KKR Income Opportunities Fund is a publicly traded company on NYSE. As of Q3 2025, 83 institutional investors hold shares in this company, with total holdings valued at $89.2M. MORGAN STANLEY is the largest holder with a position valued at $21.6M.
Overview of institutional ownership in KIO as of Q3 2025
Institutions with the largest positions in KIO as of Q3 2025
| Institution | Position Value |
|---|---|
MORGAN STANLEY RIA/Wealth | $21.6M 0.00% of portfolio |
G GUGGENHEIM CAPITAL LLC Institution | $9.0M 0.07% of portfolio |
UBS Group AG Institution | $7.2M 0.00% of portfolio |
WELLS FARGO & COMPANY/MN Institution | $6.7M 0.00% of portfolio |
Polar Securities Inc. Hedge Fund•Multi-Strategy | $5.3M 0.16% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $3.8M 0.00% of portfolio |
K Karpus Management, Inc. Institution | $2.5M 0.08% of portfolio |
Advisors Asset Management, Inc. ETF Provider | $2.2M 0.04% of portfolio |
Capital Investment Advisors, LLC RIA/Wealth | $1.9M 0.03% of portfolio |
L LPL Financial LLC Institution | $1.8M 0.00% of portfolio |
Institutional buying and selling activity for KIO in Q3 2025
| Institution | Net Bought |
|---|---|
WELLS FARGO & COMPANY/MN Institution | +$3.5M +275.7K shares |
MORGAN STANLEY RIA/Wealth | +$2.4M +194.2K shares |
C Carnegie Lake Advisors LLC RIA/Wealth | +$603.8K +-400.0 shares |
SRS Capital Advisors, Inc. RIA/Wealth | +$490.7K +38.9K shares |
L LPL Financial LLC Institution | +$382.3K +30.3K shares |
J JANE STREET GROUP, LLC Institution | +$365.1K +29.0K shares |
Cetera Investment Advisers RIA/Wealth | +$338.0K +26.8K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$300.0K +23.8K shares |
DAVENPORT & Co LLC RIA/Wealth | +$273.5K +21.7K shares |
P PFG Investments, LLC Institution | +$206.7K +16.4K shares |
| Institution | Net Sold |
|---|---|
1607 Capital Partners, LLC Hedge Fund•Sector | −$7.2M −575.7K shares |
K Karpus Management, Inc. Institution | −$4.7M −369.5K shares |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Market Neutral | −$3.3M −263.7K shares |
S STIFEL FINANCIAL CORP Long Only Manager | −$2.7M −210.9K shares |
UBS Group AG Institution | −$2.4M −189.7K shares |
Rareview Capital LLC ETF Provider | −$1.5M −121.3K shares |
Ballast, Inc. RIA/Wealth | −$1.4M −111.1K shares |
Allspring Global Investments Holdings, LLC Long Only Manager | −$1.4M −107.6K shares |
Advisors Asset Management, Inc. ETF Provider | −$1.3M −105.3K shares |
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | −$641.8K −51.1K shares |
Institutions that initiated new positions or completely exited KIO in Q3 2025
| Institution | Position Value |
|---|---|
C Carnegie Lake Advisors LLC RIA/Wealth | $603.8K 47.9K shares |
DAVENPORT & Co LLC RIA/Wealth | $273.5K 21.7K shares |
Gilman Hill Asset Management, LLC RIA/Wealth | $166.8K 13.2K shares |
Anfield Capital Management, LLC Long Only Manager | $99.7K 7.9K shares |
B BNP PARIBAS ARBITRAGE, SA Institution | $23.7K 1.9K shares |
Sunbelt Securities, Inc. RIA/Wealth | $12.6K 1.0K shares |
G Global Wealth Strategies & Associates Institution | $11.4K 903.0 shares |
HIGHLINE WEALTH PARTNERS LLC RIA/Wealth | $6.3K 500.0 shares |
| Institution | Previous Position |
|---|---|
1607 Capital Partners, LLC Hedge Fund•Sector | $7.2M 575.7K shares |
Ballast, Inc. RIA/Wealth | $1.4M 111.1K shares |
Allspring Global Investments Holdings, LLC Long Only Manager | $1.4M 107.6K shares |
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | $641.8K 51.1K shares |
Almitas Capital LLC RIA/Wealth | $261.9K 20.9K shares |
Mariner Wealth Advisors, LLC RIA/Wealth | $150.6K 12.0K shares |
Geneos Wealth Management Inc. RIA/Wealth | $23.0K 1.8K shares |
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Private Equity | $18.5K 1.5K shares |
Ameritas Advisory Services, LLC RIA/Wealth | $4.7K 372.0 shares |
FIFTH THIRD BANCORP Institution | $2.5K 200.0 shares |
Institutions with the largest Call and Put options positions in KIO as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with KIO as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
J Joseph P. Lucia & Associates, LLC RIA/Wealth | 0.53% $1.4M |
ROBINSON CAPITAL MANAGEMENT, LLC Long Only Manager | 0.48% $656.3K |
Rareview Capital LLC ETF Provider | 0.39% $634.3K |
V Virtus Investment Advisers, Inc. Institution | 0.27% $926.5K |
Shaker Financial Services, LLC RIA/Wealth | 0.25% $735.1K |
C Carnegie Lake Advisors LLC RIA/Wealth | 0.23% $603.8K |
Atala Financial Inc RIA/Wealth | 0.19% $293.2K |
Polar Securities Inc. Hedge Fund•Multi-Strategy | 0.16% $5.3M |
Strategic Advocates LLC RIA/Wealth | 0.15% $582.6K |
RIK SAYLOR FINANCIAL, INC. RIA/Wealth | 0.14% $194.8K |
Discover hedge funds investing in KIO

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $376.4M | 25.70% | |
ETF ETF | $197.3M | 13.47% | |
ETF ETF | $143.6M | 9.81% |
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