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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
SCM
1
Saba Capital Management
New York
$28M +$5.91M +944,136 +25%
Raymond James Financial
2
Raymond James Financial
Florida
$22.7M +$3.48M +555,861 +17%
NAM
3
Nexpoint Asset Management
Texas
$22M +$5.36M +855,000 +30%
Morgan Stanley
4
Morgan Stanley
New York
$16.9M -$2.28M -364,695 -11%
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$14.7M -$2.12M -339,054 -12%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$12.6M +$1.74M +278,471 +15%
Invesco
7
Invesco
Georgia
$8.18M +$232K +37,035 +3%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$5.68M +$94.4K +15,073 +2%
GWM
9
Geneos Wealth Management
Colorado
$5.55M -$334K -53,254 -5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.99M -$214K -34,094 -5%
LPL Financial
11
LPL Financial
California
$3.81M -$166K -26,576 -4%
MC
12
Matisse Capital
Oregon
$3.69M
OC
13
Oppenheimer & Co
New York
$2.69M +$6.08K +970 +0.2%
CP
14
Camelot Portfolios
Ohio
$2.11M -$329K -52,570 -13%
MG
15
Marex Group
$1.7M +$1.3M +207,541 +268%
CEFA
16
Closed-End Fund Advisors
Virginia
$1.41M +$1.47M +235,136 New
CL
17
Choreo LLC
Illinois
$1.39M +$57.7K +9,212 +4%
CC
18
CF Capital
Massachusetts
$1.15M -$26.9K -4,295 -2%
PAS
19
Park Avenue Securities
New York
$1.1M -$45.2K -7,213 -4%
LCM
20
Landscape Capital Management
New Jersey
$1.08M
ACM
21
Arlington Capital Management
Illinois
$904K -$45.3K -7,233 -5%
IWM
22
IHT Wealth Management
Illinois
$883K -$284K -45,265 -23%
ACM
23
Altium Capital Management
New York
$855K +$896K +143,059 New
CAM
24
Concorde Asset Management
Michigan
$834K +$462K +73,760 +112%
AC
25
Aristides Capital
Kentucky
$798K