HFRO

Highland Opportunities and Income Fund

91 hedge funds and large institutions have $138M invested in Highland Opportunities and Income Fund in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
26
Aristides Capital
Kentucky
$694K
UBS Group
27
UBS Group
Switzerland
$673K
NA
28
NewEdge Advisors
Louisiana
$634K
Baird Financial Group
29
Baird Financial Group
Wisconsin
$605K
GC
30
GatePass Capital
Ohio
$604K
AUIM
31
Aegon USA Investment Management
Iowa
$551K
SIC
32
Samalin Investment Counsel
New York
$471K
YCM
33
Yakira Capital Management
Connecticut
$467K
BBPWM
34
Blue Bell Private Wealth Management
Pennsylvania
$405K
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$368K
Envestnet Portfolio Solutions
36
Envestnet Portfolio Solutions
Illinois
$348K
AWM
37
Ariadne Wealth Management
California
$319K
AWS
38
Atria Wealth Solutions
New York
$315K
NAS
39
NWF Advisory Services
California
$288K
ICMP
40
Integrated Capital Management (Pennsylvania)
Pennsylvania
$285K
Creative Planning
41
Creative Planning
Kansas
$240K
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$236K
Mariner
43
Mariner
Kansas
$206K
MFG
44
MidWestOne Financial Group
Iowa
$190K
CL
45
CSS LLC
Illinois
$169K
PWAM
46
Papamarkou Wellner Asset Management
New York
$156K
MWM
47
Melfa Wealth Management
Massachusetts
$152K
KWM
48
Kingsview Wealth Management
Oregon
$151K
PAG
49
Private Advisor Group
New Jersey
$150K
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$141K