HFRO

Highland Opportunities and Income Fund

93 hedge funds and large institutions have $177M invested in Highland Opportunities and Income Fund in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$166K
BRWA
52
B. Riley Wealth Advisors
Florida
$155K
MML Investors Services
53
MML Investors Services
Massachusetts
$146K
KAS
54
Kestra Advisory Services
Texas
$136K
KWS
55
Keystone Wealth Services
California
$130K
AHL
56
Abel Hall LLC
Louisiana
$127K
Goldman Sachs
57
Goldman Sachs
New York
$123K
OCPWS
58
One Charles Private Wealth Services
Massachusetts
$110K
YCM
59
Yakira Capital Management
Connecticut
$99.4K
LI
60
LifeWealth Investments
Florida
$92.9K
CW
61
Channel Wealth
California
$90.3K
CIAS
62
Capital Investment Advisory Services
North Carolina
$83.5K
USCWA
63
U.S. Capital Wealth Advisors
Texas
$81.5K
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$81.1K
SI
65
Stephens Inc
Arkansas
$80.9K
Koshinski Asset Management
66
Koshinski Asset Management
Illinois
$73.8K
CFM
67
Catalyst Funds Management
Australia
$68.6K
BI
68
Bulldog Investors
New Jersey
$68K
ASN
69
Advisory Services Network
Georgia
$51.9K
Comerica Bank
70
Comerica Bank
Texas
$40.8K
LWMI
71
Legacy Wealth Management (Idaho)
Idaho
$33.3K
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$24K
CFD
73
Creative Financial Designs
Indiana
$15K
BAM
74
Byrne Asset Management
New Jersey
$11.4K
US Bancorp
75
US Bancorp
Minnesota
$11.3K