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KIO

KKR Income Opportunities Fund

95 hedge funds and large institutions have $138M invested in KKR Income Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

17% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 30

14% more funds holding

Funds holding: 8395 (+12)

3.19% less ownership

Funds ownership: 30.16%26.97% (-3.2%)

9% less capital invested

Capital invested by funds: $151M → $138M (-$13M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
95
Holders Change
+12
Holders Change %
+14.46%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
35
Reduced
30
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG
26
StoneX Group
New York
$953K +$2.84K +237 +0.3%
VIA
27
Virtus Investment Advisers
Connecticut
$925K -$209K -17,465 -19%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$800K -$61.8K -5,167 -8%
RCM
29
Robinson Capital Management
Michigan
$654K +$60.4K +5,050 +11%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$646K +$82.9K +6,925 +16%
WAM
31
Wolverine Asset Management
Illinois
$642K -$996K -83,250 -62%
Osaic Holdings
32
Osaic Holdings
Arizona
$615K -$51.5K -4,303 -8%
CLA
33
Carnegie Lake Advisors
New Jersey
$607K -$20.3K -1,699 -3%
BI
34
Bramshill Investments
Florida
$606K -$9K -752 -2%
SFS
35
Shaker Financial Services
Virginia
$604K +$116K +9,717 +25%
NA
36
NewEdge Advisors
Louisiana
$597K +$24.5K +2,051 +5%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$580K +$65.7K +5,488 +13%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$546K +$395 +33 +0.1%
SXL
39
Summit X LLC
Missouri
$533K -$180K -15,030 -26%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$518K +$53.3K +4,450 +12%
Comerica Bank
41
Comerica Bank
Texas
$495K +$2.08K +174 +0.4%
Cohen & Steers
42
Cohen & Steers
New York
$475K +$452K +37,779 New
WS
43
Wedbush Securities
California
$468K +$81.3K +6,795 +22%
ACP
44
Aviance Capital Partners
Florida
$449K +$67.1K +5,604 +19%
UCI
45
Uncommon Cents Investing
Wisconsin
$426K -$3.59K -300 -0.9%
SI
46
Stephens Inc
Arkansas
$397K +$57.1K +4,769 +18%
Corient Private Wealth
47
Corient Private Wealth
Florida
$387K +$369K +30,841 New
VCWA
48
Vanguard Capital Wealth Advisors
Colorado
$377K -$59.8K -5,000 -14%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$376K +$63.4K +5,296 +21%
HWAM
50
Hennion & Walsh Asset Management
New Jersey
$301K +$101K +8,462 +54%

KIO Hedge Fund Activity: Q2 2025 in Review

95 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in KKR Income Opportunities Fund (KIO) for Q2 2025, worth a combined $138M — down 8.6% from $151M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new KIO positions and 5 closed out — a net gain of 13 holders — while 35 added to existing stakes and 30 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.36M. The largest seller was Sit Investment Associates, cutting an estimated $5.95M.

  • 95 institutional investors held KKR Income Opportunities Fund (KIO) as of Q2 2025, up from 83 in Q1 2025.
  • Funds reported $138M of KKR Income Opportunities Fund stock for Q2 2025, down 8.6% quarter-over-quarter.
  • 18 funds opened new KKR Income Opportunities Fund positions in Q2 2025 and 5 closed out, a net change of +13 holders.
  • The largest KKR Income Opportunities Fund buyer in Q2 2025 was Morgan Stanley, an estimated $4.36M added.
  • The largest KKR Income Opportunities Fund seller in Q2 2025 was Sit Investment Associates, an estimated $5.95M sold.

Based on aggregated 13F filings for Q2 2025.