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HFRO

Highland Opportunities and Income Fund

105 hedge funds and large institutions have $177M invested in Highland Opportunities and Income Fund in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 25 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

12% more funds holding

Funds holding: 94105 (+11)

3.21% more ownership

Funds ownership: 50.4%53.61% (+3.2%)

0% more capital invested

Capital invested by funds: $177M → $177M (+$396K)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

17% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 30

Holders
105
Holders Change
+11
Holders Change %
+11.7%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
25
Reduced
30
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$781K +$60.9K +9,715 +8%
BBPWM
27
Blue Bell Private Wealth Management
Pennsylvania
$759K +$46.7K +7,451 +6%
NFG
28
Nations Financial Group
Iowa
$731K -$48.7K -7,769 -6%
HighTower Advisors
29
HighTower Advisors
Illinois
$710K -$38.8K -6,188 -5%
Jane Street
30
Jane Street
New York
$702K +$398K +63,597 +118%
Osaic Holdings
31
Osaic Holdings
Arizona
$635K -$1.22M -194,636 -65%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$578K +$10.6K +1,693 +2%
GWM
33
Gilpin Wealth Management
Colorado
$544K +$570K +90,956 New
AUIM
34
Aegon USA Investment Management
Iowa
$527K -$111K -17,727 -17%
SIC
35
Samalin Investment Counsel
New York
$503K -$127K -20,297 -19%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$464K +$308K +49,180 +174%
AWM
37
Ariadne Wealth Management
California
$340K +$88 +14 +0%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$332K -$100K -16,031 -22%
Creative Planning
39
Creative Planning
Kansas
$275K +$19 +3 +0%
PWAM
40
Papamarkou Wellner Asset Management
New York
$269K +$94K +15,000 +50%
Calamos Advisors
41
Calamos Advisors
Illinois
$256K +$65.2K +10,404 +32%
ICMP
42
Integrated Capital Management (Pennsylvania)
Pennsylvania
$235K -$9.9K -1,581 -4%
XT
43
XTX Topco
Cayman Islands
$226K +$237K +37,854 New
MFG
44
MidWestOne Financial Group
Iowa
$219K
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$214K +$224K +35,831 New
KAS
46
Kestra Advisory Services
Texas
$204K +$79.5K +12,687 +59%
HWM
47
HB Wealth Management
Georgia
$195K
CL
48
CSS LLC
Illinois
$194K
EPW
49
Evolve Private Wealth
California
$188K +$197K +31,437 New
Mariner
50
Mariner
Kansas
$183K -$36.7K -5,866 -16%