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HFRO

Highland Opportunities and Income Fund

95 hedge funds and large institutions have $173M invested in Highland Opportunities and Income Fund in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.21% more ownership

Funds ownership: 53.61%54.83% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $177M → $173M (-$4.21M)

3% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 31

10% less funds holding

Funds holding: 10595 (-10)

58% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 12

Holders
95
Holders Change
-10
Holders Change %
-9.52%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
30
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
76
Triumph Capital Management
Colorado
$14.8K +$10.4K +1,700 +189%
KG
77
Kilter Group
New York
$12.7K +$165 +27 +1%
BAM
78
Byrne Asset Management
New Jersey
$10.3K
US Bancorp
79
US Bancorp
Minnesota
$10.1K
SPIA
80
Steward Partners Investment Advisory
New York
$7.2K
SWM
81
Spire Wealth Management
Virginia
$2.85K
HWP
82
Highline Wealth Partners
California
$2.68K -$183 -30 -6%
CSC
83
Caldwell Sutter Capital
California
$1.63K
GCM
84
Gables Capital Management
Florida
$1.54K
HIC
85
Hamrick Investment Counsel
Washington
$1.43K +$1.52K +250 New
SWM
86
SHP Wealth Management
Massachusetts
$1.21K
KFAS
87
Keating Financial Advisory Services
Kansas
$936
MHIP
88
Mountain Hill Investment Partners
New Jersey
$715 +$12 +2 +2%
CMA
89
Cedar Mountain Advisors
Oregon
$468
SFS
90
Sunrise Financial Services
Washington
$400
MCM
91
MAI Capital Management
Ohio
$337
Fidelity Investments
92
Fidelity Investments
Massachusetts
$131
SWP
93
Strategic Wealth Partners
Ohio
$34
VR
94
Vision Retirement
New Jersey
$15
AF
95
Advisornet Financial
Minnesota
$8
HWM
96
HB Wealth Management
Georgia
-$195K -32,550 Closed
Millennium Management
97
Millennium Management
New York
-$173K -28,850 Closed
YCM
98
Yakira Capital Management
Connecticut
-$93.6K -15,655 Closed
LI
99
LifeWealth Investments
Florida
-$87.5K -14,625 Closed
Nomura Holdings
100
Nomura Holdings
Japan
-$59.8K -10,000 Closed