Highland Global Allocation Fund
HGLB
38 hedge funds and large institutions have $50.3M invested in Highland Global Allocation Fund in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 6 closing their positions.
8% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 12
0.88% more ownership
Funds ownership: 26.15% → 27.03% (+0.88%)
9% less capital invested
Capital invested by funds: $55.3M → $50.3M (-$5.03M)
12% less funds holding
Funds holding: 43 → 38 (-5)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.33M |
| 2 |
MC
Matisse Capital
Portland,
Oregon
|
+$435K |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$378K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$249K |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$206K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWPM
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
|
-$325K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$185K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$177K |
| 4 |
NAS
NWF Advisory Services
Los Angeles,
California
|
-$149K |
| 5 |
BWM
BankPlus Wealth Management
Jackson,
Mississippi
|
-$146K |
HGLB Hedge Fund Activity: Q1 2026 in Review
38 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Highland Global Allocation Fund (HGLB) for Q1 2026, worth a combined $50.3M — down 9.1% from $55.3M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of HGLB and 4 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 13 added.
The largest buyer was Shaker Financial Services, adding an estimated $1.33M. The largest seller was Total Wealth Planning & Management, exiting entirely with an estimated $325K sold.
- 38 institutional investors held Highland Global Allocation Fund (HGLB) as of Q1 2026, down from 43 in Q4 2025.
- Funds reported $50.3M of Highland Global Allocation Fund stock for Q1 2026, down 9.1% quarter-over-quarter.
- 4 funds opened new Highland Global Allocation Fund positions in Q1 2026 and 6 closed out, a net change of -2 holders.
- The largest Highland Global Allocation Fund buyer in Q1 2026 was Shaker Financial Services, an estimated $1.33M added.
- The largest Highland Global Allocation Fund seller in Q1 2026 was Total Wealth Planning & Management, an estimated $325K sold.
Based on aggregated 13F filings for Q1 2026.