HFRO

Highland Opportunities and Income Fund
HFRO

Overview Fund Activity

87 hedge funds and large institutions have $137M invested in Highland Opportunities and Income Fund in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 11 closing their positions.

Holders
87
Holders Change
-5
Holders Change %
-5.43%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
10
Increased
28
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$11.8M
2
Verition Fund Management
2
Verition Fund Management
Connecticut
$1.37M
3
LCM
3
Landscape Capital Management
New Jersey
$3.52M
4
UBS Group
4
UBS Group
Switzerland
$673K
5
ACM
5
Arlington Capital Management
Illinois
$910K

Top Sellers

1
GWM
1
Geneos Wealth Management
Colorado
$5.24M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.23M
3
Raymond James Financial
3
Raymond James Financial
Florida
$19.6M
4
NFG
4
Nations Financial Group
Iowa
$759K
5
CL
5
Choreo LLC
Illinois
$1.1M
Name Market Value Shares Shares
Change 		Shares
Change %
AC
26
Aristides Capital
Kentucky
$694K 133,496 – –
UBS Group
27
UBS Group
Switzerland
$673K 129,363 +97,244 +303%
NA
28
NewEdge Advisors
Louisiana
$634K 121,872 +4,139 +4%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$605K 116,349 – –
AUIM
30
Aegon USA Investment Management
Iowa
$551K 105,895 – –
SIC
31
Samalin Investment Counsel
New York
$471K 90,494 -5,519 -6%
YCM
32
Yakira Capital Management
Connecticut
$467K 89,875 -59,560 -40%
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
$405K 77,907 +15,134 +24%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$368K 70,716 +5,424 +8%
Envestnet Portfolio Solutions
35
Envestnet Portfolio Solutions
Illinois
$348K 66,964 +5,112 +8%
AWM
36
Ariadne Wealth Management
California
$319K 52,862 +16 +0%
AWS
37
Atria Wealth Solutions
New York
$315K 60,569 +5,440 +10%
ICMP
38
Integrated Capital Management (Pennsylvania)
Pennsylvania
$285K 54,872 +1,446 +3%
Creative Planning
39
Creative Planning
Kansas
$240K 46,182 +4 +0%
Mariner
40
Mariner
Kansas
$206K 39,556 +9,514 +32%
MFG
41
MidWestOne Financial Group
Iowa
$190K 36,578 – –
CL
42
CSS LLC
Illinois
$169K 32,516 – –
PWAM
43
Papamarkou Wellner Asset Management
New York
$156K 30,000 – –
MWM
44
Melfa Wealth Management
Massachusetts
$152K 29,135 – –
KWM
45
Kingsview Wealth Management
Oregon
$151K 29,091 +2,300 +9%
PAG
46
Private Advisor Group
New Jersey
$150K 28,875 -1,185 -4%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$141K 27,126 +24 +0.1%
Calamos Advisors
48
Calamos Advisors
Illinois
$138K 26,592 -2,312 -8%
BRWA
49
B. Riley Wealth Advisors
Florida
$127K 24,430 +24,430 New
KAS
50
Kestra Advisory Services
Texas
$122K 23,466 +396 +2%
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