HFRO

Highland Opportunities and Income Fund

93 hedge funds and large institutions have $177M invested in Highland Opportunities and Income Fund in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
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
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
76
Steward Partners Investment Advisory
New York
$8.01K
Bank of America
77
Bank of America
North Carolina
$6.72K
TCM
78
Triumph Capital Management
Colorado
$5.71K
SWM
79
Spire Wealth Management
Virginia
$3.17K
Wells Fargo
80
Wells Fargo
California
$2.85K
CIBC Private Wealth Group
81
CIBC Private Wealth Group
Georgia
$2.61K
Russell Investments Group
82
Russell Investments Group
United Kingdom
$2.54K
SIS
83
Sound Income Strategies
Florida
$2.51K
CSC
84
Caldwell Sutter Capital
California
$1.81K
GCM
85
Gables Capital Management
Florida
$1.71K
IWM
86
Inlight Wealth Management
Georgia
$1.02K
MHIP
87
Mountain Hill Investment Partners
New Jersey
$765
CMA
88
Cedar Mountain Advisors
Oregon
$521
MCM
89
MAI Capital Management
Ohio
$375
Fidelity Investments
90
Fidelity Investments
Massachusetts
$146
WANY
91
Wealthspire Advisors (New York)
New York
$44
SWP
92
Strategic Wealth Partners
Ohio
$38
AF
93
Advisornet Financial
Minnesota
$9
Verition Fund Management
94
Verition Fund Management
Connecticut
GC
95
GatePass Capital
Ohio
Envestnet Portfolio Solutions
96
Envestnet Portfolio Solutions
Illinois
KWM
97
Kingsview Wealth Management
Oregon
PAG
98
Private Advisor Group
New Jersey
Citadel Advisors
99
Citadel Advisors
Florida
SCM
100
Sage Capital Management
New Jersey