HFRO

Highland Opportunities and Income Fund
HFRO

Overview Fund Activity

90 hedge funds and large institutions have $138M invested in Highland Opportunities and Income Fund in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
-2
Holders Change %
-2.17%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
29
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
+$11.8M
2
Verition Fund Management
Verition Fund Management
Connecticut
+$1.37M
3
LCM
Landscape Capital Management
New Jersey
+$768K
4
UBS Group
UBS Group
Switzerland
+$506K
5
ACM
Arlington Capital Management
Illinois
+$444K

Top Sellers

1
GWM
Geneos Wealth Management
Colorado
-$5.52M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.24M
3
Raymond James Financial
Raymond James Financial
Florida
-$1.33M
4
NFG
Nations Financial Group
Iowa
-$1.1M
5
CL
Choreo LLC
Illinois
-$788K
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
51
B. Riley Wealth Advisors
Florida
$127K +$127K +24,430 New
KAS
52
Kestra Advisory Services
Texas
$122K +$2.06K +396 +2%
MML Investors Services
53
MML Investors Services
Massachusetts
$119K +$9.4K +1,812 +9%
KWS
54
Keystone Wealth Services
California
$105K +$2.32K +447 +2%
AHL
55
Abel Hall LLC
Louisiana
$104K +$104K +20,000 New
OCPWS
56
One Charles Private Wealth Services
Massachusetts
$89.7K – – –
CW
57
Channel Wealth
California
$87K – – –
Citadel Advisors
58
Citadel Advisors
Florida
$84.8K +$84.8K +16,308 New
SCM
59
Sage Capital Management
New Jersey
$78.7K -$57.4K -11,047 -42%
USCWA
60
U.S. Capital Wealth Advisors
Texas
$77.1K – – –
LI
61
LifeWealth Investments
Florida
$76.1K +$76.1K +14,625 New
CIAS
62
Capital Investment Advisory Services
North Carolina
$67.3K +$11.6K +2,238 +21%
SI
63
Stephens Inc
Arkansas
$66.3K -$1.04K -200 -2%
Koshinski Asset Management
64
Koshinski Asset Management
Illinois
$60.5K – – –
HF
65
HRT Financial
New York
$60K +$60K +11,680 New
Stifel Financial
66
Stifel Financial
Missouri
$59.8K +$59.8K +11,497 New
BI
67
Bulldog Investors
New Jersey
$55.7K -$16 -3 -0%
Truist Financial
68
Truist Financial
North Carolina
$54.5K -$8.07K -1,551 -13%
Wells Fargo
69
Wells Fargo
California
$33.8K +$33.8K +6,496 +649,600%
Comerica Bank
70
Comerica Bank
Texas
$33.4K -$166 -32 -0.5%
LWMI
71
Legacy Wealth Management (Idaho)
Idaho
$27.4K – – –
LIS
72
Legacy Investment Solutions
Idaho
$27.4K +$27.4K +5,270 New
SWM
73
Spire Wealth Management
Virginia
$15.6K – – –
CFD
74
Creative Financial Designs
Indiana
$12.3K – – –
BAM
75
Byrne Asset Management
New Jersey
$9.36K – – –
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3
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