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HFRO

Highland Opportunities and Income Fund

95 hedge funds and large institutions have $173M invested in Highland Opportunities and Income Fund in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.21% more ownership

Funds ownership: 53.61%54.83% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $177M → $173M (-$4.21M)

3% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 31

10% less funds holding

Funds holding: 10595 (-10)

58% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 12

Holders
95
Holders Change
-10
Holders Change %
-9.52%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
30
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CC
51
CF Capital
Massachusetts
$126K -$1.04M -170,620 -89%
KWS
52
Keystone Wealth Services
California
$122K +$2.47K +405 +2%
BRWA
53
B. Riley Wealth Advisors
Florida
$119K +$131K +21,503 New
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$116K -$25.5K -4,184 -17%
XT
55
XTX Topco
Cayman Islands
$114K -$109K -17,866 -47%
UBS Group
56
UBS Group
Switzerland
$106K -$1.89K -310 -2%
OCPWS
57
One Charles Private Wealth Services
Massachusetts
$98.5K
MML Investors Services
58
MML Investors Services
Massachusetts
$93.3K -$20.5K -3,370 -17%
Citadel Advisors
59
Citadel Advisors
Florida
$88.9K -$27.3K -4,482 -22%
CIAS
60
Capital Investment Advisory Services
North Carolina
$73.5K -$2.94K -483 -4%
SI
61
Stephens Inc
Arkansas
$72.8K
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$71.5K -$6.24K -1,024 -8%
USCWA
63
U.S. Capital Wealth Advisors
Texas
$68.8K -$4.77K -783 -6%
Koshinski Asset Management
64
Koshinski Asset Management
Illinois
$66.4K
BI
65
Bulldog Investors
New Jersey
$61.2K
NAS
66
NWF Advisory Services
California
$59.4K -$62.8K -10,300 -50%
CW
67
Channel Wealth
California
$57.5K -$25.2K -4,142 -29%
KPF
68
K2 Principal Fund
Ontario, Canada
$57.3K
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$50.8K +$22.7K +3,720 +72%
Wells Fargo
70
Wells Fargo
California
$44.8K +$47.8K +7,847 +392,350%
ASN
71
Advisory Services Network
Georgia
$42.6K +$45.5K +7,458 New
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$35.2K +$37.5K +6,156 New
LWMI
73
Legacy Wealth Management (Idaho)
Idaho
$29.9K
IA
74
IFP Advisors
Florida
$22.9K -$7.34K -1,205 -23%
BW
75
Basepoint Wealth
Iowa
$21K