HFRO

Highland Opportunities and Income Fund
HFRO

Overview Fund Activity

92 hedge funds and large institutions have $136M invested in Highland Opportunities and Income Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 39 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
-18
Holders Change %
-16.36%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
26
Reduced
39
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWM
Geneos Wealth Management
Colorado
+$8.05M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.1M
3
NAS
NWF Advisory Services
California
+$1.07M
4
Morgan Stanley
Morgan Stanley
New York
+$1.03M
5
CP
Camelot Portfolios
Ohio
+$497K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.74M
2
AGM
Alpine Global Management
New York
-$2.6M
3
IA
Icon Advisers
Colorado
-$2.57M
4
LCM
Landscape Capital Management
New Jersey
-$2.03M
5
CC
CF Capital
Massachusetts
-$1.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$20.9M -$617K -118,708 -3%
Morgan Stanley
2
Morgan Stanley
New York
$18.3M +$1.03M +197,645 +6%
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$13.9M -$434K -83,475 -3%
GWM
4
Geneos Wealth Management
Colorado
$10.8M +$8.05M +1,548,046 +297%
Invesco
5
Invesco
Georgia
$9.16M -$410K -78,940 -4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$8.97M +$42.2K +8,124 +0.5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$7.47M -$3.74M -720,158 -33%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$4.94M +$1.1M +212,035 +29%
NAM
9
Nexpoint Asset Management
Texas
$4.77M – – –
LPL Financial
10
LPL Financial
California
$3.17M -$679K -130,627 -18%
MC
11
Matisse Capital
Oregon
$3.03M +$387K +74,387 +15%
LCM
12
Landscape Capital Management
New Jersey
$2.76M -$2.03M -390,380 -42%
CP
13
Camelot Portfolios
Ohio
$2.38M +$497K +95,576 +26%
OC
14
Oppenheimer & Co
New York
$2.38M -$125K -24,076 -5%
CL
15
Choreo LLC
Illinois
$1.89M -$413K -79,430 -18%
NFG
16
Nations Financial Group
Iowa
$1.86M +$10.4K +2,000 +0.6%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.73M -$500K -96,129 -22%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.59M -$318K -61,062 -17%
PAS
19
Park Avenue Securities
New York
$1.15M +$111K +21,379 +11%
CC
20
CF Capital
Massachusetts
$1.12M -$1.68M -330,000 -60%
HighTower Advisors
21
HighTower Advisors
Illinois
$1.1M -$872K -167,768 -44%
IWM
22
IHT Wealth Management
Illinois
$1.08M -$1.01M -195,155 -49%
NAS
23
NWF Advisory Services
California
$1.07M +$1.07M +206,000 New
YCM
24
Yakira Capital Management
Connecticut
$777K -$285K -54,813 -27%
AC
25
Aristides Capital
Kentucky
$694K -$90.5K -17,410 -12%
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