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 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
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
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
$22.1M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$1.35M
3
LCM
Landscape Capital Management
New Jersey
$4M
4
1CP
1607 Capital Partners
Virginia
$7.23M
5
UBS Group
UBS Group
Switzerland
$9.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
26
Strategic Advocates
Utah
$1.04M +$68.2K +5,430 +7%
SG
27
StoneX Group
New York
$953K +$2.98K +237 +0.3%
VIA
28
Virtus Investment Advisers
Connecticut
$925K -$219K -17,465 -19%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$800K -$64.9K -5,167 -8%
RCM
30
Robinson Capital Management
Michigan
$654K +$63.4K +5,050 +11%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$646K +$87K +6,925 +16%
WAM
32
Wolverine Asset Management
Illinois
$642K -$1.05M -83,250 -62%
CLA
33
Carnegie Lake Advisors
New Jersey
$607K -$21.3K -1,699 -3%
BI
34
Bramshill Investments
Florida
$606K -$9.45K -752 -2%
SFS
35
Shaker Financial Services
Virginia
$604K +$122K +9,717 +25%
NA
36
NewEdge Advisors
Louisiana
$597K +$25.8K +2,051 +5%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$580K +$68.9K +5,488 +13%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$546K +$414 +33 +0.1%
SXL
39
Summit X LLC
Missouri
$533K -$189K -15,030 -26%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$518K +$55.9K +4,450 +12%
Comerica Bank
41
Comerica Bank
Texas
$495K +$2.19K +174 +0.4%
Cohen & Steers
42
Cohen & Steers
New York
$475K +$475K +37,779 New
WS
43
Wedbush Securities
California
$468K +$85.3K +6,795 +22%
ACP
44
Aviance Capital Partners
Florida
$449K +$70.4K +5,604 +19%
Osaic Holdings
45
Osaic Holdings
Arizona
$430K -$277K -20,849 -39%
UCI
46
Uncommon Cents Investing
Wisconsin
$426K -$3.77K -300 -0.9%
SI
47
Stephens Inc
Arkansas
$397K +$59.9K +4,769 +18%
Corient Private Wealth
48
Corient Private Wealth
Florida
$387K +$387K +30,841 New
VCWA
49
Vanguard Capital Wealth Advisors
Colorado
$377K -$62.8K -5,000 -14%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$376K +$66.5K +5,296 +21%
1
2
3 4