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Highland Funds I - Highland Opportunities and Income Fund (HFRO) Institutional Ownership

Highland Funds I - Highland Opportunities and Income Fund logo
$6.44 -0.04 (-0.54%)
Closing price 03:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for Highland Funds I - Highland Opportunities and Income Fund (NYSE:HFRO)

Number of
Institutional Buyers
(last 12 months)
52
Total
Institutional Inflows
(last 12 months)
$71.10M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$27.88M
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Skip Chart & View Institutional Buying and Selling Data

HFRO Institutional Buying and Selling by Quarter

Highland Funds I - Highland Opportunities and Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2025 U.S. Capital Wealth Advisors LLC12,827$81K0.0%-13.5%0.000%
10/8/2025 Integrated Capital Management Inc.40,939$260K0.2%-25.4%0.000%
10/7/2025 Channel Wealth LLC14,216$90K0.0%-15.0%0.000%
9/22/2025GatePass Capital LLC116,100$604K0.4%+5.7%0.000%
9/9/2025NWF Advisory Services Inc.55,400$288K0.0%-73.1%0.000%
9/4/2025Osaic Holdings Inc.307,417$1.60M0.0%+0.8%0.000%
8/19/2025B. Riley Wealth Advisors Inc.24,430$127K0.0%N/A0.000%
8/18/2025Geneos Wealth Management Inc.1,007,989$5.24M0.1%+3.0%0.000%
8/15/2025IHT Wealth Management LLC192,715$1.00M0.0%-6.9%0.000%
8/14/2025Raymond James Financial Inc.3,766,728$19.59M0.0%-6.4%0.000%
8/14/2025NewEdge Advisors LLC121,872$634K0.0%+3.5%0.000%
8/13/2025Thomas J. Herzfeld Advisors Inc.2,600,109$13.52M4.8%-2.9%0.000%
8/13/2025Invesco Ltd.1,745,118$9.08M0.0%-1.0%0.000%
8/13/2025Choreo LLC211,561$1.10M0.0%-41.7%0.000%
8/8/2025Kingsview Wealth Management LLC29,091$151K0.0%+8.6%0.000%
8/8/2025Cetera Investment Advisers70,716$368K0.0%+8.3%0.000%
8/8/2025Calamos Advisors LLC26,592$138K0.0%-8.0%0.000%
8/7/2025Samalin Investment Counsel LLC90,494$471K0.2%-5.7%0.000%
8/6/2025Legacy Investment Solutions LLC5,270$27K0.0%N/A0.000%
8/1/2025Envestnet Asset Management Inc.1,727,010$8.98M0.0%+0.1%0.000%
7/30/2025LifeWealth Investments LLC14,625$76K0.0%N/A0.000%
7/25/2025Atria Wealth Solutions Inc.60,569$315K0.0%+9.9%0.000%
7/25/2025Envestnet Portfolio Solutions Inc.66,964$348K0.0%+8.3%0.000%
7/23/2025Matisse Capital617,000$3.21M1.5%+5.8%0.000%
7/23/2025Abel Hall LLC20,000$104K0.0%N/A0.000%
7/17/2025Camelot Portfolios LLC429,619$2.23M1.3%-6.1%0.000%
7/16/2025Arlington Capital Management Inc.175,047$910K0.8%+95.2%0.000%
7/14/2025Park Avenue Securities LLC222,769$1.16M0.0%+0.9%0.000%
6/27/2025Goldman Sachs Group Inc.10,157$53K0.0%-75.5%0.000%
5/21/2025Geneos Wealth Management Inc.978,559$5.09M0.2%+87.9%0.000%
5/19/2025Jane Street Group LLC21,306$111K0.0%-74.4%0.000%
5/16/2025Goldman Sachs Group Inc.10,157$53K0.0%-75.5%0.000%
5/16/2025NewEdge Advisors LLC117,733$612K0.0%-5.1%0.000%
5/15/2025Royal Bank of Canada1,436,380$7.47M0.0%-33.4%0.000%
5/15/2025Baird Financial Group Inc.116,349$605K0.0%+1.9%0.000%
5/15/2025Landscape Capital Management L.L.C.529,953$2.76M0.2%-42.4%0.000%
5/14/2025Samalin Investment Counsel LLC96,013$499K0.2%+30.4%0.000%
5/14/2025Aristides Capital LLC133,496$694K0.2%-11.5%0.000%
5/14/2025North Ground Capital220,000$1.12M1.1%-60.0%0.000%
5/14/2025Thomas J. Herzfeld Advisors Inc.2,677,303$13.92M4.7%-3.0%0.000%
5/13/2025SFI Advisors LLC81,254$423K0.3%+159.6%0.000%
5/13/2025Raymond James Financial Inc.4,023,301$20.92M0.0%-2.9%0.000%
5/13/2025Nations Financial Group Inc. IA ADV358,315$1.86M0.1%+0.6%0.000%
5/13/2025HighTower Advisors LLC211,406$1.10M0.0%-44.2%0.000%
5/12/2025Invesco Ltd.1,761,877$9.16M0.0%-4.3%0.000%
5/8/2025Geneos Wealth Management Inc.1,090,325$5.68M0.1%+109.3%0.000%
5/7/2025LPL Financial LLC610,018$3.17M0.0%-17.6%0.000%
5/6/2025Cetera Investment Advisers65,292$340K0.0%+14.2%0.000%
5/6/2025Arlington Capital Management Inc.89,674$466K0.4%-6.8%0.000%
5/6/2025Choreo LLC363,122$1.89M0.0%-17.9%0.000%
5/6/2025Tabor Asset Management LP149,435$777K0.2%N/A0.000%
5/5/2025Blue Bell Private Wealth Management LLC62,773$326K0.1%-14.0%0.000%
5/5/2025Private Advisor Group LLC30,060$156K0.0%+19.3%0.000%
5/5/2025Tabor Asset Management LP149,435$777K0.3%N/A0.000%
5/2/2025Kingsview Wealth Management LLC26,791$139K0.0%+8.9%0.000%
5/1/2025AEGON USA Investment Management LLC105,895$551K0.4%-46.1%0.000%
4/29/2025U.S. Capital Wealth Advisors LLC14,827$77K0.0%-18.4%0.000%
4/29/2025Envestnet Asset Management Inc.1,724,764$8.97M0.0%+0.5%0.000%
4/29/2025Calamos Advisors LLC28,904$150K0.0%-46.2%0.000%
4/24/2025Matisse Capital583,387$3.03M1.6%+14.6%0.000%
4/23/2025Oppenheimer & Co. Inc.457,394$2.38M0.0%-5.0%0.000%
4/22/2025Cambridge Investment Research Advisors Inc.949,184$4.94M0.0%+28.8%0.000%
4/17/2025Inscription Capital LLC11,914$62K0.0%N/A0.000%
4/17/2025Janney Montgomery Scott LLC27,102$141K0.0%-52.7%0.000%
4/14/2025Park Avenue Securities LLC220,857$1.15M0.0%+10.7%0.000%
4/9/2025Integrated Capital Management Inc.53,426$278K0.2%+24.4%0.000%
2/17/2025Millennium Management LLC33,253$173K0.0%-65.2%0.000%
2/17/2025Bulldog Investors LLP169,726$881K0.2%-51.8%0.000%
2/17/2025Citadel Advisors LLC13,223$69K0.0%N/A0.000%
2/17/2025CF Capital LLC550,000$2.85M3.1%N/A0.000%
2/17/2025Baird Financial Group Inc.114,187$593K0.0%+11.3%0.000%
2/17/2025Bank of America Corp DE19,245$100K0.0%N/A0.000%
2/14/2025Jane Street Group LLC83,134$431K0.0%+444.3%0.000%
2/14/2025Comerica Bank7,499$39K0.0%-26.2%0.000%
2/14/2025Quarry LP65,900$342K0.0%N/A0.000%
2/14/2025IHT Wealth Management LLC402,105$2.09M0.1%-13.8%0.000%
2/13/2025NewEdge Advisors LLC124,046$644K0.0%+942.0%0.000%
2/13/2025Walleye Capital LLC15,033$78K0.0%N/A0.000%
2/13/2025Icon Advisers Inc. Co.524,518$2.72M0.6%N/A0.000%
2/13/2025Raymond James Financial Inc.4,142,009$21.50M0.0%N/A0.000%
2/13/2025Invesco Ltd.1,840,817$9.55M0.0%+0.9%0.000%
2/13/2025Yakira Capital Management Inc.204,248$1.06M0.4%N/A0.000%
2/13/2025Aristides Capital LLC150,906$783K0.2%+12.1%0.000%
2/13/2025Envestnet Asset Management Inc.1,716,640$8.91M0.0%-15.1%0.000%
2/12/2025Landscape Capital Management L.L.C.920,333$4.78M0.5%-31.9%0.000%
2/12/2025Thomas J. Herzfeld Advisors Inc.2,760,778$14.33M4.6%-8.6%0.000%
2/12/2025Summit Securities Group LLC13,293$69K0.0%N/A0.000%
2/12/2025Maridea Wealth Management LLC22,951$119K0.0%N/A0.000%
2/12/2025Arlington Capital Management Inc.96,242$499K0.3%+15.9%0.000%
2/11/2025LPL Financial LLC740,645$3.84M0.0%-32.7%0.000%
2/11/2025Samalin Investment Counsel LLC73,613$382K0.2%-18.5%0.000%
2/10/2025Envestnet Portfolio Solutions Inc.59,886$311K0.0%+9.4%0.000%
2/10/2025Commonwealth Equity Services LLC428,547$2.22M0.0%-19.9%0.000%
2/7/2025Sequoia Financial Advisors LLC23,981$124K0.0%N/A0.000%
2/7/2025HighTower Advisors LLC379,174$1.97M0.0%-3.3%0.000%
2/7/2025Blue Bell Private Wealth Management LLC72,977$379K0.1%+1,252.9%0.000%
2/6/2025Raymond James Financial Inc.4,142,009$21.50M0.0%N/A0.000%
2/5/2025Oppenheimer & Co. Inc.481,470$2.50M0.0%-21.7%0.000%
2/3/2025Camelot Portfolios LLC362,122$1.88M2.0%-5.2%0.000%
2/3/2025Private Advisor Group LLC25,193$131K0.0%+30.2%0.000%
(Data available from 1/1/2016 forward)

HFRO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HFRO shares?

During the previous two years, 102 institutional investors and hedge funds held shares of Highland Funds I - Highland Opportunities and Income Fund. The most heavily invested institutionals were Raymond James & Associates ($22.63M), Raymond James Financial Inc. ($19.59M), Thomas J. Herzfeld Advisors Inc. ($13.52M), Invesco Ltd. ($9.08M), Envestnet Asset Management Inc. ($8.98M), Royal Bank of Canada ($7.47M), and Penserra Capital Management LLC ($7.37M).Learn more on Highland Funds I - Highland Opportunities and Income Fund's institutional investors.

Which institutional investors have been buying Highland Funds I - Highland Opportunities and Income Fund's stock?

Of the 83 institutional investors that purchased Highland Funds I - Highland Opportunities and Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($8.28M), Raymond James & Associates ($3.58M), Geneos Wealth Management Inc. ($1.19M), Cambridge Investment Research Advisors Inc. ($662.72K), CF Capital LLC ($550K), Landscape Capital Management L.L.C. ($524.81K), and Icon Advisers Inc. Co. ($524.52K).

How much institutional buying is happening at Highland Funds I - Highland Opportunities and Income Fund?

Institutional investors have bought a total of 13,527,708 shares in the last 24 months. This purchase volume represents approximately $71.10M in transactions.

Which of Highland Funds I - Highland Opportunities and Income Fund's major shareholders have been selling company stock?

Of the 39 institutional investors that sold Highland Funds I - Highland Opportunities and Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Landscape Capital Management L.L.C. ($821.50K), Royal Bank of Canada ($720.16K), LPL Financial LLC ($490.28K), Thomas J. Herzfeld Advisors Inc. ($419.35K), Raymond James Financial Inc. ($375.28K), North Ground Capital ($330K), and Envestnet Asset Management Inc. ($306.49K).

How much institutional selling is happening at Highland Funds I - Highland Opportunities and Income Fund?

Institutional investors have sold a total of 5,347,267 shares in the last 24 months. This volume of shares sold represents approximately $27.88M in transactions.


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This page (NYSE:HFRO) was last updated on 10/16/2025 by MarketBeat.com Staff
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