WESTERN ASSET HI INC OPPORT (HIO) Institutional Shareholders
WESTERN ASSET HI INC OPPORT (HIO) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $119.79M in HIO holdings during the latest filing period.
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 $40.40M, representing an estimated loss of -5.77% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% 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
112
Total Reported Value
$119.79M
Largest Holder
Morgan Stanley
Largest Position
$42.88M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
140
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 | $40,402,896 | -$2,473,653 | -5.77% | |
| Sit Investment Associates Inc | 0.19% | 2,820,378 | $10,266,000 | $9,673,897 | -$592,103 | -5.77% | |
| Capital Investment Advisors, Llc | 0.11% | 2,329,618 | $8,479,810 | $7,990,590 | -$489,220 | -5.77% | |
| Penserra Capital Management Llc | 0.05% | 1,659,450 | $6,040,000 | $5,691,914 | -$348,087 | -5.76% | |
| Invesco Ltd. | 0.00% | 1,282,493 | $4,668,275 | $4,398,951 | -$269,324 | -5.77% | |
| Fca Corp | 1.14% | 1,276,114 | $4,645,056 | $4,377,071 | -$267,985 | -5.77% | |
| Wells Fargo & Company/Mn | 0.00% | 1,010,164 | $3,676,998 | $3,464,863 | -$212,135 | -5.77% | |
| Rareview Capital Llc | 2.01% | 903,653 | $3,596,539 | $3,099,530 | -$497,009 | -13.82% | |
| Lpl Financial Llc | 0.00% | 969,899 | $3,530,433 | $3,326,754 | -$203,679 | -5.77% | |
| Shaker Financial Services, Llc | 0.73% | 642,498 | $2,338,693 | $2,203,768 | -$134,925 | -5.77% | |
| Raymond James Financial Inc | 0.00% | 637,104 | $2,319,059 | $2,185,267 | -$133,792 | -5.77% | |
| Ubs Group Ag | 0.00% | 561,032 | $2,042,156 | $1,924,340 | -$117,816 | -5.77% | |
| Thrivent Financial For Lutherans | 0.00% | 548,932 | $1,998,000 | $1,882,837 | -$115,163 | -5.76% | |
| Jones Financial Companies Lllp | 0.00% | 531,238 | $1,912,457 | $1,822,146 | -$90,311 | -4.72% | |
| Kanen Wealth Management Llc | 0.44% | 490,454 | $1,785,253 | $1,682,257 | -$102,996 | -5.77% | |
| Wolverine Asset Management Llc | 0.02% | 378,116 | $1,376,342 | $1,296,938 | -$79,404 | -5.77% | |
| Absolute Investment Advisers, Llc | 0.13% | 372,457 | $1,355,743 | $1,277,528 | -$78,215 | -5.77% | |
| Chicago Partners Investment Group Llc | 0.02% | 333,688 | $1,191,265 | $1,144,550 | -$46,715 | -3.92% | |
| Bank Of America Corp | 0.00% | 305,060 | $1,110,418 | $1,046,356 | -$64,062 | -5.77% | |
| Pathway Financial Advisers, Llc | 0.26% | 285,886 | $1,040,623 | $980,589 | -$60,034 | -5.77% | |
| Rfg Advisory, Llc | 0.02% | 273,827 | $996,731 | $939,227 | -$57,504 | -5.77% | |
| First Trust Advisors Lp | 0.00% | 263,308 | $958,441 | $903,146 | -$55,295 | -5.77% | |
| Envestnet Asset Management Inc | 0.00% | 239,445 | $871,580 | $821,296 | -$50,284 | -5.77% | |
| Fortis Group Advisors, Llc | 0.12% | 206,291 | $750,900 | $707,578 | -$43,322 | -5.77% | |
| Calamos Advisors Llc | 0.00% | 175,495 | $638,802 | $601,948 | -$36,854 | -5.77% | |
| Quarry Lp | 0.10% | 175,126 | $637,459 | $600,682 | -$36,777 | -5.77% | |
| Royal Bank Of Canada | 0.00% | 141,224 | $514,000 | $484,398 | -$29,602 | -5.76% | |
| Cetera Investment Advisers | 0.00% | 128,283 | $466,950 | $440,011 | -$26,939 | -5.77% | |
| Osaic Holdings, Inc. | 0.00% | 118,176 | $430,152 | $405,344 | -$24,808 | -5.77% | |
| Commonwealth Equity Services, Llc | 0.00% | 97,551 | $355,090 | $334,600 | -$20,490 | -5.77% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 90,960 | $331,093 | $311,993 | -$19,100 | -5.77% | |
| Stifel Financial Corp | 0.00% | 83,427 | $303,675 | $286,155 | -$17,520 | -5.77% | |
| Melfa Wealth Management, Inc. | 0.15% | 78,950 | $287,378 | $270,799 | -$16,580 | -5.77% | |
| Citadel Advisors Llc | 0.00% | 77,036 | $280,411 | $264,233 | -$16,178 | -5.77% | |
| Truist Financial Corp | 0.00% | 72,159 | $262,659 | $247,505 | -$15,154 | -5.77% | |
| Kelleher Financial Advisors | 0.04% | 70,008 | $254,833 | $240,127 | -$14,706 | -5.77% | |
| Nwf Advisory Services Inc. | 0.02% | 64,333 | $234,173 | $220,662 | -$13,511 | -5.77% | |
| Xtx Topco Ltd | 0.00% | 60,930 | $221,785 | $208,990 | -$12,795 | -5.77% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 59,236 | $215,621 | $203,179 | -$12,442 | -5.77% | |
| Everstar Asset Management, Llc | 0.09% | 53,180 | $193,575 | $182,407 | -$11,168 | -5.77% | |
| Readystate Asset Management Lp | 0.01% | 52,504 | $191,115 | $180,089 | -$11,026 | -5.77% | |
| Concurrent Investment Advisors, Llc | 0.00% | 52,351 | $190,555 | $179,564 | -$10,991 | -5.77% | |
| Walled Lake Planning & Wealth Management, Llc | 0.05% | 50,985 | $185,585 | $174,879 | -$10,706 | -5.77% | |
| Choreo, Llc | 0.00% | 50,189 | $182,688 | $172,148 | -$10,540 | -5.77% | |
| Logan Stone Capital, Llc | 0.03% | 43,421 | $158,052 | $148,934 | -$9,118 | -5.77% | |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 0.02% | 41,770 | $152,043 | $143,271 | -$8,772 | -5.77% | |
| Virtu Financial Llc | 0.00% | 34,860 | $127,000 | $119,570 | -$7,430 | -5.85% | |
| Clearstead Advisors, Llc | 0.00% | 34,375 | $125,125 | $117,906 | -$7,219 | -5.77% | |
| Wilson & Boucher Capital Management, Llc | 0.07% | 32,975 | $120,029 | $113,104 | -$6,925 | -5.77% | |
| Accredited Investor Services, Llc | 0.07% | 32,142 | $116,997 | $110,247 | -$6,750 | -5.77% |
Frequently asked questions about HIO
Who owns the most HIO stock?
The largest holders of HIO are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WESTERN ASSET HI INC OPPORT (HIO).
Is HIO widely held by superinvestors?
Many widely followed stocks like HIO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HIO is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.