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HFRO

Highland Opportunities and Income Fund

95 hedge funds and large institutions have $173M invested in Highland Opportunities and Income Fund in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.21% more ownership

Funds ownership: 53.61%54.83% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $177M → $173M (-$4.21M)

3% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 31

10% less funds holding

Funds holding: 10595 (-10)

58% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 12

Holders
95
Holders Change
-10
Holders Change %
-9.52%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
30
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$29.4M +$2.88M +473,221 +10%
NAM
2
Nexpoint Asset Management
Texas
$23.6M +$2.78M +455,848 +12%
Raymond James Financial
3
Raymond James Financial
Florida
$22.4M +$786K +129,043 +3%
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$15.5M +$1.57M +258,376 +11%
Morgan Stanley
5
Morgan Stanley
New York
$14.5M -$1.7M -278,543 -10%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$12.3M +$284K +46,544 +2%
Invesco
7
Invesco
Georgia
$8.04M +$250K +41,052 +3%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$5.51M +$96.4K +15,818 +2%
GWM
9
Geneos Wealth Management
Colorado
$3.84M -$1.56M -255,673 -28%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.6M -$222K -36,389 -5%
LPL Financial
11
LPL Financial
California
$3.56M -$83.9K -13,761 -2%
MC
12
Matisse Capital
Oregon
$3.52M
OC
13
Oppenheimer & Co
New York
$2.63M +$63.6K +10,432 +2%
CP
14
Camelot Portfolios
Ohio
$1.81M -$223K -36,540 -10%
ACM
15
Altium Capital Management
New York
$1.58M +$817K +134,009 +94%
CEFA
16
Closed-End Fund Advisors
Virginia
$1.34M +$1.15K +188 +0.1%
CL
17
Choreo LLC
Illinois
$1.24M -$77.2K -12,668 -5%
MG
18
Marex Group
$1.17M -$488K -80,112 -28%
PAS
19
Park Avenue Securities
New York
$1.04M -$17.9K -2,943 -2%
LCM
20
Landscape Capital Management
New Jersey
$1.04M
NA
21
NewEdge Advisors
Louisiana
$950K +$218K +35,692 +27%
CAM
22
Concorde Asset Management
Michigan
$949K +$163K +26,730 +19%
ACM
23
Arlington Capital Management
Illinois
$881K +$18.9K +3,101 +2%
HI
24
Harbour Investments
Wisconsin
$812K +$867K +142,243 New
IWM
25
IHT Wealth Management
Illinois
$803K -$43.1K -7,074 -5%