Russell Investments Group
HFRO

Russell Investments Group’s Highland Opportunities and Income Fund HFRO Stock Holding History

Russell Investments Group’s Portfolio HFRO Stock Details HFRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-400
Closed -$2.54K – 4209
2025
Q3 		$2.54K Buy
+400
New +$2.35K ﹤0.01% 3980

Other funds holding HFRO

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Russell Investments Group's HFRO Position: Q4 2025 in Review

Russell Investments Group sold out of Highland Opportunities and Income Fund (HFRO) in Q4 2025, closing a stake of 400 shares — an estimated $2.54K sold.

Russell Investments Group first reported a position in HFRO in Q3 2025 and held it in 1 quarter. The position peaked at $2.54K in Q3 2025. 105 funds tracked by Wall St. Rank hold HFRO as of Q4 2025.

  • Russell Investments Group reported no remaining Highland Opportunities and Income Fund position as of Q4 2025 after selling out during the quarter.
  • Russell Investments Group sold 400 Highland Opportunities and Income Fund shares in Q4 2025, an estimated $2.54K.
  • Russell Investments Group first reported a position in Highland Opportunities and Income Fund in Q3 2025 and held it in 1 quarter.
  • Russell Investments Group's Highland Opportunities and Income Fund position peaked at $2.54K in Q3 2025.
  • 105 funds tracked by Wall St. Rank held Highland Opportunities and Income Fund as of Q4 2025.

Based on Russell Investments Group's 13F filing for Q4 2025, filed 17 Feb 2026.