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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

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
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

Top Buyers

1 +$5.91M
2 +$5.36M
3 +$3.48M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.74M
5
MG
Marex Group
+$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Melfa Wealth Management
Massachusetts
$174K
Millennium Management
52
Millennium Management
New York
$173K
IFG
53
Independent Financial Group
California
$170K
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$146K
KWS
55
Keystone Wealth Services
California
$125K
NAS
56
NWF Advisory Services
California
$124K
Citadel Advisors
57
Citadel Advisors
Florida
$120K
AHL
58
Abel Hall LLC
Louisiana
$120K
MML Investors Services
59
MML Investors Services
Massachusetts
$118K
UBS Group
60
UBS Group
Switzerland
$113K
OCPWS
61
One Charles Private Wealth Services
Massachusetts
$103K
YCM
62
Yakira Capital Management
Connecticut
$93.6K
LI
63
LifeWealth Investments
Florida
$87.5K
CW
64
Channel Wealth
California
$85K
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$81K
CIAS
66
Capital Investment Advisory Services
North Carolina
$79.9K
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
Nomura Holdings
72
Nomura Holdings
Japan
$59.8K
Comerica Bank
73
Comerica Bank
Texas
$36.8K
SSG
74
Summit Securities Group
New York
$33.8K
LWMI
75
Legacy Wealth Management (Idaho)
Idaho
$31.3K