Highland Funds I - Highland Opportunities and Income Fund (HFRO) Institutional Ownership $6.26 +0.02 (+0.24%) Closing price 05/21/2026 03:59 PM EasternExtended Trading$6.27 +0.00 (+0.08%) As of 05/21/2026 05:24 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more. Add Compare Share Share Ownership Stock AnalysisChartCompetitorsDividendHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Highland Funds I - Highland Opportunities and Income Fund (NYSE:HFRO)Number ofInstitutional Buyers(last 12 months)44TotalInstitutional Inflows(last 12 months)$24.73MNumber ofInstitutional Sellers(last 12 months)35TotalInstitutional Outflows(last 12 months)$25.22M 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 View SMS TermsSMS 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. 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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 ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/19/2026 NewEdge Advisors LLC166,318$950K0.0%+27.3%0.000% 5/18/2026 Royal Bank of Canada631,212$3.60M0.0%-5.5%0.000% 5/16/2026 Saba Capital Management L.P.5,147,237$29.39M0.8%+10.1%0.000% 5/14/2026 Aristides Capital LLC138,096$789K0.1%+3.4%0.000% 5/13/2026 Cetera Investment Advisers51,116$292K0.0%-8.0%0.000% 5/6/2026 Independent Financial Group LLC27,710$158K0.0%N/A0.000% 5/5/2026 Geneos Wealth Management Inc.672,800$3.84M0.1%-27.5%0.000% 5/4/2026 Calamos Advisors LLC74,855$427K0.0%+75.0%0.000% 5/4/2026 NWF Advisory Services Inc.10,400$59K0.0%-49.8%0.000% 5/2/2026 Arlington Capital Management Inc.154,306$881K0.5%+2.1%0.000% Get the Latest News and Ratings for HFRO and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Highland Funds I - Highland Opportunities and Income Fund and its competitors with MarketBeat's FREE daily newsletter. 5/1/2026 Fifth Third Bancorp6,156$35K0.0%N/A0.000% 5/1/2026 Altium Capital Management LLC277,068$1.58M3.8%+93.7%0.000% 4/28/2026 Abel Hall LLC30,000$171K0.0%+50.0%0.000% 4/22/2026 Janney 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% 3/17/2026 Rockefeller Capital Management L.P.5,178$31K0.0%-59.5%0.000% 3/3/2026 NWF Advisory Services Inc.20,700$124K0.0%-45.1%0.000% 2/26/2026 Alpine Global Management LLC99,974$598K0.1%-3.6%0.000% 2/19/2026 Invesco Ltd.1,367,754$8.18M0.0%+2.8%0.000% 2/18/2026 Mercer Global Advisors Inc. ADV35,831$214K0.0%N/A0.000% 2/18/2026 Papamarkou Wellner Asset Management inc.45,000$269K0.2%+50.0%0.000% 2/18/2026 NewEdge Advisors LLC130,626$781K0.0%+8.0%0.000% 2/18/2026 XTX Topco Ltd37,854$226K0.0%N/A0.000% 2/18/2026 Summit Securities Group LLC5,658$34K0.0%N/A0.000% 2/18/2026 Saba Capital Management L.P.4,674,016$27.95M0.8%+25.3%0.000% 2/18/2026 Millennium Management LLC28,850$173K0.0%-19.2%0.000% 2/18/2026 IHT Wealth Management LLC147,653$883K0.0%-23.5%0.000% 2/18/2026 Evolve Private Wealth LLC31,437$188K0.0%N/A0.000% 2/17/2026 Nexpoint Asset Management L.P.3,673,047$21.97M1.5%+30.3%0.000% 2/17/2026 Cetera Investment Advisers55,565$332K0.0%-22.4%0.000% 2/17/2026 Osaic Holdings Inc.106,141$635K0.0%-64.7%0.000% 2/17/2026 Royal Bank of Canada667,601$3.99M0.0%-4.9%0.000% 2/16/2026 MML Investors Services LLC19,703$118K0.0%-14.4%0.000% 2/16/2026 Mariner LLC30,573$183K0.0%-16.1%0.000% 2/16/2026 K2 Principal Fund L.P.10,033$60K0.0%N/A0.000% 2/13/2026 Kestra Advisory Services LLC34,177$204K0.0%+59.0%0.000% 2/13/2026 Thomas 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% 2/12/2026 Jane Street Group LLC117,452$702K0.0%+118.1%0.000% 2/12/2026 North Ground Capital192,701$1.15M0.6%-2.2%0.000% Trump's gold order: the announcement they won't put on the front page (Ad)On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade. Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction. A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free.Request the free guide in 30 seconds and get positioned now2/12/2026 Commonwealth Equity Services LLC13,550$81K0.0%-97.7%0.000% 2/12/2026 Marex Group plc285,112$1.71M0.0%+267.5%0.000% 2/11/2026 Gilpin Wealth Management LLC90,956$544K0.4%N/A0.000% 2/11/2026 Janney Montgomery Scott LLC24,459$146K0.0%-6.5%0.000% 2/11/2026 LPL Financial LLC636,467$3.81M0.0%-4.0%0.000% 2/11/2026 Closed 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% 2/9/2026 Blue Bell Private Wealth Management LLC126,901$759K0.1%+6.2%0.000% 2/6/2026 Altium Capital Management LLC143,059$855K3.4%N/A0.000% 2/6/2026 IFP Advisors Inc5,222$31K0.0%N/A0.000% 2/6/2026 HighTower Advisors LLC118,665$710K0.0%-5.0%0.000% 1/30/2026 Samalin Investment Counsel LLC84,056$503K0.2%-19.5%0.000% 1/29/2026 Camelot Portfolios LLC353,602$2.12M1.3%-12.9%0.000% 1/29/2026 Calamos Advisors LLC42,776$256K0.0%+32.1%0.000% 1/28/2026 Geneos 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% 1/23/2026 Choreo LLC230,630$1.39M0.0%+4.2%0.000% 1/6/2026 Arlington 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% 11/21/2025 Alpine Global Management LLC103,682$658K0.1%N/A0.000% 11/18/2025 Advisory Services Network LLC8,171$52K0.0%N/A0.000% 11/17/2025 Camelot Portfolios LLC406,172$2.58M1.5%-5.5%0.000% 11/17/2025 Susquehanna International Group LLP28,345$180K0.0%-37.5%0.000% 11/17/2025 Millennium Management LLC35,717$227K0.0%N/A0.000% 11/14/2025 Raymond James Financial Inc.3,236,075$20.55M0.0%-14.1%0.000% 11/14/2025 Arlington Capital Management Inc.158,438$1.01M0.6%-9.5%0.000% 11/13/2025 Landscape Capital Management L.L.C.181,396$1.15M0.1%-73.2%0.000% 11/13/2025 Invesco Ltd.1,330,719$8.45M0.0%-23.7%0.000% 11/13/2025 Yakira Capital Management Inc.15,655$99K0.0%-82.6%0.000% 11/12/2025 Choreo LLC221,418$1.41M0.0%+4.7%0.000% 11/6/2025 Oppenheimer & Co. Inc.448,820$2.85M0.0%-3.9%0.000% 11/5/2025 Envestnet Asset Management Inc.1,822,324$11.57M0.0%+5.5%0.000% 10/31/2025 NWF Advisory Services Inc.37,700$239K0.0%-31.9%0.000% 10/30/2025 Samalin 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% 10/23/2025 HB Wealth Management LLC32,550$207K0.0%N/A0.000% 10/23/2025 Park Avenue Securities LLC191,834$1.22M0.0%-13.9%0.000% 10/22/2025 Geneos Wealth Management Inc.981,727$6.23M0.2%-2.6%0.000% 10/22/2025 Blue Bell Private Wealth Management LLC119,450$759K0.1%+53.3%0.000% 10/20/2025 Calamos Advisors LLC32,372$206K0.0%+21.7%0.000% 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% 9/22/2025 GatePass Capital LLC116,100$604K0.4%+5.7%0.000% 9/9/2025 NWF Advisory Services Inc.55,400$288K0.0%-73.1%0.000% 9/4/2025 Osaic Holdings Inc.307,417$1.60M0.0%+0.8%0.000% 8/19/2025 B. Riley Wealth Advisors Inc.24,430$127K0.0%N/A0.000% 8/18/2025 Geneos Wealth Management Inc.1,007,989$5.24M0.1%+3.0%0.000% 8/15/2025 IHT Wealth Management LLC192,715$1.00M0.0%-6.9%0.000% 8/14/2025 Raymond James Financial Inc.3,766,728$19.59M0.0%-6.4%0.000% Trump's gold order: the announcement they won't put on the front page (Ad)On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade. Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction. A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free.Request the free guide in 30 seconds and get positioned now8/14/2025 NewEdge Advisors LLC121,872$634K0.0%+3.5%0.000% 8/13/2025 Thomas J. Herzfeld Advisors Inc.2,600,109$13.52M4.8%-2.9%0.000% 8/13/2025 Invesco Ltd.1,745,118$9.08M0.0%-1.0%0.000% 8/13/2025 Choreo LLC211,561$1.10M0.0%-41.7%0.000% 8/8/2025 Kingsview Wealth Management LLC29,091$151K0.0%+8.6%0.000% 8/8/2025 Cetera Investment Advisers70,716$368K0.0%+8.3%0.000% 8/8/2025 Calamos Advisors LLC26,592$138K0.0%-8.0%0.000% 8/7/2025 Samalin Investment Counsel LLC90,494$471K0.2%-5.7%0.000% 8/6/2025Legacy Investment Solutions LLC5,270$27K0.0%N/A0.000% 8/1/2025 Envestnet Asset Management Inc.1,727,010$8.98M0.0%+0.1%0.000% 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 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. Which institutional investors have been buying Highland Funds I - Highland Opportunities and Income Fund's stock? Of the 78 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), Raymond James & Associates ($1.11M), Nexpoint Asset Management L.P. ($855K), CF Capital LLC ($550K), 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 4,161,772 shares in the last 24 months. This purchase volume represents approximately $24.73M in transactions. Which of Highland Funds I - Highland Opportunities and Income Fund's major shareholders have been selling company stock? Of the 35 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). How much institutional selling is happening at Highland Funds I - Highland Opportunities and Income Fund? Institutional investors have sold a total of 4,214,414 shares in the last 24 months. This volume of shares sold represents approximately $25.22M in transactions. 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