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KKR Income Opportunities Fund (KIO) Institutional Ownership

KKR Income Opportunities Fund logo
$10.99 -0.03 (-0.27%)
As of 08/28/2026 03:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for KKR Income Opportunities Fund (NYSE:KIO)

Number of
Institutional Buyers
(last 12 months)
53
Total
Institutional Inflows
(last 12 months)
$35.21M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$25.57M
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KIO Institutional Buying and Selling by Quarter

KKR Income Opportunities Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2026 Corient Private Wealth LP12,206$137K0.0%-60.4%0.000%
8/22/2026 Rareview Capital LLC198,863$2.24M1.1%+10.1%0.000%
8/20/2026 Wedbush Securities Inc.61,574$693K0.0%+42.9%0.000%
8/18/2026 Equitable Holdings Inc.28,615$322K0.0%N/A0.000%
8/17/2026 Corient Private Wealth LP12,206$137K0.0%N/A0.000%
8/17/2026 Plotkin Financial Advisors LLC12,938$146K0.1%N/A0.000%
8/17/2026 Bank of America Corp DE348,013$3.92M0.0%N/A0.000%
8/13/2026 Sanctuary Advisors LLC22,813$257K0.0%N/A0.000%
8/7/2026 BlackRock Inc.13,654$154K0.0%N/A0.000%
8/7/2026 Joseph P. Lucia & Associates LLC100,022$1.13M0.3%N/A0.000%
8/6/2026 Global Retirement Partners LLC3,769$42K0.0%N/A0.000%
7/9/2026 Hennion & Walsh Asset Management Inc.13,992$158K0.0%-49.7%0.000%
7/7/2026 CoreCap Advisors LLC10,520$118K0.0%+2,491.1%0.000%
6/3/2026 NewEdge Advisors LLC48,470$533K0.0%-2.1%0.000%
5/19/2026 Bank of America Corp DE341,918$3.76M0.0%+8.6%0.000%
5/18/2026 Royal Bank of Canada76,943$846K0.0%-35.3%0.000%
5/13/2026 Cetera Investment Advisers96,405$1.06M0.0%+5.0%0.000%
5/6/2026 Allspring Global Investments Holdings LLC10,162$112K0.0%N/A0.000%
5/1/2026 Fifth Third Bancorp39,792$438K0.0%N/A0.000%
4/28/2026 Rareview Capital LLC180,612$1.99M1.2%+20.6%0.000%
4/27/2026 PFG Investments LLC44,264$487K0.0%N/A0.000%
4/22/2026 Janney Montgomery Scott LLC469,778$5.17M0.0%+4.3%0.000%
4/17/2026 AdvisorNet Financial Inc5,372$59K0.0%-16.8%0.000%
2/25/2026 Sit Investment Associates Inc.288,038$3.34M0.1%-73.1%0.000%
2/19/2026 Invesco Ltd.118,549$1.37M0.0%-9.1%0.000%
2/18/2026 XTX Topco Ltd13,701$159K0.0%N/A0.000%
2/18/2026 Virtus Investment Advisers LLC56,409$654K0.2%-23.3%0.000%
2/18/2026 Rivernorth Capital Management LLC91,534$1.06M0.1%N/A0.000%
2/18/2026 Balyasny Asset Management L.P.303,000$3.51M0.0%N/A0.000%
2/17/2026 Guggenheim Capital LLC755,814$8.76M0.1%+5.3%0.000%
2/17/2026 Cetera Investment Advisers91,840$1.06M0.0%+17.3%0.000%
2/17/2026 Kovack Advisors Inc.157,883$1.83M0.1%+43.4%0.000%
2/17/2026 Osaic Holdings Inc.35,488$411K0.0%-38.5%0.000%
2/17/2026 Royal Bank of Canada118,909$1.38M0.0%-77.4%0.000%
2/16/2026 Landscape Capital Management L.L.C.65,131$755K0.1%+19.6%0.000%
2/16/2026 Arax Advisory Partners37,477$434K0.0%-5.2%0.000%
2/13/2026 Kestra Advisory Services LLC7,579$88K0.0%N/A0.000%
2/13/2026 Stifel Financial Corp18,103$210K0.0%-38.0%0.000%
2/13/2026 Wells Fargo & Company MN571,104$6.62M0.0%+7.6%0.000%
2/12/2026 Advisors Asset Management Inc.63,610$737K0.0%-63.9%0.000%
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2/12/2026 Jane Street Group LLC109,782$1.27M0.0%+121.2%0.000%
2/12/2026 HRT Financial LP16,788$194K0.0%N/A0.000%
2/12/2026 StoneX Group Inc.73,355$850K0.0%-2.6%0.000%
2/12/2026 Marex Group plc10,102$117K0.0%N/A0.000%
2/12/2026 Wedbush Securities Inc.43,891$509K0.0%+22.5%0.000%
2/12/2026 Kovack Advisors Inc.157,883$1.83M0.1%+43.4%0.000%
2/11/2026 Janney Montgomery Scott LLC450,490$5.22M0.0%+1.2%0.000%
2/11/2026 Strategic Advocates LLC38,847$451K0.1%-16.0%0.000%
2/11/2026 LPL Financial LLC118,572$1.37M0.0%-17.3%0.000%
2/11/2026 J.W. Cole Advisors Inc.101,635$1.18M0.0%+3.2%0.000%
2/10/2026 Carnegie Lake Advisors LLC43,624$506K0.2%-9.0%0.000%
2/6/2026 EverSource Wealth Advisors LLC2,971$34K0.0%+59.0%0.000%
2/6/2026 Aviance Capital Partners LLC39,499$458K0.1%+4.4%0.000%
2/6/2026 HighTower Advisors LLC12,742$148K0.0%-11.4%0.000%
2/5/2026 Stephens Inc. AR36,668$425K0.0%+15.9%0.000%
2/4/2026 Atlantic Union Bankshares Corp2,407$28K0.0%-67.1%0.000%
2/2/2026 Wolverine Asset Management LLC70,942$822K0.0%N/A0.000%
1/29/2026 Rareview Capital LLC149,809$1.88M1.2%+196.7%0.000%
1/29/2026 UBS Group AG620,374$7.19M0.0%+8.4%0.000%
1/28/2026 Joseph P. Lucia & Associates LLC105,417$1.22M0.4%-5.6%0.000%
1/26/2026 Shaker Financial Services LLC308,129$3.57M1.1%+428.1%0.000%
1/22/2026 Apollon Wealth Management LLC19,629$227K0.0%+13.1%0.000%
1/16/2026 Blue Trust Inc.6,345$74K0.0%+10,475.0%0.000%
1/14/2026 TrueMark Investments LLC45,255$525K0.1%N/A0.000%
1/13/2026 Capital Investment Advisors LLC143,053$1.66M0.0%-6.3%0.000%
12/1/2025 Polar Asset Management Partners Inc.424,203$5.35M0.1%+1.9%0.000%
11/26/2025 Strategic Advocates LLC46,242$583K0.2%-43.9%0.000%
11/17/2025 NewEdge Advisors LLC49,756$627K0.0%+4.7%0.000%
11/17/2025 Verity Asset Management Inc.15,436$194K0.1%+29.3%0.000%
11/17/2025 Bank of America Corp DE302,517$3.81M0.0%-11.1%0.000%
11/14/2025 Polar Asset Management Partners Inc.424,203$5.35M0.1%+1.9%0.000%
11/14/2025 Raymond James Financial Inc.131,936$1.66M0.0%+22.0%0.000%
11/14/2025 Virtu Financial LLC16,138$203K0.0%N/A0.000%
11/13/2025 Landscape Capital Management L.L.C.54,439$686K0.0%-82.9%0.000%
11/13/2025 Gator Capital Management LLC11,902$150K0.0%-13.9%0.000%
11/13/2025 UBS Group AG572,119$7.21M0.0%-24.9%0.000%
11/12/2025 Cresset Asset Management LLC15,938$201K0.0%+15.2%0.000%
11/12/2025Anfield Capital Management LLC7,911$100K0.0%N/A0.000%
11/10/2025 Kovack Advisors Inc.110,115$1.39M0.1%-1.1%0.000%
11/6/2025 1776 Wealth LLC11,944$150K0.1%-9.1%0.000%
11/6/2025 Wedbush Securities Inc.35,836$452K0.0%-3.8%0.000%
11/6/2025 Advisors Asset Management Inc.176,246$2.22M0.0%-37.4%0.000%
11/6/2025 Oppenheimer & Co. Inc.11,781$148K0.0%N/A0.000%
11/5/2025 Fortitude Advisory Group L.L.C.16,066$202K0.1%+28.5%0.000%
11/5/2025 J.W. Cole Advisors Inc.98,448$1.24M0.0%+13.1%0.000%
11/5/2025 Envestnet Asset Management Inc.47,572$599K0.0%+2.9%0.000%
11/4/2025 Penserra Capital Management LLC1,124,139$14.16M0.2%+213.5%0.000%
11/4/2025 Atlantic Union Bankshares Corp7,310$92K0.0%-45.0%0.000%
10/31/2025 PFG Investments LLC16,401$207K0.0%N/A0.000%
10/29/2025 Aviance Capital Partners LLC37,839$477K0.1%+5.9%0.000%
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10/27/2025 Gill Capital Partners LLC11,752$148K0.0%-7.1%0.000%
10/23/2025 Capital Investment Advisors LLC152,702$1.92M0.0%-1.0%0.000%
10/22/2025 Shaker Financial Services LLC58,344$735K0.3%+21.4%0.000%
10/22/2025 Hennion & Walsh Asset Management Inc.29,778$375K0.0%+24.1%0.000%
10/15/2025 Gilman Hill Asset Management LLC13,235$167K0.0%N/A0.000%
10/15/2025 DAVENPORT & Co LLC21,708$274K0.0%N/A0.000%
10/9/2025 AdvisorNet Financial Inc5,962$75K0.0%+52.7%0.000%
9/26/2025 Corient Private Wealth LLC30,841$387K0.0%N/A0.000%
9/4/2025 Osaic Holdings Inc.48,957$615K0.0%-8.1%0.000%
8/15/2025 Corient Private Wealth LLC30,841$387K0.0%N/A0.000%


KIO Institutional Ownership - Frequently Asked Questions

During the previous two years, 95 institutional investors and hedge funds held shares of KKR Income Opportunities Fund. The most heavily invested institutionals were Penserra Capital Management LLC ($14.16M), 1607 Capital Partners LLC ($8.97M), Guggenheim Capital LLC ($8.76M), UBS Group AG ($7.19M), Karpus Management Inc. ($7.18M), Wells Fargo & Company MN ($6.62M), and Polar Asset Management Partners Inc. ($5.35M).Learn more on KKR Income Opportunities Fund's institutional investors.

Of the 81 institutional investors that purchased KKR Income Opportunities Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sit Investment Associates Inc. ($2.26M), Penserra Capital Management LLC ($1.13M), Landscape Capital Management L.L.C. ($811.43K), 1607 Capital Partners LLC ($729.48K), Allspring Global Investments Holdings LLC ($611.36K), Polar Asset Management Partners Inc. ($419.70K), and Bank of America Corp DE ($400.77K).

Institutional investors have bought a total of 2,980,087 shares in the last 24 months. This purchase volume represents approximately $35.21M in transactions.

Of the 28 institutional investors that sold KKR Income Opportunities Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sit Investment Associates Inc. ($781.26K), Royal Bank of Canada ($450.06K), Landscape Capital Management L.L.C. ($263.69K), Advisors Asset Management Inc. ($217.97K), UBS Group AG ($189.67K), Strategic Advocates LLC ($43.62K), and Bank of America Corp DE ($37.88K).

Institutional investors have sold a total of 2,155,093 shares in the last 24 months. This volume of shares sold represents approximately $25.57M in transactions.


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Institutional ownership data for NYSE:KIO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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