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 %
SIA
1
Sit Investment Associates
Minnesota
$22.1M -$6.25M -497,522 -22%
Morgan Stanley
2
Morgan Stanley
New York
$19.1M +$4.57M +364,140 +32%
UBS Group
3
UBS Group
Switzerland
$9.57M -$1.68M -133,514 -15%
GC
4
Guggenheim Capital
Illinois
$9.06M -$588K -46,804 -6%
1CP
5
1607 Capital Partners
Virginia
$7.23M -$1.93M -153,831 -21%
KIM
6
Karpus Investment Management
New York
$7.18M -$1.32M -104,900 -16%
PAMP
7
Polar Asset Management Partners
Ontario, Canada
$5.23M +$158K +12,556 +3%
PCM
8
Penserra Capital Management
California
$4.5M +$133K +10,585 +3%
Bank of America
9
Bank of America
North Carolina
$4.28M +$214K +17,001 +5%
LCM
10
Landscape Capital Management
New Jersey
$4M -$6.06M -482,610 -60%
AAM
11
Advisors Asset Management
Colorado
$3.54M -$196K -15,622 -5%
Wells Fargo
12
Wells Fargo
California
$3.2M +$548K +43,665 +21%
Stifel Financial
13
Stifel Financial
Missouri
$3.02M +$179K +14,257 +6%
RC
14
Rareview Capital
Nevada
$2.16M +$2.16M +171,844 New
CIA
15
Capital Investment Advisors
Georgia
$1.94M -$16.9K -1,343 -0.9%
Invesco
16
Invesco
Georgia
$1.74M -$67.2K -5,352 -4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.65M +$556K +44,287 +51%
LPL Financial
18
LPL Financial
California
$1.42M +$151K +12,006 +12%
KA
19
Kovack Advisors
Florida
$1.4M +$159K +12,650 +13%
JPLA
20
Joseph P. Lucia & Associates
New York
$1.39M +$78K +6,211 +6%
BI
21
Ballast Inc
Kentucky
$1.39M +$1.39M +111,051 New
Raymond James Financial
22
Raymond James Financial
Florida
$1.36M +$206K +16,378 +18%
Allspring Global Investments
23
Allspring Global Investments
North Carolina
$1.35M -$6.2M -493,563 -82%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.19M -$297K -23,693 -20%
JWCA
25
J.W. Cole Advisors
Florida
$1.09M +$102K +8,123 +10%
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