HFRO

Highland Opportunities and Income Fund
HFRO

Overview Fund Activity

90 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, 29 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
-2
Holders Change %
-2.17%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
29
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
+$11.8M
2
Verition Fund Management
Verition Fund Management
Connecticut
+$1.37M
3
LCM
Landscape Capital Management
New Jersey
+$768K
4
UBS Group
UBS Group
Switzerland
+$506K
5
ACM
Arlington Capital Management
Illinois
+$444K

Top Sellers

1
GWM
Geneos Wealth Management
Colorado
-$5.52M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.24M
3
Raymond James Financial
Raymond James Financial
Florida
-$1.33M
4
NFG
Nations Financial Group
Iowa
-$1.1M
5
CL
Choreo LLC
Illinois
-$788K
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
26
Aristides Capital
Kentucky
$694K – – –
UBS Group
27
UBS Group
Switzerland
$673K +$506K +97,244 +303%
NA
28
NewEdge Advisors
Louisiana
$634K +$21.5K +4,139 +4%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$605K – – –
AUIM
30
Aegon USA Investment Management
Iowa
$551K – – –
SIC
31
Samalin Investment Counsel
New York
$471K -$28.7K -5,519 -6%
YCM
32
Yakira Capital Management
Connecticut
$467K -$310K -59,560 -40%
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
$405K +$78.7K +15,134 +24%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$368K +$28.2K +5,424 +8%
Envestnet Portfolio Solutions
35
Envestnet Portfolio Solutions
Illinois
$348K +$26.6K +5,112 +8%
AWM
36
Ariadne Wealth Management
California
$319K +$96 +16 +0%
AWS
37
Atria Wealth Solutions
New York
$315K +$28.3K +5,440 +10%
NAS
38
NWF Advisory Services
California
$288K -$783K -150,600 -73%
ICMP
39
Integrated Capital Management (Pennsylvania)
Pennsylvania
$285K +$7.52K +1,446 +3%
Creative Planning
40
Creative Planning
Kansas
$240K +$21 +4 +0%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$236K +$236K +45,352 New
Mariner
42
Mariner
Kansas
$206K +$49.5K +9,514 +32%
MFG
43
MidWestOne Financial Group
Iowa
$190K – – –
CL
44
CSS LLC
Illinois
$169K – – –
PWAM
45
Papamarkou Wellner Asset Management
New York
$156K – – –
MWM
46
Melfa Wealth Management
Massachusetts
$152K – – –
KWM
47
Kingsview Wealth Management
Oregon
$151K +$12K +2,300 +9%
PAG
48
Private Advisor Group
New Jersey
$150K -$6.16K -1,185 -4%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$141K +$125 +24 +0.1%
Calamos Advisors
50
Calamos Advisors
Illinois
$138K -$12K -2,312 -8%
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