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KKR Income Opportunities Fund (KIO) Institutional Ownership

KKR Income Opportunities Fund logo
$12.60 -0.23 (-1.79%)
Closing price 08/8/2025 03:59 PM Eastern
Extended Trading
$12.60 +0.01 (+0.04%)
As of 08/8/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for KKR Income Opportunities Fund (NYSE:KIO)

Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$84.30M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$11.44M
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KIO Institutional Buying and Selling by Quarter

KKR Income Opportunities Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025 Rockefeller Capital Management L.P.63,667$800K0.0%-7.5%0.000%
8/8/2025 Cetera Investment Advisers51,448$646K0.0%+15.6%0.000%
8/7/2025 Summit X LLC42,476$533K0.1%-26.1%0.000%
8/6/2025 Penserra Capital Management LLC358,576$4.50M0.1%+3.0%0.000%
8/6/2025 Wedbush Securities Inc.37,269$468K0.0%+22.3%0.000%
8/6/2025 Carnegie Lake Advisors LLC48,324$607K0.2%-3.4%0.000%
8/6/2025 Atlantic Union Bankshares Corp13,296$167K0.0%-45.1%0.000%
8/5/2025 Rareview Capital LLC171,844$2.16M1.4%N/A0.000%
8/5/2025 Verity Asset Management Inc.11,937$150K0.1%-40.9%0.000%
8/5/2025 Shaker Financial Services LLC48,059$604K0.2%+25.3%0.000%
8/5/2025 Aviance Capital Partners LLC35,723$449K0.1%+18.6%0.000%
8/4/2025 Kovack Advisors Inc.111,315$1.40M0.1%+12.8%0.000%
8/4/2025 Wolverine Asset Management LLC51,102$642K0.0%-62.0%0.000%
8/1/2025 Envestnet Asset Management Inc.46,214$580K0.0%+13.5%0.000%
7/31/2025 Gill Capital Partners LLC12,655$159K0.1%-17.1%0.000%
7/29/2025 Stephens Inc. AR31,621$397K0.0%+17.8%0.000%
7/29/2025 Joseph P. Lucia & Associates LLC111,051$1.40M0.6%+5.9%0.000%
7/25/2025 Atria Wealth Solutions Inc.13,175$165K0.0%-14.0%0.000%
7/25/2025 Allspring Global Investments Holdings LLC107,639$1.35M0.0%-82.1%0.000%
7/25/2025 Apollon Wealth Management LLC16,866$212K0.0%+5.1%0.000%
7/17/2025 Capital Investment Advisors LLC154,220$1.94M0.0%-0.9%0.000%
7/14/2025 AdvisorNet Financial Inc3,905$49K0.0%+86.6%0.000%
7/11/2025 Vanguard Capital Wealth Advisors30,000$377K0.4%-14.3%0.000%
7/8/2025 Strategic Advocates LLC82,465$1.04M0.3%+7.0%0.000%
5/16/2025Polar Asset Management Partners Inc.403,595$4.96M0.1%N/A0.000%
5/16/2025NewEdge Advisors LLC45,466$559K0.0%+9.2%0.000%
5/16/2025Advisors Asset Management Inc.297,205$3.65M0.1%-8.1%0.000%
5/16/20251607 Capital Partners LLC729,483$8.97M0.7%N/A0.000%
5/15/2025Royal Bank of Canada87,365$1.07M0.0%+7.4%0.000%
5/15/2025Baird Financial Group Inc.36,786$452K0.0%N/A0.000%
5/15/2025Landscape Capital Management L.L.C.800,734$9.84M0.9%N/A0.000%
5/14/2025Guggenheim Capital LLC767,963$9.44M0.1%+35.2%0.000%
5/14/2025WealthTrust Axiom LLC26,591$327K0.1%N/A0.000%
5/14/2025SVB Wealth LLC2,149$26K0.0%N/A0.000%
5/13/2025SFI Advisors LLC22,419$276K0.2%N/A0.000%
5/13/2025Cresset Asset Management LLC20,466$252K0.0%-9.7%0.000%
5/13/2025Gator Capital Management LLC13,820$170K0.1%-29.8%0.000%
5/13/2025Sit Investment Associates Inc.2,260,825$27.79M0.7%N/A0.000%
5/12/2025Invesco Ltd.144,007$1.77M0.0%-6.5%0.000%
5/12/2025 Wolverine Asset Management LLC134,352$1.65M0.0%N/A0.000%
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5/9/2025 Atria Wealth Solutions Inc.15,319$188K0.0%+14.7%0.000%
5/9/2025 Shaker Financial Services LLC38,342$471K0.2%N/A0.000%
5/9/2025 Gill Capital Partners LLC15,259$188K0.1%N/A0.000%
5/8/2025 Strategic Advocates LLC77,035$947K0.3%N/A0.000%
5/8/2025 US Bancorp DE5,476$67K0.0%+266.3%0.000%
5/6/2025 Cetera Investment Advisers44,523$547K0.0%+51.9%0.000%
5/6/2025 Kovack Advisors Inc.98,665$1.21M0.1%+124.0%0.000%
5/5/2025J.W. Cole Advisors Inc.78,928$970K0.0%+29.9%0.000%
5/5/2025 Atlantic Union Bankshares Corp24,237$298K0.0%N/A0.000%
5/2/2025 Summit X LLC57,506$707K0.1%-23.1%0.000%
4/29/2025 Envestnet Asset Management Inc.40,726$501K0.0%+3.0%0.000%
4/29/2025 Penserra Capital Management LLC347,991$4.28M0.1%-9.2%0.000%
4/29/2025 Aviance Capital Partners LLC30,119$370K0.1%N/A0.000%
4/25/2025 Verity Asset Management Inc.20,196$248K0.1%+15.3%0.000%
4/24/2025 Allspring Global Investments Holdings LLC601,202$7.39M0.0%N/A0.000%
4/23/2025 Uncommon Cents Investing LLC34,234$421K0.1%N/A0.000%
4/17/2025 Fortitude Advisory Group L.L.C.12,501$143K0.1%N/A0.000%
4/16/2025 Wealth Enhancement Advisory Services LLC43,435$534K0.0%+47.5%0.000%
4/15/2025Noble Wealth Management PBC5,100$63K0.0%N/A0.000%
4/14/2025 Capital Investment Advisors LLC155,563$1.91M0.0%-5.7%0.000%
4/11/2025 SeaCrest Wealth Management LLC15,739$193K0.0%-35.2%0.000%
4/7/2025 AdvisorNet Financial Inc2,093$26K0.0%N/A0.000%
3/17/2025 Wealth Enhancement Advisory Services LLC29,443$394K0.0%N/A0.000%
2/17/2025CoreCap Advisors LLC7,575$101K0.0%-11.9%0.000%
2/17/2025Cresset Asset Management LLC22,671$303K0.0%+21.5%0.000%
2/17/2025 Cetera Investment Advisers29,313$392K0.0%+76.4%0.000%
2/17/2025Bank of America Corp DE287,895$3.85M0.0%+3.1%0.000%
2/14/2025Comerica Bank39,272$525K0.0%+3.7%0.000%
2/14/2025Virtus ETF Advisers LLC63,436$849K0.3%+32.0%0.000%
2/14/2025Stifel Financial Corp182,559$2.44M0.0%+68.5%0.000%
2/13/2025NewEdge Advisors LLC41,622$557K0.0%+4.7%0.000%
2/13/2025Guggenheim Capital LLC567,989$7.60M0.1%+7.0%0.000%
2/13/2025Walleye Capital LLC22,483$301K0.0%N/A0.000%
2/13/2025 Rockefeller Capital Management L.P.63,834$854K0.0%-1.5%0.000%
2/13/2025Raymond James Financial Inc.20,969$281K0.0%N/A0.000%
2/13/2025Invesco Ltd.154,086$2.06M0.0%-2.1%0.000%
2/13/2025 Envestnet Asset Management Inc.39,533$529K0.0%+8.7%0.000%
2/13/2025Wells Fargo & Company MN163,325$2.19M0.0%+29.9%0.000%
2/11/2025LPL Financial LLC86,269$1.15M0.0%+6.5%0.000%
2/10/2025Advisors Asset Management Inc.323,427$4.33M0.1%-20.9%0.000%
2/10/2025 Atala Financial Inc23,270$311K0.2%N/A0.000%
2/10/2025 Commonwealth Equity Services LLC17,498$234K0.0%+23.6%0.000%
2/7/2025 Summit X LLC74,747$1M0.2%-2.3%0.000%
2/7/2025HighTower Advisors LLC13,050$175K0.0%-40.5%0.000%
2/7/2025 Naviter Wealth LLC10,373$139K0.0%N/A0.000%
2/6/2025Raymond James Financial Inc.20,969$281K0.0%N/A0.000%
2/5/2025 Kovack Advisors Inc.44,045$589K0.1%-5.8%0.000%
1/31/2025J.W. Cole Advisors Inc.60,759$813K0.0%+43.8%0.000%
1/28/2025 Stephens Inc. AR26,852$359K0.0%+3.9%0.000%
1/28/2025 Apollon Wealth Management LLC16,041$215K0.0%N/A0.000%
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1/27/2025 Rik Saylor Financial Inc.15,098$202K0.2%N/A0.000%
1/27/2025 Verity Asset Management Inc.17,522$234K0.1%+16.6%0.000%
1/22/2025 Joseph P. Lucia & Associates LLC104,300$1.40M0.6%+4.9%0.000%
1/14/2025 SeaCrest Wealth Management LLC24,297$325K0.0%+3.3%0.000%
1/13/2025 Capital Investment Advisors LLC164,923$2.21M0.0%-7.5%0.000%
11/15/2024Stifel Financial Corp108,342$1.60M0.0%+46.8%0.000%
11/15/2024HighTower Advisors LLC21,921$324K0.0%+85.0%0.000%
11/14/2024Plotkin Financial Advisors LLC12,938$191K0.1%N/A0.000%
11/14/2024 Rockefeller Capital Management L.P.64,834$957K0.0%+8.4%0.000%
11/12/2024 Penserra Capital Management LLC357,306$5.27M0.1%N/A0.000%
(Data available from 1/1/2016 forward)

KIO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KIO shares?

During the previous two years, 83 institutional investors and hedge funds held shares of KKR Income Opportunities Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($27.79M), Landscape Capital Management L.L.C. ($9.84M), Guggenheim Capital LLC ($9.44M), 1607 Capital Partners LLC ($8.97M), UBS Group AG ($7.86M), Clough Capital Partners L P ($7.82M), and Polar Asset Management Partners Inc. ($4.96M).Learn more on KKR Income Opportunities Fund's institutional investors.

Which institutional investors have been buying KKR Income Opportunities Fund's stock?

Of the 68 institutional investors that purchased KKR Income Opportunities Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sit Investment Associates Inc. ($2.30M), Landscape Capital Management L.L.C. ($800.73K), 1607 Capital Partners LLC ($729.48K), Allspring Global Investments Holdings LLC ($601.20K), Polar Asset Management Partners Inc. ($403.60K), Penserra Capital Management LLC ($367.89K), and Guggenheim Capital LLC ($285.11K).

How much institutional buying is happening at KKR Income Opportunities Fund?

Institutional investors have bought a total of 6,722,646 shares in the last 24 months. This purchase volume represents approximately $84.30M in transactions.

Which of KKR Income Opportunities Fund's major shareholders have been selling company stock?

Of the 22 institutional investors that sold KKR Income Opportunities Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($493.56K), Advisors Asset Management Inc. ($128.57K), Wolverine Asset Management LLC ($83.25K), Penserra Capital Management LLC ($35.12K), Summit X LLC ($34.04K), Capital Investment Advisors LLC ($25.70K), and Kovack Advisors Inc. ($14.70K).

How much institutional selling is happening at KKR Income Opportunities Fund?

Institutional investors have sold a total of 899,030 shares in the last 24 months. This volume of shares sold represents approximately $11.44M in transactions.


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This page (NYSE:KIO) was last updated on 8/10/2025 by MarketBeat.com Staff
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