HFRO

Highland Opportunities and Income Fund

92 hedge funds and large institutions have $177M invested in Highland Opportunities and Income Fund in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
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
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
76
Steward Partners Investment Advisory
New York
$8.01K
Bank of America
77
Bank of America
North Carolina
$6.72K
SWM
78
Spire Wealth Management
Virginia
$3.17K
Wells Fargo
79
Wells Fargo
California
$2.85K
CIBC Private Wealth Group
80
CIBC Private Wealth Group
Georgia
$2.61K
Russell Investments Group
81
Russell Investments Group
United Kingdom
$2.54K
SIS
82
Sound Income Strategies
Florida
$2.51K
CSC
83
Caldwell Sutter Capital
California
$1.81K
GCM
84
Gables Capital Management
Florida
$1.71K
IWM
85
Inlight Wealth Management
Georgia
$1.02K
MHIP
86
Mountain Hill Investment Partners
New Jersey
$765
CMA
87
Cedar Mountain Advisors
Oregon
$521
MCM
88
MAI Capital Management
Ohio
$375
Fidelity Investments
89
Fidelity Investments
Massachusetts
$146
WANY
90
Wealthspire Advisors (New York)
New York
$44
SWP
91
Strategic Wealth Partners
Ohio
$38
AF
92
Advisornet Financial
Minnesota
$9
Verition Fund Management
93
Verition Fund Management
Connecticut
GC
94
GatePass Capital
Ohio
Envestnet Portfolio Solutions
95
Envestnet Portfolio Solutions
Illinois
KWM
96
Kingsview Wealth Management
Oregon
PAG
97
Private Advisor Group
New Jersey
Citadel Advisors
98
Citadel Advisors
Florida
SCM
99
Sage Capital Management
New Jersey
Stifel Financial
100
Stifel Financial
Missouri