HFRO

Highland Opportunities and Income Fund

93 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, 27 increasing their positions, 39 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

35% less capital invested

Capital invested by funds: $208M → $136M (-$71.8M)

59% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 22

Holders
93
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$8.05M
2 +$1.1M
3 +$1.07M
4
Morgan Stanley
Morgan Stanley
New York
+$1.03M
5
CP
Camelot Portfolios
Ohio
+$497K
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$612K
Baird Financial Group
27
Baird Financial Group
Wisconsin
$605K
GC
28
GatePass Capital
Ohio
$571K
AUIM
29
Aegon USA Investment Management
Iowa
$551K
SIC
30
Samalin Investment Counsel
New York
$499K
ACM
31
Arlington Capital Management
Illinois
$466K
SA
32
SFI Advisors
New Jersey
$423K
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$340K
BBPWM
34
Blue Bell Private Wealth Management
Pennsylvania
$326K
Envestnet Portfolio Solutions
35
Envestnet Portfolio Solutions
Illinois
$322K
AWS
36
Atria Wealth Solutions
New York
$287K
ICMP
37
Integrated Capital Management (Pennsylvania)
Pennsylvania
$278K
AWM
38
Ariadne Wealth Management
California
$267K
CAM
39
Concorde Asset Management
Michigan
$266K
Creative Planning
40
Creative Planning
Kansas
$240K
MFG
41
MidWestOne Financial Group
Iowa
$190K
CL
42
CSS LLC
Illinois
$169K
UBS Group
43
UBS Group
Switzerland
$167K
PAG
44
Private Advisor Group
New Jersey
$156K
Mariner
45
Mariner
Kansas
$156K
IA
46
Icon Advisers
Colorado
$154K
MWM
47
Melfa Wealth Management
Massachusetts
$152K
Calamos Advisors
48
Calamos Advisors
Illinois
$150K
PWAM
49
Papamarkou Wellner Asset Management
New York
$149K
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$141K