Who Owns Western Asset High Income Fund II, Inc. (HIX)?Hedge Fund & Institutional Holders

$3.91-0.02 (-0.51%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.590600070000004e+256T

% of Float Held

—

QoQ Change in Holders

+12 / -5

Price History

$3.75$3.95$4.14$4.33$4.53Aug 24Jun 25Mar 26

HIX — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
GraniteShares Advisors LLCNew Position+664K+$2.0B
NWF Advisory Services Inc.Increased+446K+$1.8B
Shaker Financial Services, LLCNew Position+404K+$1.7B
GUGGENHEIM CAPITAL LLCIncreased+302K+$946.3M
OPPENHEIMER & CO INCNew Position+223K+$926.0M
MELFA WEALTH MANAGEMENT, INC.New Position+126K+$526.0M
UBS Group AGIncreased+276K+$457.8M
Total Wealth Planning & Management, Inc.New Position+72K+$300.0M
AEGON USA Investment Management, LLCNew Position+61K+$252.0M
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.New Position+44K+$182.0M
FULTON BREAKEFIELD BROENNIMAN LLCNew Position+23K+$94.0M
PFG Investments, LLCNew Position+22K+$91.0M
STEINBERGANNA WEALTH MANAGEMENTNew Position+21K+$85.0M
D.A. DAVIDSON & CO.New Position+19K+$76.0M
United Asset Strategies, Inc.New Position+17K+$70.0M

HIX — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
WELLS FARGO & COMPANY/MNDecreased-412K-$3.0B
Rockefeller Capital Management L.P.Decreased-4K-$830.2M
RAYMOND JAMES FINANCIAL INCDecreased-22K-$829.3M
NewEdge Advisors, LLCDecreased-11K-$678.7M
Invesco Ltd.Decreased-38K-$342.6M
Cetera Investment AdvisersDecreased-3K-$312.4M
AMERIPRISE FINANCIAL INCDecreased-25K-$247.7M
Tactive Advisors, LLCClosed Position-36K-$156.0M
Mariner, LLCDecreased-9K-$115.6M
CHOREO, LLCDecreased-684-$100.4M
TWO SIGMA SECURITIES, LLCClosed Position-18K-$77.9M
Mach-1 Financial Group, LLCClosed Position-17K-$75.7M
Sonora Investment Management Group, LLCClosed Position-16K-$69.6M
STIFEL FINANCIAL CORPClosed Position-16K-$69.5M
GREAT VALLEY ADVISOR GROUP, INC.Decreased-3K-$58.8M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1UBS Group AG3,823,789$15.9B2.58%Share
2WELLS FARGO & COMPANY/MN1,822,577$7.0B1.27%Share
3Invesco Ltd.924,065$3.8B0.59%Share
4OSAIC HOLDINGS, INC.570,837$2.0B2.92%Share
5GUGGENHEIM CAPITAL LLC544,204$2.0B14.32%Share
6AMERIPRISE FINANCIAL INC491,352$2.0B0.45%Share
7GraniteShares Advisors LLC663,931$2.0B1.22%Share
8NWF Advisory Services Inc.463,940$1.9B0.21%Share
9Shaker Financial Services, LLC403,653$1.7B0.53%Share
10OPPENHEIMER & CO INC222,723$926.0M13.15%Share
11ROBINSON CAPITAL MANAGEMENT, LLC147,805$614.0M0.25%Share
12MELFA WEALTH MANAGEMENT, INC.126,446$526.0M0.30%Share
13Total Wealth Planning & Management, Inc.72,274$300.0M0.22%Share
14Sage Capital Advisors,llc69,918$290.0M0.07%Share
15UBS Group AG66,729$277.0M0.04%Share
16AEGON USA Investment Management, LLC60,614$252.0M0.18%Share
17MOSAIC FAMILY WEALTH PARTNERS, LLC40,326$167.0M0.02%Share
18Argyle Capital Partners, LLC38,548$160.0M0.12%Share
19Sunpointe, LLC36,411$151.0M0.05%Share
20MRA Advisory Group27,173$113.0M0.05%Share
21Kovack Advisors, Inc.25,502$105.0M0.01%Share
22LANDSCAPE CAPITAL MANAGEMENT, L.L.C.22,992$95.0M0.01%Share
23FULTON BREAKEFIELD BROENNIMAN LLC22,800$94.0M0.01%Share
24PFG Investments, LLC22,066$91.0M0.00%Share
25Integrity Advisory Solutions, LLC20,850$86.0M0.01%Share
26STEINBERGANNA WEALTH MANAGEMENT20,563$85.0M0.04%Share
27D.A. DAVIDSON & CO.18,506$76.0M0.47%Share
28United Asset Strategies, Inc.16,836$70.0M0.01%Share
29UBS Group AG16,155$67.0M0.01%Share
30Belpointe Asset Management LLC13,637$56.0M0.00%Share
31LANDSCAPE CAPITAL MANAGEMENT, L.L.C.12,777$53.0M0.00%Share
32ACCREDITED INVESTOR SERVICES, LLC12,631$52.0M0.03%Share
33Shulman DeMeo Asset Management LLC11,444$47.0M0.01%Share
34ASHTON THOMAS SECURITIES, LLC11,000$45.0M0.01%Share
35Marshall & Sterling Wealth Advisors Inc.8,422$35.0M0.02%Share
36CoreCap Advisors, LLC8,320$34.0M0.00%Share
37LANDSCAPE CAPITAL MANAGEMENT, L.L.C.8,377$34.0M0.00%Share
38Penserra Capital Management LLC2,658,545$11.0M0.13%Share
39Golden State Wealth Management, LLC2,056$8.0M0.00%Share
40HIGHLINE WEALTH PARTNERS LLC2,000$8.0M0.00%Share
41MORGAN STANLEY1,220,052$5.0M0.00%Share
42WPG Advisers, LLC1,235$5.0M0.00%Share
43ALERUS FINANCIAL NA1,232$5.0M0.00%Share
44COMERICA BANK1,102$4.0M0.02%Share
45INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC750$3.0M0.00%Share
46Farther Finance Advisors, LLC650$2.0M0.02%Share
47MORGAN STANLEY572,451$2.0M0.00%Share
48World Investment Advisors100,512$418K0.01%Share
49Virtu Financial LLC47,062$196K0.01%Share
50Chicago Partners Investment Group LLC43,335$182K0.00%Share

HIX Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202592$43.3B+42
Q3 202550$41.9B-27
Q2 202577$48.8B-6
Q1 202583$56.9B+16
Q4 202467$127.8B+23
Q3 202444$534.2B+1
Q2 202443$66.2B+4
Q1 202439$39.6B—

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As of Q4 2025, 50 institutional investors hold HIX (Western Asset High Income Fund II, Inc.). The largest holder is UBS Group AG with $15.9B in shares. This quarter, 12 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own HIX?

As of Q4 2025, 50 institutional investors report holding HIX (Western Asset High Income Fund II, Inc.) in their 13F filings.

Who is the largest institutional holder of HIX?

The largest institutional holder of HIX is UBS Group AG with $15.9B in shares.

Is institutional ownership of HIX increasing or decreasing?

This quarter, 12 institutions opened new positions in HIX and 5 closed their positions.