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KIO

KKR Income Opportunities Fund

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: 9595 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$22.9M +$3.12M +263,671 +15%
PCM
2
Penserra Capital Management
California
$14M +$979K +82,687 +7%
GC
3
Guggenheim Capital
Illinois
$8.76M +$448K +37,860 +5%
UBS Group
4
UBS Group
Switzerland
$7.19M +$571K +48,255 +8%
Wells Fargo
5
Wells Fargo
California
$6.62M +$479K +40,463 +8%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$5.22M +$60.7K +5,128 +1%
Bank of America
7
Bank of America
North Carolina
$3.65M +$144K +12,186 +4%
SFS
8
Shaker Financial Services
Virginia
$3.57M +$2.96M +249,785 +428%
Balyasny Asset Management
9
Balyasny Asset Management
Illinois
$3.51M +$3.59M +303,000 New
SIA
10
Sit Investment Associates
Minnesota
$3.34M -$9.25M -781,264 -73%
KIM
11
Karpus Investment Management
New York
$2.03M -$314K -26,532 -13%
LSC
12
Logan Stone Capital
Illinois
$1.95M +$1.99M +168,195 New
RC
13
Rareview Capital
Nevada
$1.88M +$1.18M +99,309 +197%
KA
14
Kovack Advisors
Florida
$1.83M +$566K +47,768 +43%
CIA
15
Capital Investment Advisors
Georgia
$1.66M -$114K -9,649 -6%
Raymond James Financial
16
Raymond James Financial
Florida
$1.4M -$128K -10,837 -8%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.38M -$4.83M -408,093 -77%
LPL Financial
18
LPL Financial
California
$1.37M -$293K -24,779 -17%
Invesco
19
Invesco
Georgia
$1.37M -$140K -11,858 -9%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.3M -$343K -28,964 -21%
Jane Street
21
Jane Street
New York
$1.27M +$712K +60,153 +121%
JPLA
22
Joseph P. Lucia & Associates
New York
$1.22M -$74.5K -6,295 -6%
JWCA
23
J.W. Cole Advisors
Florida
$1.18M +$37.7K +3,187 +3%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$1.06M +$161K +13,567 +17%
RCM
25
Rivernorth Capital Management
Florida
$1.06M +$1.08M +91,534 New