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KKR Income Opportunities Fund hedge fund holdings

KIONYSE
$10.35+0.07 (+0.68%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

KIO · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-17.4%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20253927$13.5M$22.1M91Aug 14, 2025
Q3 20253225$19.3M$35.8M92Nov 14, 2025
Q4 20253029$15.7M$23.3M93Feb 14, 2026
Q1 20262231$16.2M$13.9M91May 15, 2026
Q2 20262019$8.52M$7.7M85Aug 14, 2026

Quarterly action breakdown

Q2 2026
85 filers
New position
7
$1.33M+118K sh
Increased
13
$7.19M+638K sh
Reduced
9
-$3.12M-277K sh
Out / sold
10
-$4.59M-408K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Logan Stone Capital, LLCSell 100%-$2.71M$00.00%Aug 14, 2026
Shaker Financial Services, LLCReduce 44.37%-$1.58M$1.98M0.62%Jul 15, 2026
Kovack Advisors, Inc.Added 60.47%+$925K$2.46M0.12%Jul 29, 2026
Guggenheim Capital LLCAdded 7.30%+$652K$9.59M0.06%Aug 12, 2026
Rareview Capital LLCAdded 10.11%+$229K$2.5M1.40%Jul 23, 2026
Wedbush Securities IncAdded 42.85%+$208K$693K0.02%Jul 28, 2026
Cresset Asset Management, LLCSell 100%-$175K$00.00%Aug 14, 2026
Hennion & Walsh Asset Management, Inc.Reduce 49.74%-$156K$158K0.00%Jul 8, 2026
Cooper/Haims Advisors, LLCSell 100%-$146K$00.00%Aug 14, 2026
Virtus Investment Advisers, LLCReduce 21.07%-$115K$432K0.10%Aug 11, 2026
Integrity Advisory Solutions, LLCSell 100%-$114K$00.00%Jul 31, 2026
Oppenheimer & Co IncSell 100%-$111K$00.00%Aug 3, 2026
Bessemer Group IncNew Buy+$68K$68K0.00%Aug 12, 2026
Capital Investment Advisors, LLCReduce 3.10%-$49K$1.53M0.02%Aug 6, 2026
Baird Financial Group, Inc.Reduce 4.80%-$45K$891K0.00%Aug 12, 2026
Total Wealth Planning & Management, Inc.Added 13.97%+$40.4K$329K0.22%Jul 28, 2026
Herold Advisors, Inc.Added 20.15%+$27.3K$163K0.03%Jul 22, 2026
Significant Wealth Partners LLCAdded 1.71%+$27.1K$1.62M1.75%Jul 14, 2026
Aviance Capital Partners, LLCAdded 2.66%+$12K$462K0.05%Jul 31, 2026
WealthTrust Axiom LLCReduce 4.85%-$12K$235K0.05%Aug 11, 2026
Joseph P. Lucia & Associates, LLCAdded 1.00%+$11.1K$1.13M0.34%Aug 7, 2026
Global Wealth Strategies & AssociatesSell 100%-$9.93K$00.00%Jul 1, 2026
PFG Investments, LLCReduce 1.80%-$8.95K$489K0.02%Jul 23, 2026
Bramshill Investments, LLCAdded 1.11%+$5.88K$537K0.04%Aug 14, 2026
Uhlmann Price Securities, LLCAdded 3.24%+$4.55K$145K0.01%Jul 24, 2026
SeaCrest Wealth Management, LLCAdded 2.45%+$4.22K$177K0.02%Jul 9, 2026
Uncommon Cents Investing LLCReduce 0.91%-$3.38K$369K0.08%Jul 20, 2026
Pinnacle Wealth Planning Services, Inc.Added 25.67%+$3.13K$15.3K0.00%Aug 7, 2026
Carnegie Lake Advisors LLCReduce 0.58%-$2.82K$483K0.18%Jul 24, 2026
WPG Advisers, LLCAdded 28.20%+$1.34K$6.09K0.00%Aug 6, 2026
Gill Capital Partners, LLCReduce 0.96%-$1.21K$124K0.03%Aug 20, 2026
JFS Wealth Advisors, LLCNew Buy+$1.05K$1.05K0.00%Jul 10, 2026
Rik Saylor Financial, Inc.Reduce 0.30%-$529$178K0.12%Aug 5, 2026
Mountain Hill Investment Partners Corp.Added 3.16%+$56$1.84K0.00%Jul 16, 2026

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