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 %
SA
26
Strategic Advocates
Utah
$1.04M 82,465 +5,430 +7%
SG
27
StoneX Group
New York
$953K 75,885 +237 +0.3%
VIA
28
Virtus Investment Advisers
Connecticut
$925K 73,626 -17,465 -19%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$800K 63,667 -5,167 -8%
RCM
30
Robinson Capital Management
Michigan
$654K 52,089 +5,050 +11%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$646K 51,448 +6,925 +16%
WAM
32
Wolverine Asset Management
Illinois
$642K 51,102 -83,250 -62%
CLA
33
Carnegie Lake Advisors
New Jersey
$607K 48,324 -1,699 -3%
BI
34
Bramshill Investments
Florida
$606K 48,244 -752 -2%
SFS
35
Shaker Financial Services
Virginia
$604K 48,059 +9,717 +25%
NA
36
NewEdge Advisors
Louisiana
$597K 47,517 +2,051 +5%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$580K 46,214 +5,488 +13%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$546K 43,468 +33 +0.1%
SXL
39
Summit X LLC
Missouri
$533K 42,476 -15,030 -26%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$518K 41,236 +4,450 +12%
Comerica Bank
41
Comerica Bank
Texas
$495K 39,446 +174 +0.4%
Cohen & Steers
42
Cohen & Steers
New York
$475K 37,779 +37,779 New
WS
43
Wedbush Securities
California
$468K 37,269 +6,795 +22%
ACP
44
Aviance Capital Partners
Florida
$449K 35,723 +5,604 +19%
Osaic Holdings
45
Osaic Holdings
Arizona
$430K 32,411 -20,849 -39%
UCI
46
Uncommon Cents Investing
Wisconsin
$426K 33,934 -300 -0.9%
SI
47
Stephens Inc
Arkansas
$397K 31,621 +4,769 +18%
Corient Private Wealth
48
Corient Private Wealth
Florida
$387K 30,841 +30,841 New
VCWA
49
Vanguard Capital Wealth Advisors
Colorado
$377K 30,000 -5,000 -14%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$376K 29,942 +5,296 +21%
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