HFRO

Highland Opportunities and Income Fund
HFRO

Overview Fund Activity

90 hedge funds and large institutions have $138M invested in Highland Opportunities and Income Fund in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
-2
Holders Change %
-2.17%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
29
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
+$11.8M
2
Verition Fund Management
Verition Fund Management
Connecticut
+$1.37M
3
LCM
Landscape Capital Management
New Jersey
+$768K
4
UBS Group
UBS Group
Switzerland
+$506K
5
ACM
Arlington Capital Management
Illinois
+$444K

Top Sellers

1
GWM
Geneos Wealth Management
Colorado
-$5.52M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.24M
3
Raymond James Financial
Raymond James Financial
Florida
-$1.33M
4
NFG
Nations Financial Group
Iowa
-$1.1M
5
CL
Choreo LLC
Illinois
-$788K
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
76
US Bancorp
Minnesota
$9.23K +$5 +1 +0.1%
SPIA
77
Steward Partners Investment Advisory
New York
$6.56K – – –
IA
78
IFP Advisors
Florida
$6.06K +$42 +8 +0.7%
AAP
79
Arax Advisory Partners
Colorado
$5.2K +$5.2K +1,000 New
CIBC Private Wealth Group
80
CIBC Private Wealth Group
Georgia
$2.1K +$42 +8 +2%
SIS
81
Sound Income Strategies
Florida
$1.99K – – –
CSC
82
Caldwell Sutter Capital
California
$1.48K – – –
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
PS
84
Principal Securities
Iowa
$874 – – –
IWM
85
Inlight Wealth Management
Georgia
$832 -$2.66K -511 -76%
MHIP
86
Mountain Hill Investment Partners
New Jersey
$615 +$10 +2 +2%
CMA
87
Cedar Mountain Advisors
Oregon
$426 – – –
MCM
88
MAI Capital Management
Ohio
$307 – – –
Fidelity Investments
89
Fidelity Investments
Massachusetts
$120 -$26 -5 -18%
AF
90
Advisornet Financial
Minnesota
$7 – – –
SA
91
SFI Advisors
New Jersey
– -$423K -81,254 Closed
IA
92
Icon Advisers
Colorado
– -$154K -29,564 Closed
Jane Street
93
Jane Street
New York
– -$111K -21,306 Closed
PRTG
94
Post Resch Tallon Group
New York
– -$61.9K -12,121 Closed
IC
95
Inscription Capital
Texas
– -$83.8K -11,914 Closed
Goldman Sachs
96
Goldman Sachs
New York
– -$52.8K -10,157 Closed
Bank of America
97
Bank of America
North Carolina
– -$5.48K -1,054 Closed
AG
98
AmeriFlex Group
Nevada
– -$4.44K -853 Closed
ADL
99
Asset Dedication LLC
California
– -$2.97K -571 Closed
WA
100
WPG Advisers
Maryland
– -$889 -171 Closed
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