HFRO

Highland Opportunities and Income Fund
HFRO

Overview Fund Activity

87 hedge funds and large institutions have $137M invested in Highland Opportunities and Income Fund in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 11 closing their positions.

Holders
87
Holders Change
-5
Holders Change %
-5.43%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
10
Increased
28
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$11.8M
2
Verition Fund Management
2
Verition Fund Management
Connecticut
$1.37M
3
LCM
3
Landscape Capital Management
New Jersey
$3.52M
4
UBS Group
4
UBS Group
Switzerland
$673K
5
ACM
5
Arlington Capital Management
Illinois
$910K

Top Sellers

1
GWM
1
Geneos Wealth Management
Colorado
$5.24M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.23M
3
Raymond James Financial
3
Raymond James Financial
Florida
$19.6M
4
NFG
4
Nations Financial Group
Iowa
$759K
5
CL
5
Choreo LLC
Illinois
$1.1M
Name Market Value Shares Shares
Change 		Shares
Change %
IA
76
IFP Advisors
Florida
$6.06K 1,166 +8 +0.7%
AAP
77
Arax Advisory Partners
Colorado
$5.2K 1,000 +1,000 New
SIS
78
Sound Income Strategies
Florida
$1.99K 382 – –
CSC
79
Caldwell Sutter Capital
California
$1.48K 285 – –
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$1K 99 – –
PS
81
Principal Securities
Iowa
$874 168 – –
IWM
82
Inlight Wealth Management
Georgia
$832 160 -511 -76%
MHIP
83
Mountain Hill Investment Partners
New Jersey
$615 118 +2 +2%
CMA
84
Cedar Mountain Advisors
Oregon
$426 82 – –
MCM
85
MAI Capital Management
Ohio
$307 59 – –
Fidelity Investments
86
Fidelity Investments
Massachusetts
$120 23 -5 -18%
AF
87
Advisornet Financial
Minnesota
$7 1 – –
SA
88
SFI Advisors
New Jersey
– – -81,254 Closed
IA
89
Icon Advisers
Colorado
– – -29,564 Closed
Jane Street
90
Jane Street
New York
– – -21,306 Closed
PRTG
91
Post Resch Tallon Group
New York
– – -12,121 Closed
IC
92
Inscription Capital
Texas
– – -11,914 Closed
Goldman Sachs
93
Goldman Sachs
New York
– – -10,157 Closed
Bank of America
94
Bank of America
North Carolina
– – -1,054 Closed
AG
95
AmeriFlex Group
Nevada
– – -853 Closed
ADL
96
Asset Dedication LLC
California
– – -571 Closed
WA
97
WPG Advisers
Maryland
– – -171 Closed
CCM
98
Coldstream Capital Management
Washington
– – -42 Closed
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