HFRO

Highland Opportunities and Income Fund

94 hedge funds and large institutions have $171M invested in Highland Opportunities and Income Fund in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
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 Sellers

1 -$1.7M
2 -$1.56M
3 -$1.04M
4
Jane Street
Jane Street
New York
-$518K
5
MG
Marex Group
-$488K
Name Holding Trade Value Shares
Change
Change in
Stake
KG
76
Kilter Group
New York
$12.7K
BAM
77
Byrne Asset Management
New Jersey
$10.3K
US Bancorp
78
US Bancorp
Minnesota
$10.1K
SPIA
79
Steward Partners Investment Advisory
New York
$7.2K
SWM
80
Spire Wealth Management
Virginia
$2.85K
HWP
81
Highline Wealth Partners
California
$2.68K
CSC
82
Caldwell Sutter Capital
California
$1.63K
GCM
83
Gables Capital Management
Florida
$1.54K
HIC
84
Hamrick Investment Counsel
Washington
$1.43K
SWM
85
SHP Wealth Management
Massachusetts
$1.21K
KFAS
86
Keating Financial Advisory Services
Kansas
$936
MHIP
87
Mountain Hill Investment Partners
New Jersey
$715
CMA
88
Cedar Mountain Advisors
Oregon
$468
SFS
89
Sunrise Financial Services
Washington
$400
MCM
90
MAI Capital Management
Ohio
$337
Fidelity Investments
91
Fidelity Investments
Massachusetts
$131
SWP
92
Strategic Wealth Partners
Ohio
$34
VR
93
Vision Retirement
New Jersey
$15
AF
94
Advisornet Financial
Minnesota
$8
HWM
95
HB Wealth Management
Georgia
Millennium Management
96
Millennium Management
New York
YCM
97
Yakira Capital Management
Connecticut
LI
98
LifeWealth Investments
Florida
Nomura Holdings
99
Nomura Holdings
Japan
SSG
100
Summit Securities Group
New York