HFRO

Highland Opportunities and Income Fund

102 hedge funds and large institutions have $177M invested in Highland Opportunities and Income Fund in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

14% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 29

Holders
102
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 Buyers

1 +$5.91M
2 +$5.36M
3 +$3.48M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.74M
5
MG
Marex Group
+$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$31K
BW
77
Basepoint Wealth
Iowa
$22K
PWPS
78
Pinnacle Wealth Planning Services
Ohio
$15.1K
KG
79
Kilter Group
New York
$13.1K
BAM
80
Byrne Asset Management
New Jersey
$10.8K
US Bancorp
81
US Bancorp
Minnesota
$10.6K
AssetMark Inc
82
AssetMark Inc
California
$8.97K
SPIA
83
Steward Partners Investment Advisory
New York
$7.54K
FHA
84
Flagship Harbor Advisors
Massachusetts
$5.85K
TCM
85
Triumph Capital Management
Colorado
$5.38K
SWM
86
Spire Wealth Management
Virginia
$2.99K
HWP
87
Highline Wealth Partners
California
$2.99K
CIBC Private Wealth Group
88
CIBC Private Wealth Group
Georgia
$2.51K
TRCT
89
Tower Research Capital (TRC)
New York
$2.45K
SIS
90
Sound Income Strategies
Florida
$2.41K
CSC
91
Caldwell Sutter Capital
California
$1.7K
GCM
92
Gables Capital Management
Florida
$1.61K
SWM
93
SHP Wealth Management
Massachusetts
$1.26K
KFAS
94
Keating Financial Advisory Services
Kansas
$981
IWM
95
Inlight Wealth Management
Georgia
$951
MHIP
96
Mountain Hill Investment Partners
New Jersey
$734
CMA
97
Cedar Mountain Advisors
Oregon
$490
SFS
98
Sunrise Financial Services
Washington
$419
MCM
99
MAI Capital Management
Ohio
$353
Fidelity Investments
100
Fidelity Investments
Massachusetts
$138