HFRO

Highland Opportunities and Income Fund
HFRO

Overview Fund Activity

87 hedge funds and large institutions have $137M invested in Highland Opportunities and Income Fund in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 11 closing their positions.

Holders
87
Holders Change
-5
Holders Change %
-5.43%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
10
Increased
28
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$11.8M
2
Verition Fund Management
2
Verition Fund Management
Connecticut
$1.37M
3
LCM
3
Landscape Capital Management
New Jersey
$3.52M
4
UBS Group
4
UBS Group
Switzerland
$673K
5
ACM
5
Arlington Capital Management
Illinois
$910K

Top Sellers

1
GWM
1
Geneos Wealth Management
Colorado
$5.24M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.23M
3
Raymond James Financial
3
Raymond James Financial
Florida
$19.6M
4
NFG
4
Nations Financial Group
Iowa
$759K
5
CL
5
Choreo LLC
Illinois
$1.1M
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$119K 22,946 +1,812 +9%
KWS
52
Keystone Wealth Services
California
$105K 20,147 +447 +2%
AHL
53
Abel Hall LLC
Louisiana
$104K 20,000 +20,000 New
OCPWS
54
One Charles Private Wealth Services
Massachusetts
$89.7K 17,248 – –
CW
55
Channel Wealth
California
$87K 16,722 – –
Citadel Advisors
56
Citadel Advisors
Florida
$84.8K 16,308 +16,308 New
SCM
57
Sage Capital Management
New Jersey
$78.7K 15,129 -11,047 -42%
USCWA
58
U.S. Capital Wealth Advisors
Texas
$77.1K 14,827 – –
LI
59
LifeWealth Investments
Florida
$76.1K 14,625 +14,625 New
CIAS
60
Capital Investment Advisory Services
North Carolina
$67.3K 12,941 +2,238 +21%
SI
61
Stephens Inc
Arkansas
$66.3K 12,743 -200 -2%
Koshinski Asset Management
62
Koshinski Asset Management
Illinois
$60.5K 11,625 – –
HF
63
HRT Financial
New York
$60K 11,680 +11,680 New
Stifel Financial
64
Stifel Financial
Missouri
$59.8K 11,497 +11,497 New
BI
65
Bulldog Investors
New Jersey
$55.7K 10,715 -3 -0%
Truist Financial
66
Truist Financial
North Carolina
$54.5K 10,488 -1,551 -13%
Wells Fargo
67
Wells Fargo
California
$33.8K 6,497 +6,496 +649,600%
Comerica Bank
68
Comerica Bank
Texas
$33.4K 6,420 -32 -0.5%
LWMI
69
Legacy Wealth Management (Idaho)
Idaho
$27.4K 5,270 – –
LIS
70
Legacy Investment Solutions
Idaho
$27.4K 5,270 +5,270 New
SWM
71
Spire Wealth Management
Virginia
$15.6K 3,000 – –
CFD
72
Creative Financial Designs
Indiana
$12.3K 2,363 – –
BAM
73
Byrne Asset Management
New Jersey
$9.36K 1,800 – –
US Bancorp
74
US Bancorp
Minnesota
$9.23K 1,775 +1 +0.1%
SPIA
75
Steward Partners Investment Advisory
New York
$6.56K 1,261 – –
1 2
3
4