Who Owns HFRO?
Highland Opportunities and Income Fund — Institutional Ownership & 13F Holdings
$6.12
+0.02 (+0.33%)
Market Cap
$342.1M
Shares Outstanding
55,326,800
Institutional Holders
93
Total Inst. Value
$114.4M
% of Float Held
—
QoQ Holder Change
+21
Institutional data as of Q1 2025
New Positions
22
Closed Positions
25
Increased
23
Decreased
35
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | $20.9M | 4,023,301 |
| 2 | MORGAN STANLEY | $18.3M | 3,511,694 |
| 3 | Thomas J. Herzfeld Advisors, Inc. | $13.9M | 2,677,303 |
| 4 | Invesco Ltd. | $9.2M | 1,761,877 |
| 5 | ROYAL BANK OF CANADA | $7.5M | 1,436,380 |
| 6 | Geneos Wealth Management Inc. | $5.7M | 1,090,325 |
| 7 | Cambridge Investment Research Advisors, Inc. | $4.9M | 949,184 |
| 8 | NEXPOINT ASSET MANAGEMENT, L.P. | $4.8M | 918,047 |
| 9 | Matisse CapitalNew | $3.0M | 583,387 |
| 10 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $2.8M | 529,953 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +198K | $18.3M |
| Geneos Wealth Management Inc. | +569K | $5.7M |
| Cambridge Investment Research Advisors, Inc. | +212K | $4.9M |
| Matisse CapitalNew | +583K | $3.0M |
| Camelot Portfolios, LLCNew | +458K | $2.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| ROYAL BANK OF CANADA | -720K | $7.5M |
| ICON ADVISERS INC/CO | -495K | $154K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | -390K | $2.8M |
| North Ground Capital | -330K | $1.1M |
| IHT Wealth Management, LLC | -195K | $1.1M |
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Frequently Asked Questions
How many institutional investors hold HFRO?
As of Q1 2025, 93 institutional investors report holding HFRO (Highland Opportunities and Income Fund) in their 13F filings.
Which hedge fund owns the most HFRO?
The largest institutional holder of HFRO is RAYMOND JAMES FINANCIAL INC with $20.9M in shares.
Are institutions buying or selling HFRO?
This quarter, 22 institutions opened new positions in HFRO and 25 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.