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Who owns HIO?

Institutional ownership of Western Asset High Income Opportunity Fund Inc. from Form 13F, Q2 2026

112 institutional managers reported holding Western Asset High Income Opportunity Fund Inc. (HIO) in Form 13F filings for Q2 2026, with 33,225,620 shares worth $121M. The largest reported holder was Morgan Stanley. Managers that filed both quarters added a net 864,507 shares (+2.7%). 9 opened new positions and 15 sold out.

Funds holding
112
Value held
$121M
New / sold out
9 / 15
Net shares, same filers
+2.7%

Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

Largest holders of HIO

FundValueShare of 13F holdingsSharesMove
Morgan Stanley$42.9M35.5%11,779,270Added
Sit Investment Associates Inc$10.3M8.5%2,820,378Added
Capital Investment Advisors, LLC$8.5M7.0%2,329,618Trimmed
Penserra Capital Management LLC$6.0M5.0%1,659,450Added
Invesco Ltd.$4.7M3.9%1,282,493Trimmed
Fca Corp$4.6M3.8%1,276,114Added
Wells Fargo & Company$3.7M3.0%1,010,164Added
Rareview Capital LLC$3.6M2.7%903,653Added
LPL Financial LLC$3.5M2.9%969,899Added
Shaker Financial Services, LLC$2.3M1.9%642,498Added
Raymond James Financial Inc$2.3M1.9%637,104Trimmed
UBS Group AG$2.0M1.7%561,032Trimmed
Thrivent Financial for Lutherans$2.0M1.7%548,932Unchanged
Jones Financial Companies LLLP$1.9M1.6%531,238Added
Kanen Wealth Management LLC$1.8M1.5%490,454Unchanged
Wolverine Asset Management LLC$1.4M1.1%378,116Trimmed
Absolute Investment Advisers, LLC$1.4M1.1%372,457Trimmed
Chicago Partners Investment Group LLC$1.2M1.0%333,688Trimmed
Bank of America Corp$1.1M0.9%305,060Trimmed
Pathway Financial Advisers, LLC$1.0M0.9%285,886Added
RFG Advisory, LLC$997K0.8%273,827Trimmed
First Trust Advisors LP$958K0.8%263,308Added
Envestnet Asset Management Inc$872K0.7%239,445Added
Pin Oak Investment Advisors Inc$848K0.7%233,058Unchanged
Fortis Group Advisors, LLC$751K0.6%206,291Trimmed

Share of 13F holdings is each fund's shares as a share of the 33,225,620 HIO shares all 13F filers reported, not of shares outstanding.

Biggest buyers in Q2 2026

  1. Morgan Stanley Added+$1.4M
  2. Rareview Capital LLC Added+$844K
  3. LPL Financial LLC Added+$793K
  4. Wells Fargo & Company Added+$768K
  5. Shaker Financial Services, LLC Added+$471K
  6. Envestnet Asset Management Inc Added+$254K
  7. Fca Corp Added+$253K
  8. Penserra Capital Management LLC Added+$231K
  9. Jones Financial Companies LLLP Added+$207K
  10. Readystate Asset Management LP New+$191K

Biggest sellers in Q2 2026

  1. Capital Investment Advisors, LLC Trimmed-$762K
  2. Quarry LP Trimmed-$473K
  3. Absolute Investment Advisers, LLC Trimmed-$352K
  4. Wolverine Asset Management LLC Trimmed-$338K
  5. Invesco Ltd. Trimmed-$264K
  6. UBS Group AG Trimmed-$149K
  7. Nomura Holdings Inc Sold out-$136K
  8. Independent Advisor Alliance Sold out-$134K
  9. Chicago Partners Investment Group LLC Trimmed-$124K
  10. Integrity Advisory Solutions, LLC Sold out-$104K

The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $7.1M and sold $3.8M; 37 added and 27 trimmed.

Schedule 13D and 13G filings on HIO

Owners of more than 5% must file within days, so these can be newer than the 13F data.

Questions about HIO ownership

Who owns HIO stock?
112 institutional investment managers reported HIO positions in their Form 13F filings for Q2 2026, holding 33,225,620 shares worth $121M in total. Morgan Stanley reported the largest position.
Are funds buying or selling HIO?
In Q2 2026, 9 managers opened new HIO positions, 37 added, 27 trimmed and 15 sold out. Managers that filed in both quarters added a net 864,507 shares.
How current is this HIO institutional ownership data?
It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to HIO by CUSIP. Options are left out. HIO news and filings · HIO insider trades · Top funds