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HFRO

Highland Opportunities and Income Fund

105 hedge funds and large institutions have $177M invested in Highland Opportunities and Income Fund in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 25 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

12% more funds holding

Funds holding: 94105 (+11)

3.21% more ownership

Funds ownership: 50.4%53.61% (+3.2%)

0% more capital invested

Capital invested by funds: $177M → $177M (+$396K)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

17% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 30

Holders
105
Holders Change
+11
Holders Change %
+11.7%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
25
Reduced
30
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Melfa Wealth Management
Massachusetts
$174K
Millennium Management
52
Millennium Management
New York
$173K -$43K -6,867 -19%
IFG
53
Independent Financial Group
California
$170K -$11.9K -1,896 -6%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$146K -$10.6K -1,693 -6%
KWS
55
Keystone Wealth Services
California
$125K +$2.38K +380 +2%
NAS
56
NWF Advisory Services
California
$124K -$106K -17,000 -45%
Citadel Advisors
57
Citadel Advisors
Florida
$120K +$126K +20,046 New
AHL
58
Abel Hall LLC
Louisiana
$120K
MML Investors Services
59
MML Investors Services
Massachusetts
$118K -$20.8K -3,323 -14%
UBS Group
60
UBS Group
Switzerland
$113K -$83.3K -13,298 -41%
OCPWS
61
One Charles Private Wealth Services
Massachusetts
$103K
YCM
62
Yakira Capital Management
Connecticut
$93.6K
LI
63
LifeWealth Investments
Florida
$87.5K -$91.6K -14,625 -50%
CW
64
Channel Wealth
California
$85K
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$81K -$3.65M -582,419 -98%
CIAS
66
Capital Investment Advisory Services
North Carolina
$79.9K +$1.29K +206 +2%
USCWA
67
U.S. Capital Wealth Advisors
Texas
$76.7K
SI
68
Stephens Inc
Arkansas
$76.2K
Koshinski Asset Management
69
Koshinski Asset Management
Illinois
$69.5K
BI
70
Bulldog Investors
New Jersey
$64.1K
KPF
71
K2 Principal Fund
Ontario, Canada
$60K +$62.9K +10,033 New
Nomura Holdings
72
Nomura Holdings
Japan
$59.8K +$62.6K +10,000 New
Comerica Bank
73
Comerica Bank
Texas
$36.8K -$1.65K -264 -4%
SSG
74
Summit Securities Group
New York
$33.8K +$35.4K +5,658 New
LWMI
75
Legacy Wealth Management (Idaho)
Idaho
$31.3K