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HGLB

Highland Global Allocation Fund
HGLB

36 hedge funds and large institutions have $52.9M invested in Highland Global Allocation Fund in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

20% more funds holding

Funds holding: 30 → 36 (+6)

2% more capital invested

Capital invested by funds: $52.1M → $52.9M (+$812K)

0.59% less ownership

Funds ownership: 25.83% → 25.24% (-0.59%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
36
Holders Change
+6
Holders Change %
+20%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
11
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
NewEdge Advisors
Louisiana
+$1.48M
2
NAS
NWF Advisory Services
California
+$485K
3
Osaic Holdings
Osaic Holdings
Arizona
+$345K
4
SF
Summit Financial
New Jersey
+$325K
5
WS
Wedbush Securities
California
+$236K

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
-$2.05M
2
NAM
Nexpoint Asset Management
Texas
-$751K
3
LCM
Landscape Capital Management
New Jersey
-$688K
4
PAG
Private Advisor Group
New Jersey
-$611K
5
Morgan Stanley
Morgan Stanley
New York
-$312K
Name Holding Trade Value Shares
Change 		Change in
Stake
BEI
26
Benjamin Edwards Inc
Missouri
$92.5K +$87.2K +10,180 New
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$81.9K +$77.2K +9,012 New
CA
28
CoreCap Advisors
Michigan
$49K – – –
NFSG
29
Newbridge Financial Services Group
Florida
$46.4K – – –
ASN
30
Advisory Services Network
Georgia
$18.8K +$17.7K +2,069 New
NS
31
NBC Securities
Alabama
$18.8K – – –
TIM
32
Tortoise Investment Management
New York
$7.84K +$7.4K +863 New
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$4.23K – – –
Comerica Bank
34
Comerica Bank
Texas
$1.29K – – –
Wells Fargo
35
Wells Fargo
California
$22 +$9 +1 +100%
IAIM
36
International Assets Investment Management
Florida
$9 – – –
NAM
37
Nexpoint Asset Management
Texas
– -$751K -86,246 Closed
Jane Street
38
Jane Street
New York
– -$111K -12,715 Closed
1
2

HGLB Hedge Fund Activity: Q3 2025 in Review

36 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Highland Global Allocation Fund (HGLB) for Q3 2025, worth a combined $52.9M — up 1.6% from $52.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HGLB positions and 2 closed out — a net gain of 7 holders — while 11 added to existing stakes and 8 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $1.48M. The largest seller was Raymond James Financial, cutting an estimated $2.05M.

  • 36 institutional investors held Highland Global Allocation Fund (HGLB) as of Q3 2025, up from 30 in Q2 2025.
  • Funds reported $52.9M of Highland Global Allocation Fund stock for Q3 2025, up 1.6% quarter-over-quarter.
  • 9 funds opened new Highland Global Allocation Fund positions in Q3 2025 and 2 closed out, a net change of +7 holders.
  • The largest Highland Global Allocation Fund buyer in Q3 2025 was NewEdge Advisors, an estimated $1.48M added.
  • The largest Highland Global Allocation Fund seller in Q3 2025 was Raymond James Financial, an estimated $2.05M sold.

Based on aggregated 13F filings for Q3 2025.