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KIO

KKR Income Opportunities Fund
KIO

95 hedge funds and large institutions have $120M invested in KKR Income Opportunities Fund in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 28

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

0% more funds holding

Funds holding: 95 → 95 (0)

0.61% less ownership

Funds ownership: 25.83% → 25.22% (-0.61%)

10% less capital invested

Capital invested by funds: $133M → $120M (-$13.4M)

Holders
95
Holders Change
–
Holders Change %
0%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
37
Reduced
28
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$3.59M
2
Morgan Stanley
Morgan Stanley
New York
+$3.12M
3
SFS
Shaker Financial Services
Virginia
+$2.96M
4
LSC
Logan Stone Capital
Illinois
+$1.99M
5
RC
Rareview Capital
Nevada
+$1.18M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$9.25M
2
PAMP
Polar Asset Management Partners
Ontario, Canada
-$5.34M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.83M
4
AAM
Advisors Asset Management
Colorado
-$1.33M
5
VCWA
Vanguard Capital Wealth Advisors
Colorado
-$378K
Name Holding Trade Value Shares
Change 		Change in
Stake
VAM
101
Verity Asset Management
North Carolina
– -$194K -15,436 Closed
GHAM
102
Gilman Hill Asset Management
Connecticut
– -$167K -13,235 Closed
PFA
103
Plotkin Financial Advisors
Maryland
– -$163K -12,938 Closed
Creative Planning
104
Creative Planning
Kansas
– -$153K -12,155 Closed
1W
105
1776 Wealth
Georgia
– -$150K -11,944 Closed
Jones Financial Companies
106
Jones Financial Companies
Missouri
– -$16K -1,269 Closed
NFSG
107
Newbridge Financial Services Group
Florida
– -$15.8K -1,250 Closed
FFWM
108
Future Financial Wealth Management
Ohio
– -$9.45K -750 Closed
1 2 3 4
5