KIO

KKR Income Opportunities Fund
KIO

Overview Fund Activity

96 hedge funds and large institutions have $140M invested in KKR Income Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 3 closing their positions.

Holders
96
Holders Change
+14
Holders Change %
+17.07%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
35
Reduced
30
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$19.1M
2
RC
2
Rareview Capital
Nevada
$2.16M
3
BI
3
Ballast Inc
Kentucky
$1.39M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.65M
5
Wells Fargo
5
Wells Fargo
California
$3.2M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$22.1M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$1.35M
3
LCM
3
Landscape Capital Management
New Jersey
$4M
4
1CP
4
1607 Capital Partners
Virginia
$7.23M
5
UBS Group
5
UBS Group
Switzerland
$9.57M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$22.1M 1,763,303 -497,522 -22%
Morgan Stanley
2
Morgan Stanley
New York
$19.1M 1,518,336 +364,140 +32%
UBS Group
3
UBS Group
Switzerland
$9.57M 761,792 -133,514 -15%
GC
4
Guggenheim Capital
Illinois
$9.06M 721,159 -46,804 -6%
1CP
5
1607 Capital Partners
Virginia
$7.23M 575,652 -153,831 -21%
KIM
6
Karpus Investment Management
New York
$7.18M 571,401 -104,900 -16%
PAMP
7
Polar Asset Management Partners
Ontario, Canada
$5.23M 416,151 +12,556 +3%
PCM
8
Penserra Capital Management
California
$4.5M 358,576 +10,585 +3%
Bank of America
9
Bank of America
North Carolina
$4.28M 340,398 +17,001 +5%
LCM
10
Landscape Capital Management
New Jersey
$4M 318,124 -482,610 -60%
AAM
11
Advisors Asset Management
Colorado
$3.54M 281,583 -15,622 -5%
Wells Fargo
12
Wells Fargo
California
$3.2M 254,905 +43,665 +21%
Stifel Financial
13
Stifel Financial
Missouri
$3.02M 240,140 +14,257 +6%
RC
14
Rareview Capital
Nevada
$2.16M 171,844 +171,844 New
CIA
15
Capital Investment Advisors
Georgia
$1.94M 154,220 -1,343 -0.9%
Invesco
16
Invesco
Georgia
$1.74M 138,655 -5,352 -4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.65M 131,652 +44,287 +51%
LPL Financial
18
LPL Financial
California
$1.42M 113,008 +12,006 +12%
KA
19
Kovack Advisors
Florida
$1.4M 111,315 +12,650 +13%
JPLA
20
Joseph P. Lucia & Associates
New York
$1.39M 111,051 +6,211 +6%
BI
21
Ballast Inc
Kentucky
$1.39M 111,051 +111,051 New
Raymond James Financial
22
Raymond James Financial
Florida
$1.36M 108,124 +16,378 +18%
Allspring Global Investments
23
Allspring Global Investments
North Carolina
$1.35M 107,639 -493,563 -82%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.19M 94,781 -23,693 -20%
JWCA
25
J.W. Cole Advisors
Florida
$1.09M 87,051 +8,123 +10%
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