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 %
HWAM
51
Hennion & Walsh Asset Management
New Jersey
$301K +$106K +8,462 +54%
AF
52
Atala Financial
California
$292K – – –
WA
53
WealthTrust Axiom
Pennsylvania
$288K -$46.2K -3,677 -14%
AC
54
Almitas Capital
California
$262K +$262K +20,851 New
Jane Street
55
Jane Street
New York
$259K +$259K +20,650 New
AWM
56
Apollon Wealth Management
South Carolina
$212K +$10.4K +825 +5%
SWM
57
SeaCrest Wealth Management
New York
$197K -$339 -27 -0.2%
RSF
58
Rik Saylor Financial
Ohio
$194K +$2.21K +176 +1%
HighTower Advisors
59
HighTower Advisors
Illinois
$181K +$16.8K +1,338 +10%
CIA
60
Concurrent Investment Advisors
Florida
$175K +$7.35K +585 +4%
CAM
61
Cresset Asset Management
Illinois
$174K -$83.2K -6,628 -32%
GCM
62
Gator Capital Management
Florida
$174K – – –
GLLW
63
Graves Light Lenhart Wealth
Virginia
$172K – – –
AUB
64
Atlantic Union Bankshares
Virginia
$167K -$137K -10,941 -45%
AWS
65
Atria Wealth Solutions
New York
$165K -$26.9K -2,144 -14%
1W
66
1776 Wealth
Georgia
$165K – – –
LNWWM
67
Laird Norton Wetherby Wealth Management
California
$163K +$163K +12,996 New
PFA
68
Plotkin Financial Advisors
Maryland
$163K – – –
GCP
69
Gill Capital Partners
Colorado
$159K -$32.7K -2,604 -17%
FAG
70
Fortitude Advisory Group
Washington
$157K – – –
Mariner
71
Mariner
Kansas
$151K +$151K +11,993 New
VAM
72
Verity Asset Management
North Carolina
$150K -$104K -8,259 -41%
Creative Planning
73
Creative Planning
Kansas
$149K +$3.72K +296 +3%
UPS
74
UHLMANN PRICE SECURITIES
Illinois
$143K +$4.2K +334 +3%
HA
75
Herold Advisors
New York
$132K +$132K +10,505 New
1 2
3
4