Who Owns KKR INCOME OPPORTUNITIES FUND (KIO)?Hedge Fund & Institutional Holders

$10.85-0.17 (-1.54%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.9000130008000717e+167T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$10.99$11.99$13.00$14.00$15.00Aug 24Jun 25Mar 26

KIO — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Penserra Capital Management LLCNew Position+1.2M+$13.0M
Janney Montgomery Scott LLCNew Position+450K+$5.0M
Shaker Financial Services, LLCNew Position+308K+$3.6M
BALYASNY ASSET MANAGEMENT L.P.New Position+303K+$3.0M
Logan Stone Capital, LLCNew Position+168K+$1.9M
Capital Investment Advisors, LLCNew Position+143K+$1.7M
Joseph P. Lucia & Associates, LLCNew Position+105K+$1.2M
J.W. COLE ADVISORS, INC.New Position+102K+$1.2M
RIVERNORTH CAPITAL MANAGEMENT, LLCNew Position+92K+$1.1M
WOLVERINE ASSET MANAGEMENT LLCNew Position+71K+$822K
TrueMark Investments, LLCNew Position+45K+$524K
Carnegie Lake Advisors LLCNew Position+44K+$505K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+43K+$500K
Aviance Capital Partners, LLCNew Position+39K+$457K
STEPHENS INC /AR/New Position+37K+$424K

KIO — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
ROYAL BANK OF CANADADecreased-408K-$6.6B
Polar Asset Management Partners Inc.Closed Position-424K-$5.3B
Karpus Management, Inc.Closed Position-202K-$2.5B
Advisors Asset Management, Inc.Decreased-113K-$2.2B
LPL Financial LLCDecreased-25K-$1.8B
RAYMOND JAMES FINANCIAL INCDecreased-11K-$1.7B
Invesco Ltd.Decreased-12K-$1.6B
StoneX Group Inc.Decreased-2K-$948.8M
Virtus Investment Advisers, LLCDecreased-17K-$925.8M
OSAIC HOLDINGS, INC.Decreased-22K-$723.3M
NewEdge Advisors, LLCDecreased-242-$626.9M
Strategic Advocates LLCDecreased-7K-$582.2M
Arax Advisory PartnersDecreased-2K-$498.3M
STIFEL FINANCIAL CORPDecreased-11K-$368.0M
WealthTrust Axiom LLCDecreased-716-$288.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY1,722,055$19.0M0.00%Share
2Penserra Capital Management LLC1,206,826$13.0M0.15%Share
3GUGGENHEIM CAPITAL LLC755,814$8.0M0.06%Share
4UBS Group AG619,650$7.2M0.00%Share
5Janney Montgomery Scott LLC450,490$5.0M0.01%Share
6WELLS FARGO & COMPANY/MN504,689$5.0M0.00%Share
7Shaker Financial Services, LLC308,129$3.6M1.13%Share
8BANK OF AMERICA CORP /DE/314,703$3.0M0.00%Share
9BALYASNY ASSET MANAGEMENT L.P.303,000$3.0M0.00%Share
10SIT INVESTMENT ASSOCIATES INC288,038$3.0M0.06%Share
11MORGAN STANLEY214,347$2.0M0.00%Share
12Logan Stone Capital, LLC168,195$1.9M0.48%Share
13Rareview Capital LLC149,809$1.9M1.22%Share
14Capital Investment Advisors, LLC143,053$1.7M0.03%Share
15Kovack Advisors, Inc.157,883$1.4M0.11%Share
16Invesco Ltd.118,549$1.4M0.00%Share
17Joseph P. Lucia & Associates, LLC105,417$1.2M0.44%Share
18J.W. COLE ADVISORS, INC.101,635$1.2M0.03%Share
19RIVERNORTH CAPITAL MANAGEMENT, LLC91,534$1.1M0.05%Share
20ROYAL BANK OF CANADA118,719$1.0M0.00%Share
21Cetera Investment Advisers91,840$1.0M0.00%Share
22Cambridge Investment Research Advisors, Inc.111,870$1.0M0.00%Share
23LPL Financial LLC118,572$1.0M0.00%Share
24Baird Financial Group, Inc.90,238$1.0M0.00%Share
25JANE STREET GROUP, LLC91,327$1.0M0.00%Share
26WOLVERINE ASSET MANAGEMENT LLC70,942$822K0.01%Share
27Virtus Investment Advisers, LLC56,409$653K0.18%Share
28ROBINSON CAPITAL MANAGEMENT, LLC52,154$604K0.25%Share
29Bramshill Investments, LLC47,436$549K0.03%Share
30TrueMark Investments, LLC45,255$524K0.10%Share
31Carnegie Lake Advisors LLC43,624$505K0.19%Share
32WEALTH ENHANCEMENT ADVISORY SERVICES, LLC42,948$500K0.00%Share
33Aviance Capital Partners, LLC39,499$457K0.05%Share
34COMERICA BANK39,402$456K0.00%Share
35Strategic Advocates LLC38,847$450K0.12%Share
36COHEN & STEERS, INC.37,779$438K0.00%Share
37STEPHENS INC /AR/36,668$424K0.01%Share
38LANDSCAPE CAPITAL MANAGEMENT, L.L.C.33,904$392K0.03%Share
39Uncommon Cents Investing LLC33,385$386K0.09%Share
40Corient Private Wealth LLC30,841$357K0.00%Share
41Hennion & Walsh Asset Management, Inc.29,292$339K0.01%Share
42WealthTrust Axiom LLC22,198$257K0.07%Share
43Apollon Wealth Management, LLC19,629$227K0.00%Share
44LANDSCAPE CAPITAL MANAGEMENT, L.L.C.18,812$218K0.01%Share
45SeaCrest Wealth Management, LLC16,378$190K0.02%Share
46Fortitude Advisory Group L.L.C.16,066$186K0.08%Share
47Virtu Financial LLC15,894$184K0.01%Share
48RIK SAYLOR FINANCIAL, INC.15,625$181K0.13%Share
49Concurrent Investment Advisors, LLC13,990$162K0.00%Share
50Graves Light Lenhart Wealth, Inc.13,728$159K0.02%Share

KIO Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202594$100.4M+31
Q3 202563$85.7B-23
Q2 202586$77.0B+5
Q1 202581$115.2B+21
Q4 202460$4.4T+17
Q3 202443$45.1T+4
Q2 202439$46.0T+4
Q1 202435$46.8T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold KIO (KKR INCOME OPPORTUNITIES FUND). The largest holder is MORGAN STANLEY with $19.0M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own KIO?

As of Q4 2025, 50 institutional investors report holding KIO (KKR INCOME OPPORTUNITIES FUND) in their 13F filings.

Who is the largest institutional holder of KIO?

The largest institutional holder of KIO is MORGAN STANLEY with $19.0M in shares.

Is institutional ownership of KIO increasing or decreasing?

This quarter, 15 institutions opened new positions in KIO and 2 closed their positions.