HFRO

Highland Opportunities and Income Fund
HFRO

Overview Fund Activity

92 hedge funds and large institutions have $136M invested in Highland Opportunities and Income Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 39 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
-18
Holders Change %
-16.36%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
26
Reduced
39
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWM
Geneos Wealth Management
Colorado
+$8.05M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.1M
3
NAS
NWF Advisory Services
California
+$1.07M
4
Morgan Stanley
Morgan Stanley
New York
+$1.03M
5
CP
Camelot Portfolios
Ohio
+$497K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.74M
2
AGM
Alpine Global Management
New York
-$2.6M
3
IA
Icon Advisers
Colorado
-$2.57M
4
LCM
Landscape Capital Management
New Jersey
-$2.03M
5
CC
CF Capital
Massachusetts
-$1.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
76
AmeriFlex Group
Nevada
$4.44K – – –
IWM
77
Inlight Wealth Management
Georgia
$3.49K +$3.49K +671 New
ADL
78
Asset Dedication LLC
California
$2.97K – – –
SSB
79
Sandy Spring Bank
Maryland
$2.54K +$2.54K +488 New
SIS
80
Sound Income Strategies
Florida
$1.99K – – –
CIBC Private Wealth Group
81
CIBC Private Wealth Group
Georgia
$1.77K -$1.42K -317 -44%
CSC
82
Caldwell Sutter Capital
California
$1.48K – – –
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
WA
84
WPG Advisers
Maryland
$889 -$1.5K -289 -63%
PS
85
Principal Securities
Iowa
$872 – – –
MHIP
86
Mountain Hill Investment Partners
New Jersey
$601 +$16 +3 +3%
CMA
87
Cedar Mountain Advisors
Oregon
$426 – – –
MCM
88
MAI Capital Management
Ohio
$307 – – –
CCM
89
Coldstream Capital Management
Washington
$219 +$219 +42 New
Fidelity Investments
90
Fidelity Investments
Massachusetts
$146 +$146 +28 New
Wells Fargo
91
Wells Fargo
California
$7 -$63 -9 -90%
AF
92
Advisornet Financial
Minnesota
$7 +$7 +1 New
AGM
93
Alpine Global Management
New York
– -$2.6M -500,000 Closed
AIA
94
Absolute Investment Advisers
Florida
– -$879K -169,300 Closed
PCMF
95
Private Capital Management (Florida)
Florida
– -$732K -141,000 Closed
AWA
96
Arete Wealth Advisors
Illinois
– -$472K -88,704 Closed
QL
97
Quarry LP
New York
– -$342K -65,900 Closed
SC
98
Scotia Capital
Ontario, Canada
– -$256K -49,362 Closed
Millennium Management
99
Millennium Management
New York
– -$173K -33,253 Closed
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
– -$142K -27,368 Closed
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