Western Asset High Yield Defined Opportunity Fund
HYI • XNYS
Western Asset High Yield Defined Opportunity Fund is a publicly traded company on XNYS. As of Q3 2025, 42 institutional investors hold shares in this company, with total holdings valued at $35.1M. RAYMOND JAMES FINANCIAL INC is the largest holder with a position valued at $6.2M.
Overview
Overview of institutional ownership in HYI as of Q3 2025
All Institutions
- Institutions
- 42
- Value Held
- $35.1M
- Shares Held
- 3.0M
- Avg Position
- $835.7K
- Median Position
- $264.9K
Hedge Funds
- Hedge Funds
- 3
- Value Held
- $1.2M
- Shares Held
- 99.9K
- Avg Position
- $390.1K
- Median Position
- $349.7K
Biggest Investors
Institutions with the largest positions in HYI as of Q3 2025
| Institution | Position Value |
|---|---|
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $6.2M 0.00% of portfolio |
G GUGGENHEIM CAPITAL LLC Institution | $4.7M 0.04% of portfolio |
 Huntleigh Advisors, Inc. RIA/Wealth | $3.8M 0.66% of portfolio |
 Uncommon Cents Investing LLC RIA/Wealth | $3.4M 0.84% of portfolio |
J JANE STREET GROUP, LLC Institution | $2.2M 0.00% of portfolio |
 Rockefeller Capital Management L.P. Long Only Manager | $1.9M 0.00% of portfolio |
 MORGAN STANLEY RIA/Wealth | $1.5M 0.00% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $1.4M 0.00% of portfolio |
 Capital Investment Advisors, LLC RIA/Wealth | $1.3M 0.02% of portfolio |
T TFB Advisors LLC RIA/Wealth | $1.0M 0.31% of portfolio |
Net Capital Flow
Institutional buying and selling activity for HYI in Q3 2025
- Traded
- −$27.3M
- Buyers
- 19
- Sellers
- 32
- Total Bought
- +$1.8M
- Total Sold
- −$29.1M
- Avg Position
- $548.4K
Biggest Buyers
| Institution | Net Bought |
|---|---|
Rockefeller Capital Management L.P. Long Only Manager | +$930.4K +79.5K shares |
 WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | +$267.8K +22.9K shares |
R READYSTATE ASSET MANAGEMENT LP Hedge Fund•Multi-Strategy | +$151.5K +12.9K shares |
 Pensionmark Financial Group, LLC Pension/Endowment | +$139.5K +11.9K shares |
A Advisor Group Holdings, Inc. Institution | +$75.9K +6.5K shares |
A Advisory Services Network, LLC RIA/Wealth | +$73.2K +6.3K shares |
L LPL Financial LLC Institution | +$39.0K +3.3K shares |
 Shaker Financial Services, LLC RIA/Wealth | +$31.0K +2.6K shares |
 Farther Finance Advisors, LLC RIA/Wealth | +$23.4K +2.0K shares |
 Cetera Investment Advisers RIA/Wealth | +$19.1K +1.6K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Long Only Manager | −$9.7M −806.5K shares |
 ICON ADVISERS INC/CO Long Only Manager | −$8.0M −664.5K shares |
WELLS FARGO & COMPANY/MN Institution | −$2.1M −176.6K shares |
 RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy | −$1.2M −98.6K shares |
 Hara Capital LLC RIA/Wealth | −$975.4K −81.4K shares |
−$917.5K −76.6K shares | |
 1607 Capital Partners, LLC Hedge Fund•Sector | −$848.5K −70.8K shares |
 Camelot Portfolios, LLC RIA/Wealth | −$825.1K −68.9K shares |
Huntleigh Advisors, Inc. RIA/Wealth | −$615.6K −52.6K shares |
 Almitas Capital LLC RIA/Wealth | −$547.7K −45.7K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited HYI in Q3 2025
- New Positions
- 9
- New Value
- $190.8K
- Exited Positions
- 22
- Exited Value
- $25.2M
New Positions
| Institution | Position Value |
|---|---|
Pensionmark Financial Group, LLC Pension/Endowment | $139.5K 11.9K shares |
Farther Finance Advisors, LLC RIA/Wealth | $23.4K 2.0K shares |
 Strategic Advocates LLC RIA/Wealth | $15.2K 1.3K shares |
 Turim 21 Investimentos Ltda. RIA/Wealth | $9.8K 838.0 shares |
 HIGHLINE WEALTH PARTNERS LLC RIA/Wealth | $2.9K 250.0 shares |
 CWM, LLC RIA/Wealth | - - shares |
 Janney Montgomery Scott LLC RIA/Wealth | - - shares |
 SIT INVESTMENT ASSOCIATES INC Long Only Manager | - - shares |
 COHEN & STEERS INC Institution | - - shares |
Exited Positions
| Institution | Previous Position |
|---|---|
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Long Only Manager | $9.7M 806.5K shares |
ICON ADVISERS INC/CO Long Only Manager | $8.0M 664.5K shares |
RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy | $1.2M 98.6K shares |
Hara Capital LLC RIA/Wealth | $975.4K 81.4K shares |
$917.5K 76.6K shares | |
1607 Capital Partners, LLC Hedge Fund•Sector | $848.5K 70.8K shares |
Camelot Portfolios, LLC RIA/Wealth | $825.1K 68.9K shares |
Almitas Capital LLC RIA/Wealth | $547.7K 45.7K shares |
 Kovitz Investment Group Partners, LLC RIA/Wealth | $489.0K 40.8K shares |
 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD Long Only Manager | $412.2K 34.4K shares |
Options Activity
Institutions with the largest Call and Put options positions in HYI as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with HYI as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Uncommon Cents Investing LLC RIA/Wealth | 0.84% $3.4M |
Huntleigh Advisors, Inc. RIA/Wealth | 0.66% $3.8M |
 Everstar Asset Management, LLC Hedge Fund•Multi-Strategy | 0.31% $545.7K |
T TFB Advisors LLC RIA/Wealth | 0.31% $1.0M |
E E&G Advisors, LP RIA/Wealth | 0.20% $864.3K |
Shaker Financial Services, LLC RIA/Wealth | 0.17% $493.5K |
 Consolidated Portfolio Review Corp RIA/Wealth | 0.10% $756.8K |
 Morris Retirement Advisors, LLC RIA/Wealth | 0.06% $147.1K |
F Future Financial Wealth Managment LLC RIA/Wealth | 0.05% $74.9K |
G GUGGENHEIM CAPITAL LLC Institution | 0.04% $4.7M |
Hedge Fund Spotlight
Discover hedge funds investing in HYI
Everstar Asset Management, LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerLee Christopher Larson
- Portfolio Value
- $176.3M
- Positions
- 189
- Last Reported
- Q3 2025
Sector Allocation
Position in Western Asset High Yield Defined Opportunity Fund
- Market Value
- $545.7K
- Shares Held
- 46.6K
- Portfolio Weight
- 0.31%
- Owned Since
- 2024-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $9.9M | 5.59% | |
ETF ETF | $8.7M | 4.96% | |
ETF ETF | $7.9M | 4.49% |
