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HGLB

Highland Global Allocation Fund
HGLB

35 hedge funds and large institutions have $51.6M invested in Highland Global Allocation Fund in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $42.9M → $51.6M (+$8.66M)

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.48% less ownership

Funds ownership: 27.57% → 27.09% (-0.48%)

3% less funds holding

Funds holding: 36 → 35 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
13
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$2.95M
2
NAS
NWF Advisory Services
California
+$1.5M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$626K
4
FPL
Fortress Private Ledger
North Carolina
+$409K
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$359K

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$4.75M
2
Raymond James Financial
Raymond James Financial
Florida
-$1.45M
3
AA
AQR Arbitrage
Connecticut
-$652K
4
QC
Quantedge Capital
Singapore
-$146K
5
Osaic Holdings
Osaic Holdings
Arizona
-$100K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$175K +$7.99K +1,000 +5%
BBPWM
27
Blue Bell Private Wealth Management
Pennsylvania
$130K +$18K +2,255 +17%
HighTower Advisors
28
HighTower Advisors
Illinois
$106K -$9.9K -1,239 -9%
WS
29
Wedbush Securities
California
$93K +$89.6K +11,220 New
IA
30
IFP Advisors
Florida
$91.6K -$4.03K -505 -4%
CA
31
CoreCap Advisors
Michigan
$44.9K – – –
NS
32
NBC Securities
Alabama
$17K +$16.5K +2,065 +103,250%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$3.87K – – –
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
Wells Fargo
35
Wells Fargo
California
$9 – – –
XT
36
XTX Topco
Cayman Islands
– -$85.6K -12,571 Closed
MG
37
Marex Group
– -$83.1K -12,201 Closed
Bank of America
38
Bank of America
North Carolina
– -$31.9K -4,686 Closed
WBC
39
West Branch Capital
Massachusetts
– -$7.09K -1,041 Closed
Bessemer Group
40
Bessemer Group
New Jersey
– -$3K -479 Closed
SAM
41
Synergy Asset Management
Washington
– -$1.57K -200 Closed
1
2

HGLB Hedge Fund Activity: Q1 2025 in Review

35 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Highland Global Allocation Fund (HGLB) for Q1 2025, worth a combined $51.6M — up 20% from $42.9M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of HGLB and 5 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 13 added.

The largest buyer was LPL Financial, adding an estimated $2.95M. The largest seller was Shaker Financial Services, cutting an estimated $4.75M.

  • 35 institutional investors held Highland Global Allocation Fund (HGLB) as of Q1 2025, down from 36 in Q4 2024.
  • Funds reported $51.6M of Highland Global Allocation Fund stock for Q1 2025, up 20% quarter-over-quarter.
  • 5 funds opened new Highland Global Allocation Fund positions in Q1 2025 and 6 closed out, a net change of -1 holder.
  • The largest Highland Global Allocation Fund buyer in Q1 2025 was LPL Financial, an estimated $2.95M added.
  • The largest Highland Global Allocation Fund seller in Q1 2025 was Shaker Financial Services, an estimated $4.75M sold.

Based on aggregated 13F filings for Q1 2025.