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KIO

KKR Income Opportunities Fund

95 hedge funds and large institutions have $133M invested in KKR Income Opportunities Fund in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 29

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

0% more funds holding

Funds holding: 9595 (0)

4% less capital invested

Capital invested by funds: $138M → $133M (-$5.45M)

1.14% less ownership

Funds ownership: 26.97%25.83% (-1.1%)

Holders
95
Holders Change
Holders Change %
0%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
37
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DC
51
Davenport & Co
Virginia
$274K +$274K +21,708 New
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$221K -$156K -12,421 -41%
AWM
53
Apollon Wealth Management
South Carolina
$219K +$6.16K +489 +3%
PI
54
PFG Investments
New York
$207K +$207K +16,401 New
VF
55
Virtu Financial
New York
$203K +$203K +16,138 New
FAG
56
Fortitude Advisory Group
Washington
$202K +$44.9K +3,565 +29%
CAM
57
Cresset Asset Management
Illinois
$201K +$26.5K +2,100 +15%
SWM
58
SeaCrest Wealth Management
New York
$200K +$3.26K +259 +2%
RSF
59
Rik Saylor Financial
Ohio
$195K +$227 +18 +0.1%
VAM
60
Verity Asset Management
North Carolina
$194K +$44.1K +3,499 +29%
HighTower Advisors
61
HighTower Advisors
Illinois
$181K
CIA
62
Concurrent Investment Advisors
Florida
$176K -$265 -21 -0.2%
GLLW
63
Graves Light Lenhart Wealth
Virginia
$173K
GHAM
64
Gilman Hill Asset Management
Connecticut
$167K +$167K +13,235 New
LNWWM
65
Laird Norton Wetherby Wealth Management
California
$164K
PFA
66
Plotkin Financial Advisors
Maryland
$163K
Creative Planning
67
Creative Planning
Kansas
$153K +$3.7K +294 +2%
1W
68
1776 Wealth
Georgia
$150K -$15.1K -1,200 -9%
GCM
69
Gator Capital Management
Florida
$150K -$24.2K -1,918 -14%
HA
70
Herold Advisors
New York
$150K +$17.2K +1,369 +13%
OC
71
Oppenheimer & Co
New York
$148K +$148K +11,781 New
GCP
72
Gill Capital Partners
Colorado
$148K -$11.4K -903 -7%
UPS
73
UHLMANN PRICE SECURITIES
Illinois
$148K +$4.14K +329 +3%
ACM
74
Anfield Capital Management
California
$99.7K +$99.7K +7,911 New
AUB
75
Atlantic Union Bankshares
Virginia
$92.1K -$75.4K -5,986 -45%