New Positions
23 managers initiated
Top five by reported value
- Rareview Capital LLC$2.3M
- ABSOLUTE INVESTMENT ADVISERS LLC$1.2M
- Calamos Advisors LLC$535.3K
- LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$485.5K
- XTX Topco Ltd$276.6K
Western Asset High Income Opportunity Fund Inc NEW YORK STOCK EXCHANGE, INC.:HIO
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
23 new33 added60 reduced9 exited
Total Institutional Holders
116
as of 2025-12-31
Top Holder
MORGAN STANLEY
$35.7M
Largest QoQ Increase
Rareview Capital LLC
+572,495 sh
Largest QoQ Decrease
Fiera Capital Corp
-439,348 sh
New Positions(23)
Added To(33)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Shaker Financial Services, LLC | 613,763 | +402,861 | $2.3M | +$1.5M | 191.0% |
| READYSTATE ASSET MANAGEMENT LP | 477,054 | +383,537 | $1.8M | +$1.4M | 410.1% |
| WOLVERINE ASSET MANAGEMENT LLC | 640,496 | +375,140 | $2.4M | +$1.4M | 141.4% |
| PIN OAK INVESTMENT ADVISORS INC | 234,308 | +1,680 | $886 | -$900.7K | 0.7% |
| Invesco Ltd. | 1,220,952 | +201,345 | $4.5M | +$614.4K | 19.7% |
| JANE STREET GROUP, LLC | 195,056 | +102,915 | $723.7K | +$369.8K | 111.7% |
| LPL Financial LLC | 385,003 | +105,685 | $1.4M | +$355.8K | 37.8% |
| NWF Advisory Services Inc. | 153,476 | +89,143 | $577.8K | +$330.8K | 138.6% |
| JONES FINANCIAL COMPANIES LLLP | 417,109 | +97,379 | $1.5M | +$326.1K | 30.4% |
| WELLS FARGO & COMPANY/MN | 776,289 | +92,096 | $2.9M | +$252.7K | 13.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | 57,443 | +7,331 | $213.1K | +$212.9K | 14.6% |
| Suncoast Equity Management | 37,764 | +19,572 | $140.1K | +$70.2K | 107.6% |
| Chicago Partners Investment Group LLC | 398,939 | +4,559 | $1.5M | -$46.2K | 1.1% |
| Integrity Advisory Solutions, LLC | 21,786 | +8,787 | $80.8K | +$30.9K | 67.6% |
| ACCREDITED INVESTOR SERVICES, LLC | 24,070 | +6,301 | $89.3K | +$21.1K | 35.5% |
| MORGAN STANLEY | 9,632,812 | +320,681 | $35.7M | -$20.9K | 3.4% |
| Pathway Financial Advisers, LLC | 277,703 | +5,376 | $1.0M | -$15.3K | 2.0% |
| ENVESTNET ASSET MANAGEMENT INC | 133,124 | +1,165 | $493.9K | -$12.8K | 0.9% |
| Steward Partners Investment Advisory, LLC | 93,797 | +18 | $348.0K | -$12.1K | 0.0% |
| Merit Financial Group, LLC | 20,295 | +3,486 | $75.3K | +$10.7K | 20.7% |
| Stratos Wealth Partners, LTD. | 59,365 | +65 | $220.2K | -$7.5K | 0.1% |
| Concurrent Investment Advisors, LLC | 49,376 | +435 | $183.2K | -$4.7K | 0.9% |
| CHOREO, LLC | 46,226 | +426 | $172.7K | -$3.2K | 0.9% |
| WPG Advisers, LLC | 4,192 | +908 | $15.6K | +$2.9K | 27.6% |
| Mariner, LLC | 22,144 | +192 | $82.2K | -$2.1K | 0.9% |
| SIT INVESTMENT ASSOCIATES INC | 2,235,264 | +556,840 | $8.3K | +$1.8K | 33.2% |
| Encompass More Asset Management | 12,006 | +111 | $44.5K | -$1.1K | 0.9% |
| Equitable Holdings, Inc. | 11,188 | +169 | $41.5K | -$806 | 1.5% |
| Penserra Capital Management LLC | 1,574,987 | +145,761 | $5.8K | +$355 | 10.2% |
| Samalin Investment Counsel, LLC | 21,617 | +774 | $80.2K | +$164 | 3.7% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 20,046 | +650 | $74.4K | -$108 | 3.4% |
| Cetera Investment Advisers | 98,413 | +3,341 | $365.1K | +$35 | 3.5% |
| PARK AVENUE SECURITIES LLC | 25,847 | +1,914 | $96 | +$4 | 8.0% |
Reduced(60)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Kanen Wealth Management LLC | 480,454 | -216,564 | $1.8K | -$2.7M | -31.1% |
| Fiera Capital Corp | 42,967 | -439,348 | $159.4K | -$1.7M | -91.1% |
| Capital Investment Advisors, LLC | 2,889,829 | -226,091 | $10.7M | -$1.2M | -7.3% |
| UBS Group AG | 534,544 | -218,646 | $2.0M | -$909.1K | -29.0% |
| RFG Advisory, LLC | 180,783 | -128,806 | $670.7K | -$518.1K | -41.6% |
| Royal Bank of Canada | 151,874 | -101,269 | $564.0K | -$443.0K | -40.0% |
| FCA CORP /TX | 1,140,561 | -47,030 | $4.2M | -$328.9K | -4.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 35,822 | -69,355 | $132.9K | -$271.0K | -65.9% |
| STIFEL FINANCIAL CORP | 90,113 | -40,035 | $334.3K | -$165.4K | -30.8% |
| BANK OF AMERICA CORP /DE/ | 358,800 | -30,475 | $1.3M | -$163.7K | -7.8% |
| OPPENHEIMER & CO INC | 40,804 | -29,797 | $151.4K | -$119.7K | -42.2% |
| RAYMOND JAMES FINANCIAL INC | 702,709 | -5,124 | $2.6M | -$111.0K | -0.7% |
| Marex Group plc | 67,142 | -22,725 | $249.1K | -$96.0K | -25.3% |
| ADVISOR GROUP HOLDINGS, INC. | 109,510 | -14,484 | $406.3K | -$79.6K | -11.7% |
| Clearstead Advisors, LLC | 34,375 | -17,324 | $127.5K | -$71.0K | -33.5% |
| FIRST TRUST ADVISORS LP | 240,618 | -10,310 | $892.7K | -$70.9K | -4.1% |
| MAI Capital Management | 10,839 | -14,402 | $40.2K | -$56.7K | -57.0% |
| High Net Worth Advisory Group LLC | 10,062 | -12,291 | $37.3K | -$48.5K | -55.0% |
| Fortis Group Advisors, LLC | 213,476 | -2,183 | $804.8K | -$27.6K | -1.0% |
| NewEdge Advisors, LLC | 45,535 | -5,310 | $168.9K | -$26.3K | -10.4% |
| Farther Finance Advisors, LLC | 1,254 | -6,330 | $4.7K | -$24.5K | -83.5% |
| Pinnacle Bancorp, Inc. | 1,700 | -6,000 | $6.3K | -$23.3K | -77.9% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 39,764 | -4,487 | $147.5K | -$22.4K | -10.1% |
| Sigma Planning Corp | 12,704 | -4,928 | $47.1K | -$20.6K | -27.9% |
| CHAPIN DAVIS, INC. | 29,205 | -4,175 | $108.4K | -$19.8K | -12.5% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 16,033 | -4,001 | $59.5K | -$18.1K | -20.0% |
| COMERICA BANK | 28,983 | -3,338 | $107.5K | -$16.6K | -10.3% |
| MERCER GLOBAL ADVISORS INC /ADV | 30,159 | -2,964 | $111.9K | -$15.3K | -8.9% |
| MELFA WEALTH MANAGEMENT, LLC | 78,950 | 0 | $292.9K | -$10.3K | 0.0% |
| TRUIST FINANCIAL CORP | 72,159 | 0 | $267.7K | -$9.4K | 0.0% |
| Everstar Asset Management, LLC | 53,180 | 0 | $197.3K | -$6.9K | 0.0% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 50,985 | 0 | $189.2K | -$6.6K | 0.0% |
| TWO SIGMA SECURITIES, LLC | 21,147 | -718 | $78.5K | -$5.5K | -3.3% |
| Wilson & Boucher Capital Management, LLC | 36,100 | 0 | $133.9K | -$4.7K | 0.0% |
| DUDLEY CAPITAL MANAGEMENT, LLC | 31,100 | 0 | $115.4K | -$4.0K | 0.0% |
| Uncommon Cents Investing LLC | 26,327 | 0 | $97.7K | -$3.4K | 0.0% |
| Corps Capital Advisors, LLC | 25,000 | 0 | $92.8K | -$3.3K | 0.0% |
| GREEN SQUARE CAPITAL ADVISORS LLC | 11,989 | 0 | $44.5K | -$3.2K | 0.0% |
| Aptus Capital Advisors, LLC | 20,281 | 0 | $75.2K | -$2.6K | 0.0% |
| Advisory Services Network, LLC | 17,500 | 0 | $64.9K | -$2.3K | 0.0% |
| Spire Wealth Management | 2,290 | -497 | $8.5K | -$2.2K | -17.8% |
| REUTER JAMES WEALTH MANAGEMENT, LLC | 15,466 | 0 | $57.4K | -$2.0K | 0.0% |
| Jackson Hole Capital Partners, LLC | 14,200 | 0 | $52.7K | -$1.8K | 0.0% |
| Pekin Hardy Strauss, Inc. | 13,973 | 0 | $51.8K | -$1.8K | 0.0% |
| Occidental Asset Management, LLC | 11,505 | -83 | $42.7K | -$1.8K | -0.7% |
| Meridian Wealth Management, LLC | 11,200 | 0 | $41.6K | -$1.5K | 0.0% |
| PNC Financial Services Group, Inc. | 10,900 | 0 | $40.4K | -$1.4K | 0.0% |
| Nova Wealth Management, Inc. | 10,450 | 0 | $38.8K | -$1.4K | 0.0% |
| US BANCORP \DE\ | 8,000 | 0 | $29.7K | -$1.0K | 0.0% |
| Mountain Hill Investment Partners Corp. | 4,000 | 0 | $14.8K | -$520 | 0.0% |
| HRT FINANCIAL LP | 30,093 | -108,815 | $111 | -$422 | -78.3% |
| SRS Capital Advisors, Inc. | 2,620 | 0 | $9.7K | -$340 | 0.0% |
| Cambridge Investment Research Advisors, Inc. | 46,404 | -73,156 | $172 | -$287 | -61.2% |
| HIGHLINE WEALTH PARTNERS LLC | 750 | 0 | $2.8K | -$97 | 0.0% |
| Thrivent Financial for Lutherans | 524,334 | 0 | $1.9K | -$68 | 0.0% |
| Russell Investments Group, Ltd. | 190 | 0 | $705 | -$25 | 0.0% |
| MTM Investment Management, LLC | 170 | 0 | $631 | -$22 | 0.0% |
| WEDBUSH SECURITIES INC | 11,843 | 0 | $44 | -$1 | 0.0% |
| ROTHSCHILD INVESTMENT LLC | 3 | 0 | $11 | -$1 | 0.0% |
| HUNTINGTON NATIONAL BANK | 1 | 0 | $4 | $0 | 0.0% |
Sold Out(9)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Wela Strategies, Inc. | 0 | -127,018 | $0 | -$487.7K | — |
| MML INVESTORS SERVICES, LLC | 0 | -28,255 | $0 | -$108.5K | — |
| Integrated Wealth Concepts LLC | 0 | -15,175 | $0 | -$58.3K | — |
| Balyasny Asset Management LLC | 0 | -13,054 | $0 | -$50.1K | — |
| Mach-1 Financial Group, LLC | 0 | -12,999 | $0 | -$49.9K | — |
| CITADEL ADVISORS LLC | 0 | -12,269 | $0 | -$47.1K | — |
| Larson Financial Group LLC | 0 | -5,850 | $0 | -$22.5K | — |
| Newbridge Financial Services Group, Inc. | 0 | -1,272 | $0 | -$4.9K | — |
| Virtu Financial LLC | 0 | -37,251 | $0 | -$143 | — |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| MORGAN STANLEY | 9,632,812 | $35.7M | +320,681 | 3.4% |
| Capital Investment Advisors, LLC | 2,889,829 | $10.7M | -226,091 | -7.3% |
| Invesco Ltd. | 1,220,952 | $4.5M | +201,345 | 19.7% |
| FCA CORP /TX | 1,140,561 | $4.2M | -47,030 | -4.0% |
| WELLS FARGO & COMPANY/MN | 776,289 | $2.9M | +92,096 | 13.5% |
| RAYMOND JAMES FINANCIAL INC | 702,709 | $2.6M | -5,124 | -0.7% |
| WOLVERINE ASSET MANAGEMENT LLC | 640,496 | $2.4M | +375,140 | 141.4% |
| Rareview Capital LLC | 572,495 | $2.3M | +572,495 | — |
| Shaker Financial Services, LLC | 613,763 | $2.3M | +402,861 | 191.0% |
| UBS Group AG | 534,544 | $2.0M | -218,646 | -29.0% |
| READYSTATE ASSET MANAGEMENT LP | 477,054 | $1.8M | +383,537 | 410.1% |
| JONES FINANCIAL COMPANIES LLLP | 417,109 | $1.5M | +97,379 | 30.4% |
| Chicago Partners Investment Group LLC | 398,939 | $1.5M | +4,559 | 1.1% |
| LPL Financial LLC | 385,003 | $1.4M | +105,685 | 37.8% |
| BANK OF AMERICA CORP /DE/ | 358,800 | $1.3M | -30,475 | -7.8% |
| ABSOLUTE INVESTMENT ADVISERS LLC | 327,231 | $1.2M | +327,231 | — |
| Pathway Financial Advisers, LLC | 277,703 | $1.0M | +5,376 | 2.0% |
| FIRST TRUST ADVISORS LP | 240,618 | $892.7K | -10,310 | -4.1% |
| Fortis Group Advisors, LLC | 213,476 | $804.8K | -2,183 | -1.0% |
| JANE STREET GROUP, LLC | 195,056 | $723.7K | +102,915 | 111.7% |
New & Closed Positions this quarter
Closed Positions
9 managers exited
Top five by prior-quarter value
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for HIO against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.