Highland Global Allocation Fund
HGLB
30 hedge funds and large institutions have $52.1M invested in Highland Global Allocation Fund in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 10 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
1% more capital invested
Capital invested by funds: $51.6M → $52.1M (+$524K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.26% less ownership
Funds ownership: 27.09% → 25.83% (-1.3%)
14% less funds holding
Funds holding: 35 → 30 (-5)
50% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$592K |
| 2 |
NAS
NWF Advisory Services
Los Angeles,
California
|
+$390K |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$278K |
| 4 |
LPL Financial
San Diego,
California
|
+$120K |
| 5 |
Jane Street
New York
|
+$105K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$653K |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$608K |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$448K |
| 4 |
FPL
Fortress Private Ledger
Raleigh,
North Carolina
|
-$427K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$275K |
HGLB Hedge Fund Activity: Q2 2025 in Review
30 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Highland Global Allocation Fund (HGLB) for Q2 2025, worth a combined $52.1M — up 1% from $51.6M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of HGLB and 5 opened new positions — a net loss of 5 holders — while 7 trimmed existing stakes and 10 added.
The largest buyer was Osaic Holdings, adding an estimated $592K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $653K sold.
- 30 institutional investors held Highland Global Allocation Fund (HGLB) as of Q2 2025, down from 35 in Q1 2025.
- Funds reported $52.1M of Highland Global Allocation Fund stock for Q2 2025, up 1% quarter-over-quarter.
- 5 funds opened new Highland Global Allocation Fund positions in Q2 2025 and 10 closed out, a net change of -5 holders.
- The largest Highland Global Allocation Fund buyer in Q2 2025 was Osaic Holdings, an estimated $592K added.
- The largest Highland Global Allocation Fund seller in Q2 2025 was Susquehanna International Group, an estimated $653K sold.
Based on aggregated 13F filings for Q2 2025.