Go Pro
→ The end may be near for these iconic stocks (From Chaikin Analytics) (Ad)tc pixel Free HFRO Stock Alerts

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

Highland Funds I - Highland Opportunities and Income Fund logo
$7.24 -0.10 (-1.29%)
As of 01:31 PM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Highland Funds I - Highland Opportunities and Income Fund (NYSE:HFRO)

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$24.37M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$24.95M
Get HFRO Insider Trade Alerts

Want to know when executives and insiders are buying or selling Highland Funds I - Highland Opportunities and Income Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/8/2026 Integrated Capital Management Inc.29,285$209K0.1%-13.8%0.000%
7/7/2026 Post Resch Tallon Group Inc.10,485$75K0.1%N/A0.000%
6/3/2026NewEdge Advisors LLC166,318$950K0.0%+27.3%0.000%
6/1/2026Concorde Asset Management LLC166,190$949K0.5%+19.2%0.000%
5/19/2026NewEdge Advisors LLC166,318$950K0.0%+27.3%0.000%
5/18/2026Royal Bank of Canada631,212$3.60M0.0%-5.5%0.000%
5/16/2026Saba Capital Management L.P.5,147,237$29.39M0.8%+10.1%0.000%
5/14/2026Aristides Capital LLC138,096$789K0.1%+3.4%0.000%
5/13/2026Cetera Investment Advisers51,116$292K0.0%-8.0%0.000%
5/6/2026 Independent Financial Group LLC27,710$158K0.0%N/A0.000%
5/5/2026Geneos Wealth Management Inc.672,800$3.84M0.1%-27.5%0.000%
5/4/2026Calamos Advisors LLC74,855$427K0.0%+75.0%0.000%
5/4/2026NWF Advisory Services Inc.10,400$59K0.0%-49.8%0.000%
5/2/2026Arlington Capital Management Inc.154,306$881K0.5%+2.1%0.000%
5/1/2026Fifth Third Bancorp6,156$35K0.0%N/A0.000%
5/1/2026Altium Capital Management LLC277,068$1.58M3.8%+93.7%0.000%
4/28/2026Abel Hall LLC30,000$171K0.0%+50.0%0.000%
4/22/2026Janney Montgomery Scott LLC20,275$116K0.0%-17.1%0.000%
4/21/2026 AEGON USA Investment Management LLC79,431$454K0.4%-9.9%0.000%
3/17/2026Rockefeller Capital Management L.P.5,178$31K0.0%-59.5%0.000%
3/3/2026NWF Advisory Services Inc.20,700$124K0.0%-45.1%0.000%
2/26/2026Alpine Global Management LLC99,974$598K0.1%-3.6%0.000%
2/19/2026Invesco Ltd.1,367,754$8.18M0.0%+2.8%0.000%
2/18/2026Mercer Global Advisors Inc. ADV35,831$214K0.0%N/A0.000%
2/18/2026Papamarkou Wellner Asset Management inc.45,000$269K0.2%+50.0%0.000%
2/18/2026NewEdge Advisors LLC130,626$781K0.0%+8.0%0.000%
2/18/2026XTX Topco Ltd37,854$226K0.0%N/A0.000%
2/18/2026Summit Securities Group LLC5,658$34K0.0%N/A0.000%
2/18/2026Saba Capital Management L.P.4,674,016$27.95M0.8%+25.3%0.000%
2/18/2026Millennium Management LLC28,850$173K0.0%-19.2%0.000%
2/18/2026IHT Wealth Management LLC147,653$883K0.0%-23.5%0.000%
2/18/2026Evolve Private Wealth LLC31,437$188K0.0%N/A0.000%
2/17/2026Nexpoint Asset Management L.P.3,673,047$21.97M1.5%+30.3%0.000%
2/17/2026Cetera Investment Advisers55,565$332K0.0%-22.4%0.000%
2/17/2026Osaic Holdings Inc.106,141$635K0.0%-64.7%0.000%
2/17/2026Royal Bank of Canada667,601$3.99M0.0%-4.9%0.000%
2/16/2026MML Investors Services LLC19,703$118K0.0%-14.4%0.000%
2/16/2026Mariner LLC30,573$183K0.0%-16.1%0.000%
2/16/2026K2 Principal Fund L.P.10,033$60K0.0%N/A0.000%
2/13/2026Kestra Advisory Services LLC34,177$204K0.0%+59.0%0.000%
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)

We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.tc pixel

👉 Unlock the ticker now and get it completely free.
2/13/2026Thomas J. Herzfeld Advisors Inc.2,457,285$14.70M5.0%-12.1%0.000%
2/13/2026Concorde Asset Management LLC139,460$834K0.3%+112.3%0.000%
2/12/2026Jane Street Group LLC117,452$702K0.0%+118.1%0.000%
2/12/2026North Ground Capital192,701$1.15M0.6%-2.2%0.000%
2/12/2026Commonwealth Equity Services LLC13,550$81K0.0%-97.7%0.000%
2/12/2026Marex Group plc285,112$1.71M0.0%+267.5%0.000%
2/11/2026Gilpin Wealth Management LLC90,956$544K0.4%N/A0.000%
2/11/2026Janney Montgomery Scott LLC24,459$146K0.0%-6.5%0.000%
2/11/2026LPL Financial LLC636,467$3.81M0.0%-4.0%0.000%
2/11/2026Closed End Fund Advisors Inc.235,136$1.41M0.8%N/A0.000%
2/9/2026 AEGON USA Investment Management LLC88,168$527K0.4%-16.7%0.000%
2/9/2026Blue Bell Private Wealth Management LLC126,901$759K0.1%+6.2%0.000%
2/6/2026Altium Capital Management LLC143,059$855K3.4%N/A0.000%
2/6/2026 IFP Advisors Inc5,222$31K0.0%N/A0.000%
2/6/2026HighTower Advisors LLC118,665$710K0.0%-5.0%0.000%
1/30/2026Samalin Investment Counsel LLC84,056$503K0.2%-19.5%0.000%
1/29/2026 Camelot Portfolios LLC353,602$2.12M1.3%-12.9%0.000%
1/29/2026Calamos Advisors LLC42,776$256K0.0%+32.1%0.000%
1/28/2026Geneos Wealth Management Inc.928,473$5.55M0.1%-5.4%0.000%
1/26/2026 Nations Financial Group Inc. IA ADV122,317$731K0.0%-6.0%0.000%
1/23/2026Choreo LLC230,630$1.39M0.0%+4.2%0.000%
1/6/2026Arlington Capital Management Inc.151,205$904K0.6%-4.6%0.000%
1/5/2026 Park Avenue Securities LLC184,621$1.10M0.0%-3.8%0.000%
11/21/2025Alpine Global Management LLC103,682$658K0.1%N/A0.000%
11/18/2025Advisory Services Network LLC8,171$52K0.0%N/A0.000%
11/17/2025 Camelot Portfolios LLC406,172$2.58M1.5%-5.5%0.000%
11/17/2025Susquehanna International Group LLP28,345$180K0.0%-37.5%0.000%
11/17/2025Millennium Management LLC35,717$227K0.0%N/A0.000%
11/14/2025Raymond James Financial Inc.3,236,075$20.55M0.0%-14.1%0.000%
11/14/2025Arlington Capital Management Inc.158,438$1.01M0.6%-9.5%0.000%
11/13/2025Landscape Capital Management L.L.C.181,396$1.15M0.1%-73.2%0.000%
11/13/2025Invesco Ltd.1,330,719$8.45M0.0%-23.7%0.000%
11/13/2025Yakira Capital Management Inc.15,655$99K0.0%-82.6%0.000%
11/12/2025Choreo LLC221,418$1.41M0.0%+4.7%0.000%
11/6/2025Oppenheimer & Co. Inc.448,820$2.85M0.0%-3.9%0.000%
11/5/2025Envestnet Asset Management Inc.1,822,324$11.57M0.0%+5.5%0.000%
10/31/2025NWF Advisory Services Inc.37,700$239K0.0%-31.9%0.000%
10/30/2025Samalin Investment Counsel LLC104,353$663K0.2%+15.3%0.000%
10/28/2025 Nations Financial Group Inc. IA ADV130,086$826K0.1%-10.9%0.000%
10/23/2025HB Wealth Management LLC32,550$207K0.0%N/A0.000%
10/23/2025 Park Avenue Securities LLC191,834$1.22M0.0%-13.9%0.000%
10/22/2025Geneos Wealth Management Inc.981,727$6.23M0.2%-2.6%0.000%
10/22/2025Blue Bell Private Wealth Management LLC119,450$759K0.1%+53.3%0.000%
10/20/2025Calamos Advisors LLC32,372$206K0.0%+21.7%0.000%
10/9/2025U.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%
10/7/2025Channel 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%
SPCX Warning - and Worst News for Stocks in 50 Years (Ad)

Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in 50 years - and it has nothing to do with a single stock. According to multiple Wall Street banks, a coming crisis could keep your portfolio in the red for 10 years or longer. Keith Kaplan, CEO of TradeSmith, is sharing what you can do to protect your wealth before it hits.tc pixel

Learn how to prepare your portfolio for what's coming next
8/19/2025 B. 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%


HFRO Institutional Ownership - Frequently Asked Questions

During the previous two years, 101 institutional investors and hedge funds held shares of Highland Funds I - Highland Opportunities and Income Fund. The most heavily invested institutionals were Saba Capital Management L.P. ($29.39M), Raymond James & Associates ($22.63M), Nexpoint Asset Management L.P. ($21.97M), Raymond James Financial Inc. ($20.55M), Thomas J. Herzfeld Advisors Inc. ($14.70M), Envestnet Asset Management Inc. ($11.57M), and Invesco Ltd. ($8.18M).Learn more on Highland Funds I - Highland Opportunities and Income Fund's institutional investors.

Of the 77 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), Saba Capital Management L.P. ($1.42M), Geneos Wealth Management Inc. ($1.18M), Nexpoint Asset Management L.P. ($855K), CF Capital LLC ($550K), Icon Advisers Inc. Co. ($524.52K), and Raymond James & Associates ($473.24K).

Institutional investors have bought a total of 4,083,229 shares in the last 24 months. This purchase volume represents approximately $24.37M in transactions.

Of the 34 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: Raymond James Financial Inc. ($787.23K), Commonwealth Equity Services LLC ($582.42K), Landscape Capital Management L.L.C. ($496.15K), Invesco Ltd. ($431.16K), Thomas J. Herzfeld Advisors Inc. ($416.25K), Geneos Wealth Management Inc. ($335.19K), and NWF Advisory Services Inc. ($195.60K).

Institutional investors have sold a total of 4,159,696 shares in the last 24 months. This volume of shares sold represents approximately $24.95M in transactions.


Related Companies

This page (NYSE:HFRO) was last updated on 7/27/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel
Where to Put $100 Before Trump's New Tech Law Rolls Out
The Financial Times says a new tech law puts America 'on the verge of a financial revolution.' Yahoo Finance e...
Brownstone Research | Sponsoredtc pixel