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KIO

KKR Income Opportunities Fund

95 hedge funds and large institutions have $133M invested in KKR Income Opportunities Fund in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 29

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

0% more funds holding

Funds holding: 9595 (0)

4% less capital invested

Capital invested by funds: $138M → $133M (-$5.45M)

1.14% less ownership

Funds ownership: 26.97%25.83% (-1.1%)

Holders
95
Holders Change
Holders Change %
0%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
37
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$21.6M +$2.45M +194,246 +13%
PCM
2
Penserra Capital Management
California
$14.2M +$9.65M +765,563 +214%
SIA
3
Sit Investment Associates
Minnesota
$13.5M -$8.74M -694,001 -39%
GC
4
Guggenheim Capital
Illinois
$9.05M -$40.4K -3,205 -0.4%
UBS Group
5
UBS Group
Switzerland
$7.21M -$2.39M -189,673 -25%
Wells Fargo
6
Wells Fargo
California
$6.69M +$3.47M +275,736 +108%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$6.64M +$4.98M +395,350 +300%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$5.61M +$5.61M +445,362 New
PAMP
9
Polar Asset Management Partners
Ontario, Canada
$5.34M +$101K +8,052 +2%
Bank of America
10
Bank of America
North Carolina
$3.81M -$477K -37,881 -11%
KIM
11
Karpus Investment Management
New York
$2.54M -$4.66M -369,481 -65%
AAM
12
Advisors Asset Management
Colorado
$2.22M -$1.33M -105,337 -37%
CIA
13
Capital Investment Advisors
Georgia
$1.92M -$19.1K -1,518 -1%
LPL Financial
14
LPL Financial
California
$1.81M +$382K +30,343 +27%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.77M +$580K +46,053 +49%
Raymond James Financial
16
Raymond James Financial
Florida
$1.66M +$300K +23,812 +22%
Invesco
17
Invesco
Georgia
$1.64M -$104K -8,248 -6%
JPLA
18
Joseph P. Lucia & Associates
New York
$1.41M +$8.33K +661 +0.6%
KA
19
Kovack Advisors
Florida
$1.39M -$15.1K -1,200 -1%
JWCA
20
J.W. Cole Advisors
Florida
$1.24M +$144K +11,397 +13%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$986K +$338K +26,825 +52%
SG
22
StoneX Group
New York
$949K -$7.38K -586 -0.8%
VIA
23
Virtus Investment Advisers
Connecticut
$926K -$1.2K -95 -0.1%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$802K
SFS
25
Shaker Financial Services
Virginia
$735K +$130K +10,285 +21%