Western Asset Hi Inc. OpportHIO
13F holders, Q4 2025 (December 31)116holders +12
19new positions
8sold out
$3.72avg. 13F price*
At the end of Q4 2025, 116 institutions reported holding Western Asset Hi Inc. Opport (HIO) in their 13F filings, up 12 from Q3 2025. 19 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($35.7M), Capital Investment Advisors, LLC ($10.7M) and Sit Investment Associates Inc. ($8.3M).
- Company
- Western Asset Hi Inc. Opport
- CUSIP
- 95766K109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $5.8M |
| Exits | 8 | $484K |
All 13F filers, Q3 2025 → Q4 2025: 4,370,349 shares bought and 1,895,917 shares sold, net +2,474,432 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 116 holders
| Morgan Stanley | 0.00% | Add +3.4% | 9,632,812 | $35.7M |
| Capital Investment Advisors, LLC | 0.16% | Reduce -7.3% | 2,889,829 | $10.7M |
| Sit Investment Associates Inc. | 0.16% | Add +33.2% | 2,235,264 | $8.3M |
| Penserra Capital Management LLC | 0.07% | Add +10.2% | 1,574,987 | $5.8M |
| Invesco Ltd. | 0.00% | Add +19.8% | 1,220,952 | $4.5M |
| Fca Corp. | 1.19% | Reduce -4.0% | 1,140,561 | $4.2M |
| Wells Fargo & Company | 0.00% | Add +13.5% | 776,289 | $2.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.7% | 702,709 | $2.6M |
| Wolverine Asset Management LLC | 0.14% | Add +141.4% | 640,496 | $2.4M |
| Rareview Capital LLC | 1.48% | New | 572,495 | $2.3M |
| Shaker Financial Services, LLC | 0.72% | Add +191.0% | 613,763 | $2.3M |
| UBS Group AG | 0.00% | Reduce -29.0% | 534,544 | $2.0M |
| Thrivent Financial for Lutherans | 0.00% | No change | 524,334 | $1.9M |
| Kanen Wealth Management LLC | 0.54% | Reduce -31.1% | 480,454 | $1.8M |
| Readystate Asset Management LP | 0.14% | Add +410.1% | 477,054 | $1.8M |
| Jones Financial Companies LLLP | 0.00% | Add +30.5% | 417,109 | $1.5M |
| Chicago Partners Investment Group LLC | 0.04% | Add +1.2% | 398,939 | $1.5M |
| LPL Financial LLC | 0.00% | Add +37.8% | 385,003 | $1.4M |
| Bank of America Corp. | 0.00% | Reduce -7.8% | 358,800 | $1.3M |
| Absolute Investment Advisers, LLC | 0.14% | New | 327,231 | $1.2M |
| Pathway Financial Advisers, LLC | 0.30% | Add +2.0% | 277,703 | $1.0M |
| First Trust Advisors LP | 0.00% | Reduce -4.1% | 240,618 | $893K |
| Pin Oak Investment Advisors Inc. | 0.62% | Add +0.7% | 234,308 | $886K |
| Fortis Group Advisors, LLC | 0.14% | Reduce -1.0% | 213,476 | $805K |
| Jane Street Group, LLC | 0.00% | Add +111.7% | 195,056 | $724K |
| RFG Advisory, LLC | 0.01% | Reduce -41.6% | 180,783 | $671K |
| Royal Bank of Canada | 0.00% | Add +18.0% | 151,874 | $564K |
| Calamos Advisors LLC | 0.00% | New | 144,295 | $535K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.9% | 133,124 | $494K |
| Landscape Capital Management, L.L.C. | 0.03% | New | 130,863 | $486K |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.7% | 109,510 | $406K |
| Cetera Investment Advisers | 0.00% | Add +3.5% | 98,413 | $365K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.0% | 93,797 | $348K |
| Stifel Financial Corp. | 0.00% | Reduce -30.8% | 90,113 | $334K |
| Melfa Wealth Management, Inc. | 0.17% | No change | 78,950 | $293K |
| XTX Topco Ltd | 0.01% | New | 74,557 | $277K |
| Truist Financial Corp. | 0.00% | No change | 72,159 | $268K |
| Marex Group Ltd | 0.00% | Reduce -25.3% | 67,142 | $249K |
| NWF Advisory Services Inc. | 0.03% | No change | 64,333 | $239K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +0.1% | 59,365 | $220K |
| Commonwealth Equity Services, LLC | 0.00% | Add +14.6% | 57,443 | $213K |
| Everstar Asset Management, LLC | 0.11% | No change | 53,180 | $197K |
| Walled Lake Planning & Wealth Management, LLC | 0.06% | No change | 50,985 | $189K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +0.9% | 49,376 | $183K |
| Segment Wealth Management, LLC | 0.01% | New | 49,332 | $183K |
| Choreo, LLC | 0.00% | Add +0.9% | 46,226 | $173K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -61.2% | 46,404 | $172K |
| NewEdge Advisors, LLC | 0.00% | Reduce -10.4% | 45,535 | $169K |
| Fiera Capital Corp | 0.00% | Reduce -91.1% | 42,967 | $159K |
| Logan Stone Capital, LLC | 0.04% | New | 42,419 | $157K |
| Boothbay Fund Management, LLC | 0.00% | New | 42,202 | $157K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -42.2% | 40,804 | $151K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.02% | Reduce -10.1% | 39,764 | $148K |
| Wilson & Boucher Capital Management, LLC | 0.09% | No change | 36,100 | $134K |
| Susquehanna International Group, LLP | 0.00% | Reduce -65.9% | 35,822 | $133K |
| Clearstead Advisors, LLC | 0.00% | Reduce -33.5% | 34,375 | $128K |
| Kelleher Financial Advisors | 0.03% | New | 33,436 | $124K |
| Dudley Capital Management, LLC | 0.05% | No change | 31,100 | $115K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -8.9% | 30,159 | $112K |
| HRT Financial LP | 0.00% | Reduce -78.3% | 30,093 | $111K |
| Chapin Davis, Inc. | 0.03% | Reduce -12.5% | 29,205 | $108K |
| Comerica Bank | 0.00% | Reduce -10.3% | 28,983 | $108K |
| Global Retirement Partners, LLC | 0.00% | New | 27,152 | $101K |
| Uncommon Cents Investing LLC | 0.02% | No change | 26,327 | $98K |
| Park Avenue Securities LLC | 0.00% | Add +8.0% | 25,847 | $96K |
| Corps Capital Advisors, LLC | 0.10% | No change | 25,000 | $93K |
| Accredited Investor Services, LLC | 0.06% | Add +35.5% | 24,070 | $89K |
| Quadrature Capital Ltd | 0.00% | New | 23,257 | $86K |
| Mariner, LLC | 0.00% | Add +0.9% | 22,144 | $82K |
| First Nebraska Trust Co | 0.01% | Add +15.7% | 22,060 | $82K |
| Integrity Advisory Solutions, LLC | 0.01% | Add +67.6% | 21,786 | $81K |
| Samalin Investment Counsel, LLC | 0.03% | Add +3.7% | 21,617 | $80K |
| Two Sigma Securities, LLC | 0.01% | Reduce -3.3% | 21,147 | $78K |
| Merit Financial Group, LLC | 0.00% | Add +20.7% | 20,295 | $75K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 20,281 | $75K |
| &partners | 0.00% | Add +3.4% | 20,046 | $74K |
| Suncoast Equity Management | 0.01% | Add +3.8% | 18,882 | $70K |
| Cape Investment Advisory, Inc. | 0.02% | No change | 18,300 | $68K |
| Advisory Services Network, LLC | 0.00% | No change | 17,500 | $65K |
| Blue Barn Wealth, LLC | 0.09% | New | 16,446 | $61K |
| Evergreen Capital Management LLC | 0.00% | Reduce -20.0% | 16,033 | $59K |
| Fourpath Capital Management, LLC | 0.01% | No change | 15,466 | $57K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 14,200 | $53K |
| Pekin Hardy Strauss, Inc. | 0.00% | No change | 13,973 | $52K |
| Sigma Planning Corp | 0.00% | Reduce -27.9% | 12,704 | $47K |
| Encompass More Asset Management | 0.01% | Add +0.9% | 12,006 | $45K |
| Steel Grove Capital Advisors, LLC | 0.00% | No change | 11,989 | $44K |
| Wedbush Securities Inc. | 0.00% | No change | 11,843 | $44K |
| One Capital Management, LLC | 0.00% | New | 11,690 | $43K |
| Occidental Asset Management, LLC | 0.01% | Reduce -0.7% | 11,505 | $43K |
| Meridian Wealth Management, LLC | 0.00% | No change | 11,200 | $42K |
| Equitable Holdings, Inc. | 0.00% | Add +1.5% | 11,188 | $42K |
| Laurel Oak Wealth Management, LLC | 0.01% | — | 10,913 | $40K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 10,912 | $40K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 10,900 | $40K |
| MAI Capital Management | 0.00% | Reduce -57.1% | 10,839 | $40K |
| Nova Wealth Management, Inc. | 0.03% | No change | 10,450 | $39K |
| High Net Worth Advisory Group LLC | 0.01% | Reduce -55.0% | 10,062 | $37K |
| US Bancorp \de | 0.00% | No change | 8,000 | $30K |
| WPG Advisers, LLC | 0.01% | Add +27.6% | 4,192 | $16K |
| Mountain Hill Investment Partners Corp. | 0.01% | No change | 4,000 | $15K |
| Arax Advisory Partners | 0.00% | No change | 2,620 | $10K |
| Gilpin Wealth Management, LLC | 0.01% | — | 2,602 | $10K |
| Spire Wealth Management | 0.00% | Reduce -17.8% | 2,290 | $8K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 2,227 | $8K |
| CoreCap Advisors, LLC | 0.00% | New | 2,188 | $8K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -77.9% | 1,700 | $6K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -83.5% | 1,254 | $5K |
| Rockefeller Capital Management L.P. | 0.00% | New | 830 | $3K |
| Highline Wealth Partners LLC | 0.00% | No change | 750 | $3K |
| Allworth Financial LP | 0.00% | No change | 486 | $2K |
| Russell Investments Group, Ltd. | 0.00% | No change | 190 | $705 |
| MTM Investment Management, LLC | 0.00% | No change | 170 | $631 |
| International Assets Investment Management, LLC | 0.00% | New | 9 | $33 |
| Rothschild Investment LLC | 0.00% | No change | 3 | $11 |
| Lloyd Advisory Services, LLC. | 0.00% | New | 1 | $2 |
"% 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.