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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Nwf Advisory Services Inc.Buy+463,940—463,940$1.93MQ4 2025Mar 03, 2026
Virtu Financial LlcBuy+47,062—47,062$196.00KQ4 2025Feb 23, 2026
Raymond James Financial IncBuy+169,048—169,048$703.24KQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+144,800—144,800$602.37KQ4 2025Feb 18, 2026
Osaic Holdings, Inc.Buy+573,337—573,337$2.39MQ4 2025Feb 17, 2026
Guggenheim Capital LlcBuy+544,204—544,204$2.26MQ4 2025Feb 17, 2026
Ameriprise Financial IncBuy+491,352—491,352$2.04MQ4 2025Feb 17, 2026
Rockefeller Capital Management L.P.Buy+187,188—187,188$778.70KQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+68,424—68,424$284.64KQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+54,059—54,059$225.00KQ4 2025Feb 17, 2026
Integrated Advisors Network LlcBuy+40,435—40,435$168.21KQ4 2025Feb 17, 2026
Argyle Capital Partners, LlcBuy+38,548—38,548$160.36KQ4 2025Feb 17, 2026
Bank Of America CorpBuy+24,738—24,738$102.91KQ4 2025Feb 17, 2026
Citadel Advisors LlcBuy+16,086—16,086$66.92KQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+15,684—15,684$65.25KQ4 2025Feb 17, 2026
Dv Trading LlcBuy+1,508—1,508$6.27KQ4 2025Feb 17, 2026
Morgan StanleyBuy+1,982,061—1,982,061$8.25MQ4 2025Feb 13, 2026
Wells Fargo & Company/MnBuy+1,877,718—1,877,718$7.81MQ4 2025Feb 13, 2026
Robinson Capital Management, LlcBuy+147,805—147,805$614.87KQ4 2025Feb 13, 2026
Landscape Capital Management, L.L.C.Buy+44,146—44,146$183.65KQ4 2025Feb 13, 2026
Mosaic Family Wealth Partners, LlcBuy+40,326—40,326$167.76KQ4 2025Feb 13, 2026
Mariner, LlcBuy+17,345—17,345$72.16KQ4 2025Feb 13, 2026
Focus Partners WealthBuy+16,000—16,000$66.56KQ4 2025Feb 13, 2026
Williams Jones Wealth Management, Llc.Buy+10,213—10,213$42.48KQ4 2025Feb 13, 2026
Arax Advisory PartnersBuy+8,927—8,927$37.14KQ4 2025Feb 13, 2026
Pinnacle Wealth Planning Services, Inc.Buy+3,879—3,879$16.14KQ4 2025Feb 13, 2026
Golden State Wealth Management, LlcBuy+2,056—2,056$8.55KQ4 2025Feb 13, 2026
Alerus Financial NaBuy+1,232—1,232$5.13KQ4 2025Feb 13, 2026
Penserra Capital Management LlcBuy+2,658,545—2,658,545$11.06MQ4 2025Feb 12, 2026
Jane Street Group, LlcBuy+87,527—87,527$364.11KQ4 2025Feb 12, 2026
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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.