wedbush Securities Inc. | 0.00% | No change | 11,843 | $45K |
| Occidental Asset Management, LLC | 0.01% | Reduce -37.6% | 11,588 | $44K |
| Meridian Wealth Management, LLC | 0.00% | No change | 11,200 | $43K |
| Equitable Holdings, Inc. | 0.00% | Add +1.5% | 11,019 | $42K |
| PNC Financial Services Group, Inc. | 0.00% | Add +84.8% | 10,900 | $42K |
| Nova Wealth Management, Inc. | 0.03% | No change | 10,450 | $40K |
| US Bancorp \de | 0.00% | Reduce -0.2% | 8,000 | $31K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +10.0% | 7,700 | $30K |
| Farther Finance Advisors, LLC | 0.00% | Add +504.8% | 7,584 | $29K |
| Larson Financial Group LLC | 0.00% | No change | 5,850 | $22K |
| Mountain Hill Investment Partners Corp. | 0.01% | New | 4,000 | $15K |
| WPG Advisers, LLC | 0.01% | Add +8.4% | 3,284 | $13K |
| Spire Wealth Management | 0.00% | Add +971.9% | 2,787 | $11K |
| Arax Advisory Partners | 0.00% | New | 2,620 | $10K |
| NFSG Corp | 0.00% | Add +2.8% | 1,272 | $5K |
| Highline Wealth Partners LLC | 0.00% | New | 750 | $3K |
| Allworth Financial LP | 0.00% | No change | 486 | $2K |
| Russell Investments Group, Ltd. | 0.00% | No change | 190 | $730 |
| MTM Investment Management, LLC | 0.00% | No change | 170 | $653 |
| 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.