Who Owns KKR INCOME OPPORTUNITIES FUND (KIO)?Hedge Fund & Institutional Holders

$10.85-0.17 (-1.54%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$8.000000718100051e+291T

% of Float Held

—

QoQ Change in Holders

+12 / -3

Price History

$10.99$11.99$13.00$14.00$15.00Aug 24Jun 25Mar 26

KIO — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Shaker Financial Services, LLCNew Position+308K+$3.6B
BALYASNY ASSET MANAGEMENT L.P.New Position+303K+$3.0B
BANK OF AMERICA CORP /DE/Increased+12K+$3.0B
Logan Stone Capital, LLCNew Position+168K+$1.9B
Capital Investment Advisors, LLCNew Position+143K+$1.7B
Rareview Capital LLCIncreased+99K+$1.2B
Joseph P. Lucia & Associates, LLCNew Position+105K+$1.2B
J.W. COLE ADVISORS, INC.New Position+102K+$1.2B
RIVERNORTH CAPITAL MANAGEMENT, LLCNew Position+92K+$1.1B
WOLVERINE ASSET MANAGEMENT LLCNew Position+71K+$822.0M
TrueMark Investments, LLCNew Position+45K+$524.0M
STEPHENS INC /AR/New Position+37K+$424.0M
Baird Financial Group, Inc.Increased+42K+$391.0M
Uncommon Cents Investing LLCNew Position+33K+$386.0M
Hennion & Walsh Asset Management, Inc.New Position+29K+$339.0M

KIO — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
ROYAL BANK OF CANADADecreased-408K-$5.6B
Polar Asset Management Partners Inc.Closed Position-424K-$5.3B
Karpus Management, Inc.Closed Position-202K-$2.5B
Advisors Asset Management, Inc.Decreased-113K-$2.2B
LPL Financial LLCDecreased-25K-$1.8B
RAYMOND JAMES FINANCIAL INCDecreased-11K-$1.7B
StoneX Group Inc.Decreased-2K-$948.8M
OSAIC HOLDINGS, INC.Decreased-22K-$723.3M
NewEdge Advisors, LLCDecreased-242-$626.9M
Arax Advisory PartnersDecreased-2K-$498.3M
STIFEL FINANCIAL CORPDecreased-11K-$368.0M
Virtus Investment Advisers, LLCDecreased-17K-$273.5M
Invesco Ltd.Decreased-12K-$270.1M
Verity Asset Management, Inc.Closed Position-15K-$194.5M
HighTower Advisors, LLCDecreased-2K-$181.3M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1GUGGENHEIM CAPITAL LLC755,814$8.0B0.06%Share
2UBS Group AG619,650$7.2B0.00%Share
3WELLS FARGO & COMPANY/MN504,689$5.0B0.00%Share
4Shaker Financial Services, LLC308,129$3.6B1.13%Share
5BALYASNY ASSET MANAGEMENT L.P.303,000$3.0B0.00%Share
6BANK OF AMERICA CORP /DE/314,703$3.0B0.00%Share
7Logan Stone Capital, LLC168,195$1.9B0.48%Share
8Rareview Capital LLC149,809$1.9B1.22%Share
9Capital Investment Advisors, LLC143,053$1.7B0.03%Share
10Kovack Advisors, Inc.157,883$1.4B0.11%Share
11Invesco Ltd.118,549$1.4B0.00%Share
12Joseph P. Lucia & Associates, LLC105,417$1.2B0.44%Share
13J.W. COLE ADVISORS, INC.101,635$1.2B0.03%Share
14RIVERNORTH CAPITAL MANAGEMENT, LLC91,534$1.1B0.05%Share
15ROYAL BANK OF CANADA118,719$1.0B0.00%Share
16Baird Financial Group, Inc.90,238$1.0B0.00%Share
17WOLVERINE ASSET MANAGEMENT LLC70,942$822.0M0.01%Share
18Virtus Investment Advisers, LLC56,409$653.0M0.18%Share
19ROBINSON CAPITAL MANAGEMENT, LLC52,154$604.0M0.25%Share
20Bramshill Investments, LLC47,436$549.0M0.03%Share
21TrueMark Investments, LLC45,255$524.0M0.10%Share
22COMERICA BANK39,402$456.0M0.00%Share
23Strategic Advocates LLC38,847$450.0M0.12%Share
24STEPHENS INC /AR/36,668$424.0M0.01%Share
25LANDSCAPE CAPITAL MANAGEMENT, L.L.C.33,904$392.0M0.03%Share
26Uncommon Cents Investing LLC33,385$386.0M0.09%Share
27Hennion & Walsh Asset Management, Inc.29,292$339.0M0.01%Share
28WealthTrust Axiom LLC22,198$257.0M0.07%Share
29LANDSCAPE CAPITAL MANAGEMENT, L.L.C.18,812$218.0M0.01%Share
30Fortitude Advisory Group L.L.C.16,066$186.0M0.08%Share
31RIK SAYLOR FINANCIAL, INC.15,625$181.0M0.13%Share
32LANDSCAPE CAPITAL MANAGEMENT, L.L.C.12,415$143.0M0.01%Share
33UHLMANN PRICE SECURITIES, LLC12,079$140.0M0.08%Share
34Herold Advisors, Inc.11,877$137.0M0.03%Share
35GILL CAPITAL PARTNERS, LLC11,310$131.0M0.04%Share
36Gator Capital Management, LLC11,102$128.0M0.03%Share
37OPPENHEIMER & CO INC10,964$127.0M0.00%Share
38B. Riley Wealth Advisors, Inc.10,576$122.0M0.01%Share
39Anfield Capital Management, LLC7,911$91.0M0.03%Share
40AdvisorNet Financial, Inc6,455$74.0M0.00%Share
41Blue Trust, Inc.6,345$73.0M0.00%Share
42US BANCORP \DE\4,041$46.0M0.00%Share
43MORGAN STANLEY1,722,055$19.0M0.00%Share
44Penserra Capital Management LLC1,206,826$13.0M0.15%Share
45US BANCORP \DE\1,035$11.0M0.00%Share
46Sunbelt Securities, Inc.1,000$11.0M0.00%Share
47Global Wealth Strategies & Associates903$10.0M0.00%Share
48CoreCap Advisors, LLC775$8.0M0.00%Share
49UBS Group AG724$8.0M0.00%Share
50HIGHLINE WEALTH PARTNERS LLC500$5.0M0.00%Share

KIO Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202594$51.2B+31
Q3 202563$59.1B-23
Q2 202586$73.7B+5
Q1 202581$106.4B+21
Q4 202460$619.3B+17
Q3 202443$2.2T+4
Q2 202439$1.0T+4
Q1 202435$1.1T—

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As of Q4 2025, 50 institutional investors hold KIO (KKR INCOME OPPORTUNITIES FUND). The largest holder is GUGGENHEIM CAPITAL LLC with $8.0B in shares. This quarter, 12 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own KIO?

As of Q4 2025, 50 institutional investors report holding KIO (KKR INCOME OPPORTUNITIES FUND) in their 13F filings.

Who is the largest institutional holder of KIO?

The largest institutional holder of KIO is GUGGENHEIM CAPITAL LLC with $8.0B in shares.

Is institutional ownership of KIO increasing or decreasing?

This quarter, 12 institutions opened new positions in KIO and 3 closed their positions.