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KIO

KKR Income Opportunities Fund

83 hedge funds and large institutions have $151M invested in KKR Income Opportunities Fund in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 31 increasing their positions, 8 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 8

180% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 10

112% more capital invested

Capital invested by funds: $71.4M → $151M (+$80M)

26% more funds holding

Funds holding: 6683 (+17)

10.52% more ownership

Funds ownership: 19.64%30.16% (+11%)

Holders
83
Holders Change
+17
Holders Change %
+25.76%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
28
Increased
31
Reduced
8
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
26
Strategic Advocates
Utah
$947K +$979K +77,035 New
SG
27
StoneX Group
New York
$930K +$961K +75,648 New
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$846K +$63.5K +5,000 +8%
RCM
29
Rivernorth Capital Management
Florida
$738K +$763K +60,042 New
SXL
30
Summit X LLC
Missouri
$707K -$219K -17,241 -23%
Osaic Holdings
31
Osaic Holdings
Arizona
$655K +$300K +23,566 +79%
CLA
32
Carnegie Lake Advisors
New Jersey
$615K
BI
33
Bramshill Investments
Florida
$602K +$852 +67 +0.1%
RCM
34
Robinson Capital Management
Michigan
$578K +$598K +47,039 New
NA
35
NewEdge Advisors
Louisiana
$559K +$48.9K +3,844 +9%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$547K +$193K +15,210 +52%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$534K +$178K +13,992 +48%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$501K +$15.2K +1,193 +3%
Comerica Bank
39
Comerica Bank
Texas
$483K
SFS
40
Shaker Financial Services
Virginia
$471K +$487K +38,342 New
Baird Financial Group
41
Baird Financial Group
Wisconsin
$452K +$468K +36,786 New
VCWA
42
Vanguard Capital Wealth Advisors
Colorado
$430K
UCI
43
Uncommon Cents Investing
Wisconsin
$421K +$435K +34,234 New
MG
44
Marex Group
$384K +$265K +20,851 +200%
WS
45
Wedbush Securities
California
$375K +$4.31K +339 +1%
ACP
46
Aviance Capital Partners
Florida
$370K +$383K +30,119 New
SI
47
Stephens Inc
Arkansas
$330K
WA
48
WealthTrust Axiom
Pennsylvania
$327K +$338K +26,591 New
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$303K +$90.9K +7,148 +41%
AUB
50
Atlantic Union Bankshares
Virginia
$298K +$308K +24,237 New

KIO Hedge Fund Activity: Q1 2025 in Review

83 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in KKR Income Opportunities Fund (KIO) for Q1 2025, worth a combined $151M — up 112% from $71.4M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new KIO positions and 10 closed out — a net gain of 18 holders — while 31 added to existing stakes and 8 trimmed.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $28.7M. The largest seller was Virtus ETF Advisers, exiting entirely with an estimated $849K sold.

  • 83 institutional investors held KKR Income Opportunities Fund (KIO) as of Q1 2025, up from 66 in Q4 2024.
  • Funds reported $151M of KKR Income Opportunities Fund stock for Q1 2025, up 112% quarter-over-quarter.
  • 28 funds opened new KKR Income Opportunities Fund positions in Q1 2025 and 10 closed out, a net change of +18 holders.
  • The largest KKR Income Opportunities Fund buyer in Q1 2025 was Sit Investment Associates, an estimated $28.7M added.
  • The largest KKR Income Opportunities Fund seller in Q1 2025 was Virtus ETF Advisers, an estimated $849K sold.

Based on aggregated 13F filings for Q1 2025.