We are live on
!
Find out more
HFRO
Highland Opportunities and Income Fund
HFRO
HFRO
95 hedge funds and large institutions have $173M invested in Highland Opportunities and Income Fund in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 31 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
1.21% more ownership
Funds ownership: 53.61% → 54.83% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less capital invested
Capital invested by funds: $177M → $173M (-$4.21M)
3% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 31
10% less funds holding
Funds holding: 105 → 95 (-10)
58% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 12
Holders
95
Holders Change
-10
Holders Change %
-9.52%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
30
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$1.7M |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$1.56M |
| 3 |
CC
CF Capital
Cohasset,
Massachusetts
|
-$1.04M |
| 4 |
Jane Street
New York
|
-$518K |
| 5 |
MG
Marex Group
London,
|
-$488K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SSG
101
Summit Securities Group
New York
| – | -$33.8K | -5,658 | Closed |
|
|
PWPS
102
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| – | -$15.1K | -2,520 | Closed |
|
103
AssetMark Inc
Concord,
California
| – | -$8.97K | -1,500 | Closed |
|
|
FHA
104
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$5.85K | -977 | Closed |
|
|
TRCT
105
Tower Research Capital (TRC)
New York
| – | -$2.45K | -409 | Closed |
|
|
SIS
106
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$2.41K | -382 | Closed |
|
|
IWM
107
Inlight Wealth Management
Atlanta,
Georgia
| – | -$951 | -159 | Closed |
|