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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
AF
51
Atala Financial
California
$286K
SA
52
SFI Advisors
New Jersey
$276K +$285K +22,419 New
CAM
53
Cresset Asset Management
Illinois
$252K -$28K -2,205 -10%
VAM
54
Verity Asset Management
North Carolina
$248K +$34K +2,674 +15%
AWM
55
Apollon Wealth Management
South Carolina
$197K
SWM
56
SeaCrest Wealth Management
New York
$193K -$109K -8,558 -35%
HWAM
57
Hennion & Walsh Asset Management
New Jersey
$191K +$585 +46 +0.3%
AWS
58
Atria Wealth Solutions
New York
$188K +$25K +1,965 +15%
RSF
59
Rik Saylor Financial
Ohio
$188K +$2.1K +165 +1%
GCP
60
Gill Capital Partners
Colorado
$188K +$194K +15,259 New
GCM
61
Gator Capital Management
Florida
$170K -$74.6K -5,873 -30%
GLLW
62
Graves Light Lenhart Wealth
Virginia
$169K
CIA
63
Concurrent Investment Advisors
Florida
$164K
1W
64
1776 Wealth
Georgia
$162K
HighTower Advisors
65
HighTower Advisors
Illinois
$160K
PFA
66
Plotkin Financial Advisors
Maryland
$159K
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$150K +$155K +12,176 New
FAG
68
Fortitude Advisory Group
Washington
$143K +$159K +12,501 New
Creative Planning
69
Creative Planning
Kansas
$142K +$15.2K +1,196 +12%
UPS
70
UHLMANN PRICE SECURITIES
Illinois
$136K +$140K +11,052 New
CA
71
CoreCap Advisors
Michigan
$115K +$22.4K +1,759 +23%
US Bancorp
72
US Bancorp
Minnesota
$67.3K +$50.6K +3,981 +266%
NWMP
73
Noble Wealth Management PBC
Colorado
$62.7K +$64.8K +5,100 New
SW
74
SVB Wealth
Massachusetts
$26.4K +$27.3K +2,149 New
AF
75
Advisornet Financial
Minnesota
$25.7K +$26.6K +2,093 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.