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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
AF
51
Atala Financial
California
$292K
WA
52
WealthTrust Axiom
Pennsylvania
$288K -$44K -3,677 -14%
AC
53
Almitas Capital
California
$262K +$250K +20,851 New
Jane Street
54
Jane Street
New York
$259K +$247K +20,650 New
AWM
55
Apollon Wealth Management
South Carolina
$212K +$9.87K +825 +5%
SWM
56
SeaCrest Wealth Management
New York
$197K -$323 -27 -0.2%
RSF
57
Rik Saylor Financial
Ohio
$194K +$2.11K +176 +1%
HighTower Advisors
58
HighTower Advisors
Illinois
$181K +$16K +1,338 +10%
CIA
59
Concurrent Investment Advisors
Florida
$175K +$7K +585 +4%
CAM
60
Cresset Asset Management
Illinois
$174K -$79.3K -6,628 -32%
GCM
61
Gator Capital Management
Florida
$174K
GLLW
62
Graves Light Lenhart Wealth
Virginia
$172K
AUB
63
Atlantic Union Bankshares
Virginia
$167K -$131K -10,941 -45%
AWS
64
Atria Wealth Solutions
New York
$165K -$25.7K -2,144 -14%
1W
65
1776 Wealth
Georgia
$165K
LNWWM
66
Laird Norton Wetherby Wealth Management
California
$163K +$156K +12,996 New
PFA
67
Plotkin Financial Advisors
Maryland
$163K
GCP
68
Gill Capital Partners
Colorado
$159K -$31.2K -2,604 -17%
FAG
69
Fortitude Advisory Group
Washington
$157K
Mariner
70
Mariner
Kansas
$151K +$144K +11,993 New
VAM
71
Verity Asset Management
North Carolina
$150K -$98.9K -8,259 -41%
Creative Planning
72
Creative Planning
Kansas
$149K +$3.54K +296 +3%
UPS
73
UHLMANN PRICE SECURITIES
Illinois
$143K +$4K +334 +3%
HA
74
Herold Advisors
New York
$132K +$126K +10,505 New
US Bancorp
75
US Bancorp
Minnesota
$63.8K -$4.79K -400 -7%

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.