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KKR Income Opportunities Fund

KIO
Exchange
NYSE
SEC CIK
0001515940

No open-market purchases or sales by KKR Income Opportunities Fund insiders were filed in the last 90 days; 90 institutions reported holding it in 13F filings for Q2 2026, worth $118.4M in total; no superinvestor holds it.

Q1 2025 vs. Q4 2024

How the institutions holding KKR Income Opportunities Fund changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of KIO: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders66183+18
Shares5.33M13.0K12.3M+7.00M (+131.7%)
Value$71.3M$173.9K$151.5M+$80.3M (+112.8%)

1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (28)

Institutions that held KKR Income Opportunities Fund at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to KIO in Q1 2025
InstitutionSharesValue% of portfolio
Sit Investment Associates Inc2,260,825$27.8M0.65%
Landscape Capital Management, L.L.C.800,734$9.84M0.88%
1607 Capital Partners, LLC729,483$8.97M0.72%
Karpus Management, Inc.676,301$8.31M0.27%
Allspring Global Investments Holdings, LLC601,202$7.39M0.01%
Polar Asset Management Partners Inc.403,595$4.96M0.16%
Wolverine Asset Management LLC134,352$1.65M0.03%
Virtus Investment Advisers, Inc.91,091$1.12M0.30%
Strategic Advocates LLC77,035$946.8K0.33%
StoneX Group Inc.75,648$929.7K0.05%
Rivernorth Capital Management, LLC60,042$737.9K0.04%
Robinson Capital Management, LLC47,039$578.1K0.24%
Shaker Financial Services, LLC38,342$471.2K0.18%
Baird Financial Group, Inc.36,786$452.1K0.00%
Uncommon Cents Investing LLC34,234$420.7K0.12%
Aviance Capital Partners, LLC30,119$370.2K0.05%
WealthTrust Axiom LLC26,591$326.8K0.10%
Atlantic Union Bankshares Corp24,237$297.9K0.02%
SFI Advisors, LLC22,419$275.5K0.20%
Gill Capital Partners, LLC15,259$187.5K0.06%
Susquehanna International Group, LLP12,176$149.6K0.00%
Fortitude Advisory Group L.L.C.12,501$142.5K0.10%
Uhlmann Price Securities, LLC11,052$135.8K0.10%
Noble Wealth Management PBC5,100$62.7K0.04%
Boston Private Wealth LLC2,149$26.4K0.00%
AdvisorNet Financial, Inc2,093$25.7K0.00%
TSFG, LLC67$1.00K0.00%
Citigroup Inc1$120.00%

Sold out (10)

Institutions that held KKR Income Opportunities Fund at the end of Q4 2024 and filed for Q1 2025 without it.

Not filed for Q1 2025 yet (1)

Institutions that held KKR Income Opportunities Fund at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding KIO in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Wetherby Asset Management Inc12,996$173.9K