HFRO

Highland Opportunities and Income Fund
HFRO

Overview Fund Activity

92 hedge funds and large institutions have $136M invested in Highland Opportunities and Income Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 39 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
-18
Holders Change %
-16.36%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
26
Reduced
39
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWM
Geneos Wealth Management
Colorado
+$8.05M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.1M
3
NAS
NWF Advisory Services
California
+$1.07M
4
Morgan Stanley
Morgan Stanley
New York
+$1.03M
5
CP
Camelot Portfolios
Ohio
+$497K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.74M
2
AGM
Alpine Global Management
New York
-$2.6M
3
IA
Icon Advisers
Colorado
-$2.57M
4
LCM
Landscape Capital Management
New Jersey
-$2.03M
5
CC
CF Capital
Massachusetts
-$1.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
51
Sage Capital Management
New Jersey
$136K -$62.7K -12,066 -32%
KAS
52
Kestra Advisory Services
Texas
$120K +$1.91K +367 +2%
Jane Street
53
Jane Street
New York
$111K -$322K -61,828 -74%
MML Investors Services
54
MML Investors Services
Massachusetts
$110K +$30.7K +5,891 +39%
KWS
55
Keystone Wealth Services
California
$102K +$2.14K +412 +2%
OCPWS
56
One Charles Private Wealth Services
Massachusetts
$89.7K – – –
CW
57
Channel Wealth
California
$87K -$1.77K -340 -2%
IC
58
Inscription Capital
Texas
$83.8K +$83.8K +11,914 New
USCWA
59
U.S. Capital Wealth Advisors
Texas
$77.1K -$17.4K -3,337 -18%
SI
60
Stephens Inc
Arkansas
$67.3K -$4.69K -901 -7%
Truist Financial
61
Truist Financial
North Carolina
$62.6K -$59.5K -11,438 -49%
PRTG
62
Post Resch Tallon Group
New York
$61.9K +$66 +13 +0.1%
Koshinski Asset Management
63
Koshinski Asset Management
Illinois
$60.5K – – –
BI
64
Bulldog Investors
New Jersey
$55.7K -$827K -159,008 -94%
CIAS
65
Capital Investment Advisory Services
North Carolina
$55.7K +$822 +158 +1%
Goldman Sachs
66
Goldman Sachs
New York
$52.8K -$163K -31,320 -76%
Comerica Bank
67
Comerica Bank
Texas
$33.6K -$5.45K -1,047 -14%
LWMI
68
Legacy Wealth Management (Idaho)
Idaho
$27.4K – – –
SWM
69
Spire Wealth Management
Virginia
$15.6K – – –
CFD
70
Creative Financial Designs
Indiana
$12.3K – – –
BAM
71
Byrne Asset Management
New Jersey
$9.36K – – –
US Bancorp
72
US Bancorp
Minnesota
$9.23K +$9.23K +1,774 New
SPIA
73
Steward Partners Investment Advisory
New York
$6.56K -$5.6K -1,077 -46%
IA
74
IFP Advisors
Florida
$6.02K +$130 +25 +2%
Bank of America
75
Bank of America
North Carolina
$5.48K -$94.6K -18,191 -95%
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