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HFRO

Highland Opportunities and Income Fund

105 hedge funds and large institutions have $177M invested in Highland Opportunities and Income Fund in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 25 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

12% more funds holding

Funds holding: 94105 (+11)

3.21% more ownership

Funds ownership: 50.4%53.61% (+3.2%)

0% more capital invested

Capital invested by funds: $177M → $177M (+$396K)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

17% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 30

Holders
105
Holders Change
+11
Holders Change %
+11.7%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
25
Reduced
30
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFP Advisors
Florida
$31.2K +$32.7K +5,222 New
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$31K -$47.6K -7,592 -59%
BW
78
Basepoint Wealth
Iowa
$22K +$23K +3,671 New
PWPS
79
Pinnacle Wealth Planning Services
Ohio
$15.1K +$15.8K +2,520 New
KG
80
Kilter Group
New York
$13.1K +$251 +40 +2%
BAM
81
Byrne Asset Management
New Jersey
$10.8K
US Bancorp
82
US Bancorp
Minnesota
$10.6K
AssetMark Inc
83
AssetMark Inc
California
$8.97K +$9.4K +1,500 New
SPIA
84
Steward Partners Investment Advisory
New York
$7.54K
FHA
85
Flagship Harbor Advisors
Massachusetts
$5.85K +$6.12K +977 New
TCM
86
Triumph Capital Management
Colorado
$5.38K +$5.64K +900 New
SWM
87
Spire Wealth Management
Virginia
$2.99K
HWP
88
Highline Wealth Partners
California
$2.99K +$3.13K +500 New
CIBC Private Wealth Group
89
CIBC Private Wealth Group
Georgia
$2.51K +$44 +7 +2%
TRCT
90
Tower Research Capital (TRC)
New York
$2.45K +$2.56K +409 New
SIS
91
Sound Income Strategies
Florida
$2.41K
CSC
92
Caldwell Sutter Capital
California
$1.7K
GCM
93
Gables Capital Management
Florida
$1.61K
SWM
94
SHP Wealth Management
Massachusetts
$1.26K +$1.32K +211 New
KFAS
95
Keating Financial Advisory Services
Kansas
$981 +$1.03K +164 New
IWM
96
Inlight Wealth Management
Georgia
$951 -$6 -1 -0.6%
MHIP
97
Mountain Hill Investment Partners
New Jersey
$734 +$13 +2 +2%
CMA
98
Cedar Mountain Advisors
Oregon
$490
SFS
99
Sunrise Financial Services
Washington
$419 +$439 +70 New
MCM
100
MAI Capital Management
Ohio
$353