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KIO

KKR Income Opportunities Fund

83 hedge funds and large institutions have $151M invested in KKR Income Opportunities Fund in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 31 increasing their positions, 8 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 8

180% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 10

112% more capital invested

Capital invested by funds: $71.4M → $151M (+$80M)

26% more funds holding

Funds holding: 6683 (+17)

10.52% more ownership

Funds ownership: 19.64%30.16% (+11%)

Holders
83
Holders Change
+17
Holders Change %
+25.76%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
28
Increased
31
Reduced
8
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$27.8M +$28.7M +2,260,825 New
Morgan Stanley
2
Morgan Stanley
New York
$14.2M +$1.97M +155,173 +16%
UBS Group
3
UBS Group
Switzerland
$11M +$3.19M +251,133 +39%
LCM
4
Landscape Capital Management
New Jersey
$9.84M +$10.2M +800,734 New
GC
5
Guggenheim Capital
Illinois
$9.44M +$2.54M +199,974 +35%
1CP
6
1607 Capital Partners
Virginia
$8.97M +$9.27M +729,483 New
KIM
7
Karpus Investment Management
New York
$8.31M +$8.6M +676,301 New
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$7.39M +$7.64M +601,202 New
PAMP
9
Polar Asset Management Partners
Ontario, Canada
$4.96M +$5.13M +403,595 New
PCM
10
Penserra Capital Management
California
$4.28M -$446K -35,123 -9%
Bank of America
11
Bank of America
North Carolina
$3.97M +$451K +35,502 +12%
AAM
12
Advisors Asset Management
Colorado
$3.65M -$333K -26,222 -8%
Stifel Financial
13
Stifel Financial
Missouri
$2.78M +$551K +43,324 +24%
Wells Fargo
14
Wells Fargo
California
$2.6M +$609K +47,915 +29%
CIA
15
Capital Investment Advisors
Georgia
$1.91M -$119K -9,360 -6%
Invesco
16
Invesco
Georgia
$1.77M -$128K -10,079 -7%
WAM
17
Wolverine Asset Management
Illinois
$1.65M +$1.71M +134,352 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.46M +$49.3K +3,877 +3%
JPLA
19
Joseph P. Lucia & Associates
New York
$1.29M +$6.86K +540 +0.5%
LPL Financial
20
LPL Financial
California
$1.24M +$187K +14,733 +17%
KA
21
Kovack Advisors
Florida
$1.21M +$694K +54,620 +124%
Raymond James Financial
22
Raymond James Financial
Florida
$1.13M +$900K +70,778 +338%
VIA
23
Virtus Investment Advisers
Connecticut
$1.12M +$1.16M +91,091 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.07M +$76.3K +6,007 +7%
JWCA
25
J.W. Cole Advisors
Florida
$970K +$231K +18,169 +30%

KIO Hedge Fund Activity: Q1 2025 in Review

83 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in KKR Income Opportunities Fund (KIO) for Q1 2025, worth a combined $151M — up 112% from $71.4M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new KIO positions and 10 closed out — a net gain of 18 holders — while 31 added to existing stakes and 8 trimmed.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $28.7M. The largest seller was Virtus ETF Advisers, exiting entirely with an estimated $849K sold.

  • 83 institutional investors held KKR Income Opportunities Fund (KIO) as of Q1 2025, up from 66 in Q4 2024.
  • Funds reported $151M of KKR Income Opportunities Fund stock for Q1 2025, up 112% quarter-over-quarter.
  • 28 funds opened new KKR Income Opportunities Fund positions in Q1 2025 and 10 closed out, a net change of +18 holders.
  • The largest KKR Income Opportunities Fund buyer in Q1 2025 was Sit Investment Associates, an estimated $28.7M added.
  • The largest KKR Income Opportunities Fund seller in Q1 2025 was Virtus ETF Advisers, an estimated $849K sold.

Based on aggregated 13F filings for Q1 2025.