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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.95M |
| 2 |
NAS
NWF Advisory Services
Los Angeles,
California
|
+$1.5M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$626K |
| 4 |
FPL
Fortress Private Ledger
Raleigh,
North Carolina
|
+$409K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$359K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$4.75M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
-$1.45M |
| 3 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$652K |
| 4 |
QC
Quantedge Capital
Singapore
|
-$146K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$100K |
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.