HFRO

Highland Opportunities and Income Fund

100 hedge funds and large institutions have $177M invested in Highland Opportunities and Income Fund in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 25 increasing their positions, 28 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)

11% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 28

Holders
100
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
BW
76
Basepoint Wealth
Iowa
$22K
PWPS
77
Pinnacle Wealth Planning Services
Ohio
$15.1K
KG
78
Kilter Group
New York
$13.1K
BAM
79
Byrne Asset Management
New Jersey
$10.8K
US Bancorp
80
US Bancorp
Minnesota
$10.6K
AssetMark Inc
81
AssetMark Inc
California
$8.97K
SPIA
82
Steward Partners Investment Advisory
New York
$7.54K
FHA
83
Flagship Harbor Advisors
Massachusetts
$5.85K
TCM
84
Triumph Capital Management
Colorado
$5.38K
SWM
85
Spire Wealth Management
Virginia
$2.99K
HWP
86
Highline Wealth Partners
California
$2.99K
CIBC Private Wealth Group
87
CIBC Private Wealth Group
Georgia
$2.51K
TRCT
88
Tower Research Capital (TRC)
New York
$2.45K
SIS
89
Sound Income Strategies
Florida
$2.41K
CSC
90
Caldwell Sutter Capital
California
$1.7K
GCM
91
Gables Capital Management
Florida
$1.61K
KFAS
92
Keating Financial Advisory Services
Kansas
$981
IWM
93
Inlight Wealth Management
Georgia
$951
MHIP
94
Mountain Hill Investment Partners
New Jersey
$734
CMA
95
Cedar Mountain Advisors
Oregon
$490
SFS
96
Sunrise Financial Services
Washington
$419
MCM
97
MAI Capital Management
Ohio
$353
Fidelity Investments
98
Fidelity Investments
Massachusetts
$138
Wells Fargo
99
Wells Fargo
California
$10
AF
100
Advisornet Financial
Minnesota
$9