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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
CA
76
CoreCap Advisors
Michigan
$55.7K -$58.7K -4,901 -53%
AF
77
Advisornet Financial
Minnesota
$49K +$21.7K +1,812 +87%
GWM
78
Geneos Wealth Management
Colorado
$23K +$21.9K +1,828 New
BTI
79
Blue Trust Inc
Georgia
$18.8K +$18K +1,500 New
TSMHT
80
Thurston Springer Miller Herd & Titak
Indiana
$18.5K +$17.6K +1,470 New
Jones Financial Companies
81
Jones Financial Companies
Missouri
$16.4K +$15.7K +1,310 New
NFSG
82
Newbridge Financial Services Group
Florida
$15.7K +$15K +1,250 New
EWA
83
EverSource Wealth Advisors
Alabama
$15.5K +$14.8K +1,235 New
FFWM
84
Future Financial Wealth Management
Ohio
$9.42K
AAP
85
Arax Advisory Partners
Colorado
$7.54K +$7.18K +600 New
AAS
86
Ameritas Advisory Services
Nebraska
$4.67K +$4.45K +372 New
JP Morgan Chase
87
JP Morgan Chase
New York
$2.89K
Fifth Third Bancorp
88
Fifth Third Bancorp
Ohio
$2.51K
SPIA
89
Steward Partners Investment Advisory
New York
$2.04K +$1.94K +162 New
WA
90
WPG Advisers
Maryland
$1.9K +$1.81K +151 New
MHIP
91
Mountain Hill Investment Partners
New Jersey
$1.81K +$48 +4 +3%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$1K
TFGT
93
TS Financial Group (TSFG)
Illinois
$1K
AssetMark Inc
94
AssetMark Inc
California
$779 -$192 -16 -21%
Citigroup
95
Citigroup
New York
$13
RCM
96
Rivernorth Capital Management
Florida
-$738K -60,042 Closed
MG
97
Marex Group
-$384K -31,270 Closed
SA
98
SFI Advisors
New Jersey
-$276K -22,419 Closed
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
-$150K -12,176 Closed
SW
100
SVB Wealth
Massachusetts
-$26.4K -2,149 Closed

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.