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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
SIA
1
Sit Investment Associates
Minnesota
$22.1M -$5.95M -497,522 -22%
Morgan Stanley
2
Morgan Stanley
New York
$19.1M +$4.36M +364,140 +32%
UBS Group
3
UBS Group
Switzerland
$9.57M -$1.6M -133,514 -15%
GC
4
Guggenheim Capital
Illinois
$9.06M -$560K -46,804 -6%
1CP
5
1607 Capital Partners
Virginia
$7.23M -$1.84M -153,831 -21%
KIM
6
Karpus Investment Management
New York
$7.18M -$1.26M -104,900 -16%
PAMP
7
Polar Asset Management Partners
Ontario, Canada
$5.23M +$150K +12,556 +3%
PCM
8
Penserra Capital Management
California
$4.5M +$127K +10,585 +3%
Bank of America
9
Bank of America
North Carolina
$4.28M +$203K +17,001 +5%
LCM
10
Landscape Capital Management
New Jersey
$4M -$5.78M -482,610 -60%
AAM
11
Advisors Asset Management
Colorado
$3.54M -$187K -15,622 -5%
Wells Fargo
12
Wells Fargo
California
$3.2M +$523K +43,665 +21%
Stifel Financial
13
Stifel Financial
Missouri
$3.02M +$171K +14,257 +6%
RC
14
Rareview Capital
Nevada
$2.16M +$2.06M +171,844 New
CIA
15
Capital Investment Advisors
Georgia
$1.94M -$16.1K -1,343 -0.9%
Invesco
16
Invesco
Georgia
$1.74M -$64.1K -5,352 -4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.65M +$530K +44,287 +51%
LPL Financial
18
LPL Financial
California
$1.42M +$144K +12,006 +12%
KA
19
Kovack Advisors
Florida
$1.4M +$151K +12,650 +13%
JPLA
20
Joseph P. Lucia & Associates
New York
$1.39M +$74.3K +6,211 +6%
Raymond James Financial
21
Raymond James Financial
Florida
$1.36M +$196K +16,378 +18%
Allspring Global Investments
22
Allspring Global Investments
North Carolina
$1.35M -$5.91M -493,563 -82%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.19M -$284K -23,693 -20%
JWCA
24
J.W. Cole Advisors
Florida
$1.09M +$97.2K +8,123 +10%
SA
25
Strategic Advocates
Utah
$1.04M +$65K +5,430 +7%

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.