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

Highland Funds I - Highland Opportunities and Income Fund logo
$7.50 -0.01 (-0.07%)
Closing price 07/2/2026 03:58 PM Eastern
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$7.50 +0.00 (+0.05%)
As of 08:20 AM 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)
44
Total
Institutional Inflows
(last 12 months)
$25.08M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$25.06M
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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
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%
5/6/2026Independent 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%
4/21/2026AEGON 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%
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%
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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%
2/9/2026AEGON 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%
2/6/2026IFP 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%
1/29/2026Camelot 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%
1/26/2026Nations 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%
1/5/2026Park 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%
11/17/2025Camelot 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%
10/28/2025Nations Financial Group Inc. IA ADV130,086$826K0.1%-10.9%0.000%
10/23/2025HB Wealth Management LLC32,550$207K0.0%N/A0.000%
10/23/2025Park 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%
10/8/2025Integrated 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%
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%
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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%


HFRO Institutional Ownership - Frequently Asked Questions

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.

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).

Institutional investors have bought a total of 4,224,194 shares in the last 24 months. This purchase volume represents approximately $25.08M 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 4,183,094 shares in the last 24 months. This volume of shares sold represents approximately $25.06M in transactions.


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This page (NYSE:HFRO) was last updated on 7/6/2026 by MarketBeat.com Staff.
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