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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
BBPWM
26
Blue Bell Private Wealth Management
Pennsylvania
$795K +$75K +12,302 +10%
AC
27
Aristides Capital
Kentucky
$789K +$28K +4,600 +3%
NFG
28
Nations Financial Group
Iowa
$698K
HighTower Advisors
29
HighTower Advisors
Illinois
$651K -$28.3K -4,640 -4%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$649K +$104K +17,113 +18%
Osaic Holdings
31
Osaic Holdings
Arizona
$631K +$26.8K +4,402 +4%
GWM
32
Gilpin Wealth Management
Colorado
$523K +$4.18K +686 +0.8%
AUIM
33
Aegon USA Investment Management
Iowa
$454K -$53.2K -8,737 -10%
SIC
34
Samalin Investment Counsel
New York
$442K -$40.6K -6,668 -8%
Calamos Advisors
35
Calamos Advisors
Illinois
$427K +$195K +32,079 +75%
Creative Planning
36
Creative Planning
Kansas
$391K +$137K +22,560 +49%
AWM
37
Ariadne Wealth Management
California
$302K +$61 +10 +0%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$292K -$27.1K -4,449 -8%
PWAM
39
Papamarkou Wellner Asset Management
New York
$257K
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$213K -$245K -40,266 -52%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$205K
KAS
42
Kestra Advisory Services
Texas
$201K +$6.75K +1,108 +3%
ICMP
43
Integrated Capital Management (Pennsylvania)
Pennsylvania
$194K -$32.9K -5,392 -14%
Jane Street
44
Jane Street
New York
$186K -$518K -84,932 -72%
CL
45
CSS LLC
Illinois
$186K
EPW
46
Evolve Private Wealth
California
$178K -$1.36K -223 -0.7%
Mariner
47
Mariner
Kansas
$173K -$1.96K -321 -1%
AHL
48
Abel Hall LLC
Louisiana
$171K +$60.9K +10,000 +50%
MWM
49
Melfa Wealth Management
Massachusetts
$166K
IFG
50
Independent Financial Group
California
$163K +$1.66K +272 +1%