WESTERN ASSET HIGH INCOME OPPORTUNITY FUND INC. (HIO) — Institutional Holders, Q2 2026
113 institutional investment managers reported a HIO position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $121.0M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
HIO in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- MORGAN STANLEYAdded · +386,523 sh+$1.4M
- LPL FinancialAdded · +217,895 sh+$793.1K
- Rareview CapitalAdded · +212,012 sh+$771.7K
- WELLS FARGO & COMPANYAdded · +211,015 sh+$768.1K
- Shaker Financial ServicesAdded · +129,524 sh+$471.5K
Biggest sellers
- Capital Investment AdvisorsTrimmed · -209,394 sh-$762.2K
- QuarryTrimmed · -129,985 sh-$473.1K
- ABSOLUTE INVESTMENT ADVISERSTrimmed · -96,701 sh-$352.0K
- WOLVERINE ASSET MANAGEMENTTrimmed · -92,831 sh-$337.9K
- Invesco Ltd.Trimmed · -72,400 sh-$263.5K
HIO 13F holders ranked 1–100 of 113
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY#1 · 11,779,270 sh | 11,779,270 | $42.9M | <0.01% | +3.4% |
| 2 | SIT INVESTMENT ASSOCIATES#2 · 2,820,378 sh | 2,820,378 | $10.3M | 0.19% | +0.3% |
| 3 | Capital Investment Advisors#3 · 2,329,618 sh | 2,329,618 | $8.5M | — | -8.2% |
| 4 | Penserra Capital Management#4 · 1,659,450 sh | 1,659,450 | $6.0M | 0.05% | +4.0% |
| 5 | Invesco Ltd.#5 · 1,282,493 sh | 1,282,493 | $4.7M | <0.01% | -5.3% |
| 6 | FCA#6 · 1,276,114 sh | 1,276,114 | $4.6M | 1.14% | +5.7% |
| 7 | WELLS FARGO & COMPANY#7 · 1,010,164 sh | 1,010,164 | $3.7M | <0.01% | +26.4% |
| 8 | Rareview Capital#8 · 903,653 sh | 903,653 | $3.6M | 2.01% | +30.7% |
| 9 | LPL Financial#9 · 969,899 sh | 969,899 | $3.5M | <0.01% | +29.0% |
| 10 | Shaker Financial Services#10 · 642,498 sh | 642,498 | $2.3M | — | +25.2% |
| 11 | RAYMOND JAMES FINANCIAL#11 · 637,104 sh | 637,104 | $2.3M | <0.01% | -4.2% |
| 12 | UBS Group AG#12 · 561,032 sh | 561,032 | $2.0M | <0.01% | -6.8% |
| 13 | THRIVENT FINANCIAL FOR LUTHERANS#13 · 548,932 sh | 548,932 | $2.0M | <0.01% | 0.0% |
| 14 | JONES FINANCIAL COMPANIES LLLP#14 · 531,238 sh | 531,238 | $1.9M | <0.01% | +12.1% |
| 15 | Kanen Wealth Management#15 · 490,454 sh | 490,454 | $1.8M | 0.43% | 0.0% |
| 16 | WOLVERINE ASSET MANAGEMENT#16 · 378,116 sh | 378,116 | $1.4M | 0.01% | -19.7% |
| 17 | ABSOLUTE INVESTMENT ADVISERS#17 · 372,457 sh | 372,457 | $1.4M | — | -20.6% |
| 18 | Chicago Partners Investment Group#18 · 333,688 sh | 333,688 | $1.2M | — | -9.4% |
| 19 | BANK OF AMERICA#19 · 305,060 sh | 305,060 | $1.1M | <0.01% | -3.6% |
| 20 | Pathway Financial Advisers#20 · 285,886 sh | 285,886 | $1.0M | 0.26% | +2.3% |
| 21 | RFG Advisory#21 · 273,827 sh | 273,827 | $996.7K | 0.02% | -4.6% |
| 22 | FIRST ADVISORS#22 · 263,308 sh | 263,308 | $958.4K | <0.01% | +14.3% |
| 23 | ENVESTNET ASSET MANAGEMENT#23 · 239,445 sh | 239,445 | $871.6K | <0.01% | +41.1% |
| 24 | PIN OAK INVESTMENT ADVISORS#24 · 233,058 sh | 233,058 | $847.0K | 0.62% | 0.0% |
| 25 | Fortis Group Advisors#25 · 206,291 sh | 206,291 | $750.9K | 0.12% | -2.0% |
| 26 | Calamos Advisors#26 · 175,495 sh | 175,495 | $638.8K | <0.01% | +7.1% |
| 27 | Quarry#27 · 175,126 sh | 175,126 | $637.5K | 0.05% | -42.6% |
| 28 | ROYAL BANK OF CANADA#28 · 141,224 sh | 141,224 | $514.0K | <0.01% | -3.3% |
| 29 | Cetera Investment Advisers#29 · 128,283 sh | 128,283 | $466.9K | <0.01% | +17.0% |
| 30 | OSAIC#30 · 118,176 sh | 118,176 | $430.2K | <0.01% | +31.9% |
| 31 | COMMONWEALTH EQUITY SERVICES#31 · 97,551 sh | 97,551 | $355.1K | <0.01% | -0.8% |
| 32 | Steward Partners Investment Advisory#32 · 90,960 sh | 90,960 | $331.1K | <0.01% | -3.0% |
| 33 | STIFEL FINANCIAL#33 · 83,427 sh | 83,427 | $303.7K | <0.01% | -9.2% |
| 34 | MELFA WEALTH MANAGEMENT#34 · 78,950 sh | 78,950 | $287.4K | 0.15% | 0.0% |
| 35 | CITADEL ADVISORS#35 · 77,036 sh | 77,036 | $280.4K | 0.00% | +173.5% |
| 36 | TRUIST FINANCIAL#36 · 72,159 sh | 72,159 | $262.7K | <0.01% | 0.0% |
| 37 | KELLEHER FINANCIAL ADVISORS#37 · 70,008 sh | 70,008 | $254.8K | 0.04% | +104.1% |
| 38 | NWF Advisory Services#38 · 64,333 sh | 64,333 | $234.2K | — | +13.0% |
| 39 | XTX Topco Ltd#39 · 60,930 sh | 60,930 | $221.8K | <0.01% | +72.8% |
| 40 | Stratos Wealth Partners, LTD.#40 · 59,236 sh | 59,236 | $215.6K | <0.01% | -0.3% |
| 41 | Everstar Asset Management#41 · 53,180 sh | 53,180 | $193.6K | 0.09% | 0.0% |
| 42 | READYSTATE ASSET MANAGEMENT#42 · 52,504 sh | 52,504 | $191.1K | <0.01% | New |
| 43 | Concurrent Investment Advisors#43 · 52,351 sh | 52,351 | $190.6K | — | +5.8% |
| 44 | WALLED LAKE PLANNING & WEALTH MANAGEMENT#44 · 50,985 sh | 50,985 | $185.6K | 0.05% | 0.0% |
| 45 | CHOREO#45 · 50,189 sh | 50,189 | $182.7K | <0.01% | -8.9% |
| 46 | Cambridge Investment Research Advisors#46 · 44,676 sh | 44,676 | $163.0K | <0.01% | -3.7% |
| 47 | Logan Stone Capital#47 · 43,421 sh | 43,421 | $158.1K | 0.03% | New |
| 48 | Bay Colony Advisory Group, d/b/a Bay Colony Advisors#48 · 41,770 sh | 41,770 | $152.0K | 0.02% | +2.5% |
| 49 | Global Retirement Partners#49 · 37,877 sh | 37,877 | $137.9K | <0.01% | — |
| 50 | Virtu Financial#50 · 34,860 sh | 34,860 | $127.0K | <0.01% | +38.0% |
| 51 | Clearstead Advisors#51 · 34,375 sh | 34,375 | $125.1K | <0.01% | 0.0% |
| 52 | Wilson & Boucher Capital Management#52 · 32,975 sh | 32,975 | $120.0K | 0.07% | 0.0% |
| 53 | ACCREDITED INVESTOR SERVICES#53 · 32,142 sh | 32,142 | $117.0K | — | +2.3% |
| 54 | DUDLEY CAPITAL MANAGEMENT#54 · 31,100 sh | 31,100 | $113.2K | — | 0.0% |
| 55 | MERCER GLOBAL ADVISORS#55 · 30,159 sh | 30,159 | $109.8K | <0.01% | 0.0% |
| 56 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#56 · 29,883 sh | 29,883 | $108.8K | 0.00% | -17.7% |
| 57 | Merit Financial Group#57 · 26,830 sh | 26,830 | $97.7K | <0.01% | +5.3% |
| 58 | Uncommon Cents Investing#58 · 26,327 sh | 26,327 | $95.8K | — | 0.0% |
| 59 | NewEdge Advisors#59 · 25,835 sh | 25,835 | $94.0K | <0.01% | New |
| 60 | Corps Capital Advisors#60 · 25,000 sh | 25,000 | $91.0K | 0.07% | 0.0% |
| 61 | OPPENHEIMER#61 · 24,714 sh | 24,714 | $90.0K | — | -5.0% |
| 62 | IMC-Chicago#62 · 24,666 sh | 24,666 | $89.8K | 0.00% | New |
| 63 | PARK AVENUE SECURITIES#63 · 24,344 sh | 24,344 | $89.0K | — | -1.7% |
| 64 | Mariner#64 · 23,824 sh | 23,824 | $86.7K | <0.01% | -14.4% |
| 65 | Creative Planning#65 · 23,770 sh | 23,770 | $86.5K | <0.01% | +7.3% |
| 66 | WILEY BROS.-AINTREE CAPITAL#66 · 23,258 sh | 23,258 | $84.7K | <0.01% | +13.1% |
| 67 | FIFTH THIRD BANCORP#67 · 22,987 sh | 22,987 | $83.7K | <0.01% | +0.6% |
| 68 | Samalin Investment Counsel#68 · 22,879 sh | 22,879 | $83.3K | — | +2.9% |
| 69 | BOOTHBAY FUND MANAGEMENT#69 · 22,607 sh | 22,607 | $82.3K | <0.01% | -45.1% |
| 70 | CAPTRUST FINANCIAL ADVISORS#70 · 22,063 sh | 22,063 | $80.3K | <0.01% | New |
| 71 | Advisory Services Network#71 · 21,997 sh | 21,997 | $80.1K | <0.01% | +12.8% |
| 72 | Fiera Capital#72 · 20,508 sh | 20,508 | $74.6K | <0.01% | +14.4% |
| 73 | Aptus Capital Advisors#73 · 19,166 sh | 19,166 | $69.8K | <0.01% | -5.5% |
| 74 | Cape Investment Advisory#74 · 18,300 sh | 18,300 | $66.6K | — | 0.0% |
| 75 | EVERGREEN CAPITAL MANAGEMENT#75 · 16,633 sh | 16,633 | $60.5K | — | 0.0% |
| 76 | Savvy Advisors#76 · 16,446 sh | 16,446 | $59.9K | <0.01% | 0.0% |
| 77 | TWO SIGMA SECURITIES#77 · 15,992 sh | 15,992 | $58.2K | <0.01% | +19.7% |
| 78 | REUTER JAMES WEALTH MANAGEMENT#78 · 15,466 sh | 15,466 | $56.3K | — | 0.0% |
| 79 | Integrated Wealth Concepts#79 · 15,175 sh | 15,175 | $55.2K | <0.01% | 0.0% |
| 80 | Lido Advisors#80 · 14,688 sh | 14,688 | $53.5K | <0.01% | New |
| 81 | Occidental Asset Management#81 · 13,786 sh | 13,786 | $50.2K | <0.01% | 0.0% |
| 82 | Pinnacle Wealth Planning Services#82 · 13,399 sh | 13,399 | $48.8K | <0.01% | 0.0% |
| 83 | One Capital Management#83 · 12,895 sh | 12,895 | $46.8K | <0.01% | 0.0% |
| 84 | JANE STREET GROUP#84 · 12,826 sh | 12,826 | $46.7K | 0.00% | -68.6% |
| 85 | STEEL GROVE CAPITAL ADVISORS#85 · 11,989 sh | 11,989 | $43.6K | — | 0.0% |
| 86 | RPg Family Wealth Advisory#86 · 11,667 sh | 11,667 | $42.5K | <0.01% | 0.0% |
| 87 | Equitable#87 · 11,618 sh | 11,618 | $42.3K | <0.01% | +1.7% |
| 88 | Alpine Global Management#88 · 10,470 sh | 10,470 | $38.1K | <0.01% | New |
| 89 | Stonebrook Private#89 · 10,469 sh | 10,469 | $38.1K | <0.01% | +3.0% |
| 90 | Nova Wealth Management#90 · 10,450 sh | 10,450 | $38.0K | 0.02% | 0.0% |
| 91 | WEDBUSH SECURITIES#91 · 10,148 sh | 10,148 | $37.0K | — | -14.3% |
| 92 | PNC FINANCIAL SERVICES GROUP#92 · 8,900 sh | 8,900 | $32.4K | 0.00% | -18.3% |
| 93 | US BANCORP \DE\#93 · 8,000 sh | 8,000 | $29.1K | 0.00% | 0.0% |
| 94 | Axiom Investment Management#94 · 6,255 sh | 6,255 | $22.8K | 0.02% | 0.0% |
| 95 | WPG Advisers#95 · 5,627 sh | 5,627 | $20.5K | 0.01% | -0.1% |
| 96 | SRS Capital Advisors#96 · 5,120 sh | 5,120 | $18.6K | <0.01% | +104.8% |
| 97 | Spire Wealth Management#97 · 3,110 sh | 3,110 | $11.3K | <0.01% | +2.9% |
| 98 | GILPIN WEALTH MANAGEMENT#98 · 2,602 sh | 2,602 | $9.5K | — | 0.0% |
| 99 | Pinnacle Bancorp#99 · 1,700 sh | 1,700 | $6.2K | — | 0.0% |
| 100 | SHP Wealth Management#100 · 1,500 sh | 1,500 | $5.5K | <0.01% | New |
Funds that sold out of HIO in Q2 2026 (16)
Held HIO at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| NOMURA37,500 sh | 37,500 | $136.1K |
| Independent Advisor Alliance36,873 sh | 36,873 | $133.8K |
| Integrity Advisory Solutions28,702 sh | 28,702 | $104.2K |
| CHAPIN DAVIS26,909 sh | 26,909 | $97.7K |
| First Nebraska22,060 sh | 22,060 | $80.1K |
| Suncoast Equity Management20,036 sh | 20,036 | $72.7K |
| Private Advisor Group16,525 sh | 16,525 | $60.0K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.14,827 sh | 14,827 | $53.8K |
| Pekin Hardy Strauss13,973 sh | 13,973 | $50.7K |
| PCM Encore11,387 sh | 11,387 | $41.3K |
| LAUREL OAK WEALTH MANAGEMENT10,913 sh | 10,913 | $39.6K |
| High Net Worth Advisory Group10,355 sh | 10,355 | $37.6K |
| MAI Capital Management6,467 sh | 6,467 | $23.5K |
| BlackRock2,405 sh | 2,405 | $8.7K |
| Sound Income Strategies816 sh | 816 | $3.0K |
| Western Wealth Management528 sh | 528 | $1.9K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.