HIGHLAND OPPORT & INCOME (HFRO) Top Institutional Shareholders
HIGHLAND OPPORT & INCOME (HFRO) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $168.17M in HFRO holdings during the latest filing period.
Saba Capital Management, L.P. is currently the largest disclosed institutional shareholder of HFRO tracked by InsiderSet, reporting ownership valued at approximately $29.39M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $37.11M, representing an estimated gain of +26.27% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% of the total disclosed HFRO value among the investors covered in this analysis. Major shareholders include Saba Capital Management, L.P., Nexpoint Asset Management, L.P., Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in HIGHLAND OPPORT & INCOME (HFRO).
This page ranks the largest institutional HFRO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
94
Total Reported Value
$168.17M
Largest Holder
Saba Capital Management, L.P.
Largest Position
$29.39M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
109
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 0.94% | 5,147,237 | $29,390,723 | $37,111,579 | +$7,720,856 | +26.27% | |
| Nexpoint Asset Management, L.P. | 1.65% | 4,128,895 | $23,575,991 | $29,769,333 | +$6,193,342 | +26.27% | |
| Raymond James Financial Inc | 0.01% | 3,920,979 | $22,388,789 | $28,270,259 | +$5,881,470 | +26.27% | |
| Thomas J. Herzfeld Advisors, Inc. | 5.27% | 2,715,661 | $15,506,424 | $19,579,916 | +$4,073,492 | +26.27% | |
| Morgan Stanley | 0.00% | 2,544,393 | $14,528,487 | $18,345,074 | +$3,816,587 | +26.27% | |
| Envestnet Asset Management Inc | 0.00% | 2,147,339 | $12,261,308 | $15,482,314 | +$3,221,006 | +26.27% | |
| Invesco Ltd. | 0.00% | 1,408,806 | $8,044,282 | $10,157,491 | +$2,113,209 | +26.27% | |
| Geneos Wealth Management Inc. | 0.09% | 672,800 | $3,841,687 | $4,850,888 | +$1,009,201 | +26.27% | |
| Royal Bank Of Canada | 0.00% | 631,212 | $3,604,000 | $4,551,039 | +$947,039 | +26.28% | |
| Lpl Financial Llc | 0.00% | 622,706 | $3,555,651 | $4,489,710 | +$934,059 | +26.27% | |
| Matisse Capital | 1.51% | 617,000 | $3,523,070 | $4,448,570 | +$925,500 | +26.27% | |
| Independent Financial Group, Llc | 0.04% | 353,742 | $3,519,580 | $2,550,480 | -$969,100 | -27.53% | |
| Oppenheimer & Co Inc | 0.03% | 460,222 | $2,627,868 | $3,318,201 | +$690,333 | +26.27% | |
| Camelot Portfolios, Llc | 1.36% | 317,062 | $1,810,422 | $2,286,017 | +$475,595 | +26.27% | |
| Altium Capital Management Llc | 3.76% | 277,068 | $1,582,058 | $1,997,660 | +$415,602 | +26.27% | |
| Closed-End Fund Advisors, Inc. | 1.37% | 235,324 | $1,343,700 | $1,696,686 | +$352,986 | +26.27% | |
| Choreo, Llc | 0.02% | 217,962 | $1,244,563 | $1,571,506 | +$326,943 | +26.27% | |
| Marex Group Plc | 0.01% | 205,000 | $1,170,550 | $1,478,050 | +$307,500 | +26.27% | |
| Landscape Capital Management, L.L.C. | 0.07% | 181,396 | $1,035,771 | $1,307,865 | +$272,094 | +26.27% | |
| Arlington Capital Management, Inc. | 0.50% | 154,306 | $881,087 | $1,112,546 | +$231,459 | +26.27% | |
| Harbour Investments, Inc. | 0.01% | 142,243 | $812,208 | $1,025,572 | +$213,364 | +26.27% | |
| Iht Wealth Management, Llc | 0.02% | 140,579 | $802,707 | $1,013,575 | +$210,868 | +26.27% | |
| Blue Bell Private Wealth Management, Llc | 0.11% | 139,203 | $794,849 | $1,003,654 | +$208,805 | +26.27% | |
| Aristides Capital Llc | 0.26% | 138,096 | $788,528 | $995,672 | +$207,144 | +26.27% | |
| Nations Financial Group Inc | 0.04% | 122,317 | $698,433 | $881,906 | +$183,473 | +26.27% | |
| Hightower Advisors, Llc | 0.00% | 114,025 | $651,085 | $822,120 | +$171,035 | +26.27% | |
| Baird Financial Group, Inc. | 0.00% | 113,704 | $649,250 | $819,806 | +$170,556 | +26.27% | |
| Osaic Holdings, Inc. | 0.00% | 110,543 | $631,259 | $797,015 | +$165,756 | +26.26% | |
| Gilpin Wealth Management, Llc | 0.41% | 91,642 | $523,278 | $660,739 | +$137,461 | +26.27% | |
| Aegon Usa Investment Management, Llc | 0.35% | 79,431 | $453,551 | $572,698 | +$119,147 | +26.27% | |
| Samalin Investment Counsel, Llc | 0.16% | 77,388 | $441,885 | $557,967 | +$116,082 | +26.27% | |
| Calamos Advisors Llc | 0.00% | 74,855 | $427,422 | $539,705 | +$112,283 | +26.27% | |
| Creative Planning | 0.00% | 68,548 | $391,409 | $494,231 | +$102,822 | +26.27% | |
| Ariadne Wealth Management, Lp | 0.14% | 52,900 | $302,059 | $381,409 | +$79,350 | +26.27% | |
| Cetera Investment Advisers | 0.00% | 51,116 | $291,872 | $368,546 | +$76,674 | +26.27% | |
| Papamarkou Wellner Asset Management Inc. | 0.16% | 45,000 | $256,950 | $324,450 | +$67,500 | +26.27% | |
| Susquehanna International Group, Llp | 0.00% | 37,259 | $212,749 | $268,637 | +$55,888 | +26.27% | |
| Mercer Global Advisors Inc | 0.00% | 35,831 | $204,595 | $258,342 | +$53,747 | +26.27% | |
| Kestra Advisory Services, Llc | 0.00% | 35,285 | $201,477 | $254,405 | +$52,928 | +26.27% | |
| Integrated Capital Management, Inc. | 0.13% | 33,966 | $193,944 | $244,895 | +$50,951 | +26.27% | |
| Jane Street Group, Llc | 0.00% | 32,520 | $185,689 | $234,469 | +$48,780 | +26.27% | |
| Css Llc/Il | 0.01% | 32,516 | $185,666 | $234,440 | +$48,774 | +26.27% | |
| Evolve Private Wealth, Llc | 0.01% | 31,214 | $178,231 | $225,053 | +$46,822 | +26.27% | |
| Mariner, Llc | 0.00% | 30,252 | $172,738 | $218,117 | +$45,379 | +26.27% | |
| Abel Hall, Llc | 0.04% | 30,000 | $171,300 | $216,300 | +$45,000 | +26.27% | |
| Melfa Wealth Management, Inc. | 0.10% | 29,135 | $166,363 | $210,063 | +$43,700 | +26.27% | |
| Newedge Advisors, Llc | 0.01% | 166,318 | $166,318 | $1,199,153 | +$1,032,835 | +621.00% | |
| North Ground Capital | 0.15% | 22,081 | $126,083 | $159,204 | +$33,121 | +26.27% | |
| Keystone Wealth Services, Llc | 0.03% | 21,330 | $121,793 | $153,789 | +$31,996 | +26.27% | |
| B. Riley Wealth Advisors, Inc. | 0.01% | 21,503 | $118,698 | $155,037 | +$36,339 | +30.61% |
Frequently asked questions about HFRO
Who owns the most HFRO stock?
The largest holders of HFRO are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for HIGHLAND OPPORT & INCOME (HFRO).
Is HFRO widely held by superinvestors?
Many widely followed stocks like HFRO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HFRO is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.