WESTERN ASSET HIGH INC II (HIX) Institutional Ownership Changes & 13F Activity
WESTERN ASSET HIGH INC II (HIX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Penserra Capital Management Llc, Morgan Stanley, Wells Fargo & Company/Mn, Osaic Holdings, Inc., and Guggenheim Capital Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Nwf Advisory Services Inc. | Buy | +463,940 | — | 463,940 | $1.93M | Q4 2025 | Mar 03, 2026 |
| Virtu Financial Llc | Buy | +47,062 | — | 47,062 | $196.00K | Q4 2025 | Feb 23, 2026 |
| Raymond James Financial Inc | Buy | +169,048 | — | 169,048 | $703.24K | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +144,800 | — | 144,800 | $602.37K | Q4 2025 | Feb 18, 2026 |
| Osaic Holdings, Inc. | Buy | +573,337 | — | 573,337 | $2.39M | Q4 2025 | Feb 17, 2026 |
| Guggenheim Capital Llc | Buy | +544,204 | — | 544,204 | $2.26M | Q4 2025 | Feb 17, 2026 |
| Ameriprise Financial Inc | Buy | +491,352 | — | 491,352 | $2.04M | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | Buy | +187,188 | — | 187,188 | $778.70K | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +68,424 | — | 68,424 | $284.64K | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +54,059 | — | 54,059 | $225.00K | Q4 2025 | Feb 17, 2026 |
| Integrated Advisors Network Llc | Buy | +40,435 | — | 40,435 | $168.21K | Q4 2025 | Feb 17, 2026 |
| Argyle Capital Partners, Llc | Buy | +38,548 | — | 38,548 | $160.36K | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +24,738 | — | 24,738 | $102.91K | Q4 2025 | Feb 17, 2026 |
| Citadel Advisors Llc | Buy | +16,086 | — | 16,086 | $66.92K | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +15,684 | — | 15,684 | $65.25K | Q4 2025 | Feb 17, 2026 |
| Dv Trading Llc | Buy | +1,508 | — | 1,508 | $6.27K | Q4 2025 | Feb 17, 2026 |
| Morgan Stanley | Buy | +1,982,061 | — | 1,982,061 | $8.25M | Q4 2025 | Feb 13, 2026 |
| Wells Fargo & Company/Mn | Buy | +1,877,718 | — | 1,877,718 | $7.81M | Q4 2025 | Feb 13, 2026 |
| Robinson Capital Management, Llc | Buy | +147,805 | — | 147,805 | $614.87K | Q4 2025 | Feb 13, 2026 |
| Landscape Capital Management, L.L.C. | Buy | +44,146 | — | 44,146 | $183.65K | Q4 2025 | Feb 13, 2026 |
| Mosaic Family Wealth Partners, Llc | Buy | +40,326 | — | 40,326 | $167.76K | Q4 2025 | Feb 13, 2026 |
| Mariner, Llc | Buy | +17,345 | — | 17,345 | $72.16K | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | Buy | +16,000 | — | 16,000 | $66.56K | Q4 2025 | Feb 13, 2026 |
| Williams Jones Wealth Management, Llc. | Buy | +10,213 | — | 10,213 | $42.48K | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | Buy | +8,927 | — | 8,927 | $37.14K | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | Buy | +3,879 | — | 3,879 | $16.14K | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, Llc | Buy | +2,056 | — | 2,056 | $8.55K | Q4 2025 | Feb 13, 2026 |
| Alerus Financial Na | Buy | +1,232 | — | 1,232 | $5.13K | Q4 2025 | Feb 13, 2026 |
| Penserra Capital Management Llc | Buy | +2,658,545 | — | 2,658,545 | $11.06M | Q4 2025 | Feb 12, 2026 |
| Jane Street Group, Llc | Buy | +87,527 | — | 87,527 | $364.11K | Q4 2025 | Feb 12, 2026 |
Frequently asked questions about HIX activity
Which institutional owners are buying HIX?
Institutional owners buying HIX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in HIX activity?
"Buy" means an investor increased their reported position in HIX compared to the prior reporting period. This reflects growing exposure to WESTERN ASSET HIGH INC II (HIX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in HIX increasing?
Institutional interest in HIX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
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