HFRO

Highland Opportunities and Income Fund
HFRO

Overview Fund Activity

92 hedge funds and large institutions have $136M invested in Highland Opportunities and Income Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 39 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
-18
Holders Change %
-16.36%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
26
Reduced
39
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWM
Geneos Wealth Management
Colorado
+$8.05M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.1M
3
NAS
NWF Advisory Services
California
+$1.07M
4
Morgan Stanley
Morgan Stanley
New York
+$1.03M
5
CP
Camelot Portfolios
Ohio
+$497K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.74M
2
AGM
Alpine Global Management
New York
-$2.6M
3
IA
Icon Advisers
Colorado
-$2.57M
4
LCM
Landscape Capital Management
New Jersey
-$2.03M
5
CC
CF Capital
Massachusetts
-$1.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$612K -$32.8K -6,313 -5%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$605K +$11.2K +2,162 +2%
AUIM
28
Aegon USA Investment Management
Iowa
$551K -$472K -90,720 -46%
SIC
29
Samalin Investment Counsel
New York
$499K +$116K +22,400 +30%
ACM
30
Arlington Capital Management
Illinois
$466K -$34.2K -6,568 -7%
SA
31
SFI Advisors
New Jersey
$423K +$260K +49,949 +160%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$340K +$42.3K +8,128 +14%
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
$326K -$53.1K -10,204 -14%
Envestnet Portfolio Solutions
34
Envestnet Portfolio Solutions
Illinois
$322K +$10.2K +1,966 +3%
AWS
35
Atria Wealth Solutions
New York
$287K +$62 +12 +0%
ICMP
36
Integrated Capital Management (Pennsylvania)
Pennsylvania
$278K +$54.5K +10,479 +24%
AWM
37
Ariadne Wealth Management
California
$267K +$1.99K +393 +0.7%
CAM
38
Concorde Asset Management
Michigan
$266K -$9.2K -1,900 -3%
Creative Planning
39
Creative Planning
Kansas
$240K -$23.8K -4,576 -9%
MFG
40
MidWestOne Financial Group
Iowa
$190K – – –
CL
41
CSS LLC
Illinois
$169K +$54.3K +10,444 +47%
UBS Group
42
UBS Group
Switzerland
$167K -$238K -45,741 -59%
PAG
43
Private Advisor Group
New Jersey
$156K +$25.3K +4,867 +19%
Mariner
44
Mariner
Kansas
$156K +$156K +30,042 New
IA
45
Icon Advisers
Colorado
$154K -$2.57M -494,954 -94%
MWM
46
Melfa Wealth Management
Massachusetts
$152K – – –
Calamos Advisors
47
Calamos Advisors
Illinois
$150K -$129K -24,839 -46%
PWAM
48
Papamarkou Wellner Asset Management
New York
$149K – – –
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$141K -$157K -30,183 -53%
KWM
50
Kingsview Wealth Management
Oregon
$139K +$11.4K +2,187 +9%
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