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.
Q4 2025 vs. Q3 2025
How the institutions holding KKR Income Opportunities Fund changed between Q3 2025 and Q4 2025.
All holders in Q4 2025All holders in Q3 2025
| Measure | Q3 2025 | Of which not filed for Q4 2025 | Q4 2025 | Change |
|---|---|---|---|---|
| Holders | 95 | 1 | 95 | +1 |
| Shares | 10.6M | 13.0K | 10.3M | −268.7K (−2.5%) |
| Value | $133.0M | $163.8K | $119.3M | −$13.6M (−10.2%) |
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (14)
Institutions that held KKR Income Opportunities Fund at the end of Q4 2025 but not at the end of Q3 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Balyasny Asset Management LLC | 303,000 | $3.51M | 0.01% |
| Logan Stone Capital, LLC | 168,195 | $1.95M | 0.48% |
| Rivernorth Capital Management, LLC | 91,534 | $1.06M | 0.05% |
| Wolverine Asset Management LLC | 70,942 | $822.2K | 0.01% |
| TrueMark Investments, LLC | 45,255 | $524.5K | 0.10% |
| HRT Financial LP | 16,788 | $194.0K | 0.00% |
| Citadel Advisors LLC | 14,703 | $170.4K | 0.00% |
| XTX Topco Ltd | 13,701 | $158.8K | 0.00% |
| BlackRock, Inc. | 13,654 | $158.3K | 0.00% |
| National Asset Management, Inc. | 10,576 | $122.6K | 0.01% |
| Marex Group plc | 10,102 | $117.1K | 0.00% |
| Kestra Advisory Services, LLC | 7,579 | $87.8K | 0.00% |
| Global Retirement Partners, LLC | 1,546 | $17.9K | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 763 | $8.84K | 0.00% |
Sold out (13)
Institutions that held KKR Income Opportunities Fund at the end of Q3 2025 and filed for Q4 2025 without it.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Polar Asset Management Partners Inc. | 424,203 | $5.34M |
| Vanguard Capital Wealth Advisors | 30,000 | $378.0K |
| Atala Financial Inc | 23,270 | $293.2K |
| Davenport & Co LLC | 21,708 | $273.5K |
| PFG Investments, LLC | 16,401 | $206.7K |
| Verity Asset Management, Inc. | 15,436 | $194.5K |
| Gilman Hill Asset Management, LLC | 13,235 | $166.8K |
| Plotkin Financial Advisors, LLC | 12,938 | $163.0K |
| Creative Planning | 12,155 | $153.2K |
| 1776 Wealth LLC | 11,944 | $150.5K |
| Jones Financial Companies LLLP | 1,269 | $16.0K |
| Newbridge Financial Services Group, Inc. | 1,250 | $15.8K |
| Future Financial Wealth Managment LLC | 750 | $9.45K |
Not filed for Q4 2025 yet (1)
Institutions that held KKR Income Opportunities Fund at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Wetherby Asset Management Inc | 12,996 | $163.8K |