Institutional Ownership
Highland Opps & Income Fd
CUSIP 43010E404HIGHLAND INCOMEHFROQ1 2026
13D / 13G Filings
19
Schedule 13D/13G on record
Beneficial Filers
6
Distinct reporting persons
Largest Stake
8.3%
Max % of class reported
Institutional Holders
94
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
19 filings · latest Feb 11, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Feb 11, 2026 | Morgan Stanley | 13G/A | 5.1% | 2.82M | SEC |
| 2 | Dec 31, 2025 | Saba Capital Management, L.P. | 13D/A | 8.3% | — | SEC |
| 3 | Dec 11, 2025 | Saba Capital Management, L.P. | 13D/A | 7.3% | — | SEC |
| 4 | Dec 10, 2025 | Dondero James D | 13D/A | 7.5% | — | SEC |
| 5 | Oct 31, 2025 | Raymond James &Amp; Associates | 13G/A | 4.5% | 3.21M | SEC |
| 6 | Oct 29, 2025 | Thomas J. Herzfeld Advisors, Inc. | 13G | 5.0% | 2.80M | SEC |
| 7 | Oct 7, 2025 | Dondero James D | 13D/A | 6.3% | — | SEC |
| 8 | Sep 22, 2025 | Dondero James D | 13D | 5.2% | — | SEC |
| 9 | Aug 7, 2025 | Saba Capital Management, L.P. | 13D/A | 6.2% | — | SEC |
| 10 | Aug 6, 2025 | Morgan Stanley | 13G/A | 6.3% | 3.48M | SEC |
9 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Highland Opps & Income Fd.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Saba Capital Management, L.P. | 5.15M | $29.39M |
| 2 | Nexpoint Asset Management, L.P. | 4.13M | $23.58M |
| 3 | Raymond James Financial Inc | 3.92M | $22.39M |
| 4 | Thomas J. Herzfeld Advisors, Inc. | 2.72M | $15.51M |
| 5 | Morgan Stanley | 2.54M | $14.53M |
| 6 | Envestnet Asset Management Inc | 2.15M | $12.26M |
| 7 | Invesco Ltd. | 1.41M | $8.04M |
| 8 | Geneos Wealth Management Inc. | 672.8K | $3.84M |
| 9 | Royal Bank Of Canada | 631.2K | $3.60M |
| 10 | Lpl Financial LLC | 622.7K | $3.56M |