HIO Institutional Ownership & Shareholders
WESTERN ASSET HI INC OPPORT (HIO) is currently held by 114 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $115.68M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of HIO tracked by InsiderSet, reporting ownership valued at approximately $42.88M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $38.75M, representing an estimated loss of -9.62% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed HIO value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Sit Investment Associates Inc, Capital Investment Advisors, Llc, and several other long-term asset managers with concentrated positions in WESTERN ASSET HI INC OPPORT (HIO).
This page ranks the largest institutional HIO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
114
Total Reported Value
$115.68M
Largest Holder
Morgan Stanley
Largest Position
$42.88M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
144
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 11,779,270 | $42,876,549 | $38,753,798 | -$4,122,751 | -9.62% | |
| Sit Investment Associates Inc | 0.19% | 2,820,378 | $10,266,000 | $9,279,044 | -$986,956 | -9.61% | |
| Capital Investment Advisors, Llc | 0.09% | 2,181,217 | $7,110,767 | $7,176,204 | +$65,437 | +0.92% | |
| Penserra Capital Management Llc | 0.05% | 1,659,450 | $6,040,000 | $5,459,591 | -$580,410 | -9.61% | |
| Invesco Ltd. | 0.00% | 1,282,493 | $4,668,275 | $4,219,402 | -$448,873 | -9.62% | |
| Fca Corp | 1.14% | 1,276,114 | $4,645,056 | $4,198,415 | -$446,641 | -9.62% | |
| Wells Fargo & Company/Mn | 0.00% | 1,010,164 | $3,676,998 | $3,323,440 | -$353,558 | -9.62% | |
| Rareview Capital Llc | 2.01% | 903,653 | $3,596,539 | $2,973,018 | -$623,521 | -17.34% | |
| Lpl Financial Llc | 0.00% | 969,899 | $3,530,433 | $3,190,968 | -$339,465 | -9.62% | |
| Raymond James Financial Inc | 0.00% | 637,104 | $2,319,059 | $2,096,072 | -$222,987 | -9.62% | |
| Ubs Group Ag | 0.00% | 561,032 | $2,042,156 | $1,845,795 | -$196,361 | -9.62% | |
| Thrivent Financial For Lutherans | 0.00% | 548,932 | $1,998,000 | $1,805,986 | -$192,014 | -9.61% | |
| Jones Financial Companies Lllp | 0.00% | 531,238 | $1,912,457 | $1,747,773 | -$164,684 | -8.61% | |
| Kanen Wealth Management Llc | 0.44% | 490,454 | $1,785,253 | $1,613,594 | -$171,659 | -9.62% | |
| Wolverine Asset Management Llc | 0.01% | 409,298 | $1,334,311 | $1,346,590 | +$12,279 | +0.92% | |
| Chicago Partners Investment Group Llc | 0.02% | 392,201 | $1,262,887 | $1,290,341 | +$27,454 | +2.17% | |
| Bank Of America Corp | 0.00% | 305,060 | $1,110,418 | $1,003,647 | -$106,771 | -9.62% | |
| Shaker Financial Services, Llc | 0.34% | 319,464 | $1,041,453 | $1,051,037 | +$9,584 | +0.92% | |
| Absolute Investment Advisers, Llc | 0.09% | 307,371 | $1,002,029 | $1,011,251 | +$9,222 | +0.92% | |
| Rfg Advisory, Llc | 0.02% | 273,827 | $996,731 | $900,891 | -$95,840 | -9.62% | |
| First Trust Advisors Lp | 0.00% | 263,308 | $958,441 | $866,283 | -$92,158 | -9.62% | |
| Pathway Financial Advisers, Llc | 0.24% | 291,400 | $949,963 | $958,706 | +$8,743 | +0.92% | |
| Envestnet Asset Management Inc | 0.00% | 239,445 | $871,580 | $787,774 | -$83,806 | -9.62% | |
| Fortis Group Advisors, Llc | 0.12% | 206,291 | $750,900 | $678,697 | -$72,203 | -9.62% | |
| Quarry Lp | 0.10% | 175,126 | $637,459 | $576,165 | -$61,294 | -9.62% | |
| Royal Bank Of Canada | 0.00% | 141,224 | $514,000 | $464,627 | -$49,373 | -9.61% | |
| Cetera Investment Advisers | 0.00% | 128,283 | $466,950 | $422,051 | -$44,899 | -9.62% | |
| Osaic Holdings, Inc. | 0.00% | 118,176 | $430,152 | $388,799 | -$41,353 | -9.61% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 90,960 | $331,093 | $299,258 | -$31,835 | -9.62% | |
| Stifel Financial Corp | 0.00% | 83,427 | $303,675 | $274,475 | -$29,200 | -9.62% | |
| Nwf Advisory Services Inc. | 0.03% | 89,333 | $291,225 | $293,906 | +$2,681 | +0.92% | |
| Melfa Wealth Management, Inc. | 0.15% | 78,950 | $287,378 | $259,746 | -$27,633 | -9.62% | |
| Citadel Advisors Llc | 0.00% | 77,036 | $280,411 | $253,448 | -$26,963 | -9.62% | |
| Truist Financial Corp | 0.00% | 72,159 | $235,238 | $237,403 | +$2,165 | +0.92% | |
| Xtx Topco Ltd | 0.00% | 60,930 | $221,785 | $200,460 | -$21,325 | -9.62% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 59,236 | $215,621 | $194,886 | -$20,735 | -9.62% | |
| Everstar Asset Management, Llc | 0.09% | 53,180 | $193,575 | $174,962 | -$18,613 | -9.62% | |
| Readystate Asset Management Lp | 0.01% | 52,504 | $191,115 | $172,738 | -$18,377 | -9.62% | |
| Concurrent Investment Advisors, Llc | 0.00% | 56,753 | $185,014 | $186,717 | +$1,703 | +0.92% | |
| Sage Capital Advisors,Llc | 0.03% | 52,631 | $171,577 | $173,156 | +$1,579 | +0.92% | |
| Walled Lake Planning & Wealth Management, Llc | 0.04% | 50,985 | $166,211 | $167,741 | +$1,530 | +0.92% | |
| Logan Stone Capital, Llc | 0.03% | 43,421 | $158,052 | $142,855 | -$15,197 | -9.62% | |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 0.02% | 41,770 | $152,043 | $137,423 | -$14,620 | -9.62% | |
| Choreo, Llc | 0.00% | 44,892 | $146,348 | $147,695 | +$1,347 | +0.92% | |
| Virtu Financial Llc | 0.00% | 34,860 | $127,000 | $114,689 | -$12,311 | -9.69% | |
| Clearstead Advisors, Llc | 0.00% | 34,375 | $125,125 | $113,094 | -$12,031 | -9.62% | |
| Wilson & Boucher Capital Management, Llc | 0.07% | 32,975 | $120,029 | $108,488 | -$11,541 | -9.62% | |
| Accredited Investor Services, Llc | 0.06% | 35,595 | $116,040 | $117,108 | +$1,068 | +0.92% | |
| Mercer Global Advisors Inc | 0.00% | 30,159 | $109,778 | $99,223 | -$10,555 | -9.61% | |
| Susquehanna International Group, Llp | 0.00% | 29,883 | $108,774 | $98,315 | -$10,459 | -9.62% |
Frequently asked questions about HIO
Who are the largest institutional holders of HIO?
The largest institutional holders of HIO reported in the latest SEC Form 13F filings include Morgan Stanley, Sit Investment Associates Inc, Capital Investment Advisors, Llc, Penserra Capital Management Llc, and Invesco Ltd.. InsiderSet ranks institutional holders by their latest reported HIO position.
What is HIO institutional ownership?
This page tracks HIO positions reported by institutional investment managers through SEC Form 13F. WESTERN ASSET HI INC OPPORT (HIO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HIO?
InsiderSet currently tracks 114 institutional managers reporting HIO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HIO shareholders.
How much HIO stock do institutions own?
Institutional investment managers disclosed approximately $115.68M in HIO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HIO institutional ownership last updated?
The latest HIO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HIO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HIO position after the reporting date.
Are institutions buying or selling HIO?
Institutional buying and selling can be analyzed by comparing HIO positions across consecutive 13F reporting periods. InsiderSet's HIO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HIO ownership changes.
How has HIO institutional ownership changed over time?
InsiderSet tracks HIO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.