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FINS

Angel Oak Financial Strategies Income Term Trust
FINS

35 hedge funds and large institutions have $194M invested in Angel Oak Financial Strategies Income Term Trust in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

8% more capital invested

Capital invested by funds: $180M → $194M (+$14.4M)

0.99% more ownership

Funds ownership: 56.49% → 57.48% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less funds holding

Funds holding: 38 → 35 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
35
Holders Change
-3
Holders Change %
-7.89%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
2
Increased
16
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$3.21M
2
AAM
Advisors Asset Management
Colorado
+$2.01M
3
SIA
Sit Investment Associates
Minnesota
+$1.92M
4
UBS Group
UBS Group
Switzerland
+$795K
5
Osaic Holdings
Osaic Holdings
Arizona
+$431K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$3.05M
2
CPIG
Chicago Partners Investment Group
Illinois
-$1.37M
3
Morgan Stanley
Morgan Stanley
New York
-$948K
4
JFG
Jefferies Financial Group
New York
-$318K
5
SFS
Shaker Financial Services
Virginia
-$283K
Name Holding Trade Value Shares
Change 		Change in
Stake
P
26
&Partners
Tennessee
$201K +$198K +14,900 New
SA
27
SFI Advisors
New Jersey
$182K – – –
Lido Advisors
28
Lido Advisors
California
$182K – – –
LOPW
29
Live Oak Private Wealth
North Carolina
$143K – – –
IP
30
Ignite Planners
California
$137K -$9.03K -679 -6%
CPIG
31
Chicago Partners Investment Group
Illinois
$134K -$1.37M -102,878 -91%
Comerica Bank
32
Comerica Bank
Texas
$99.3K -$163K -12,247 -62%
MHIP
33
Mountain Hill Investment Partners
New Jersey
$33.7K – – –
NEWAS
34
N.E.W. Advisory Services
Wisconsin
$9.63K +$9.5K +714 New
LFG
35
Larson Financial Group
Missouri
$4.91K +$106 +8 +2%
JFG
36
Jefferies Financial Group
New York
– -$318K -25,000 Closed
DADC
37
D.A. Davidson & Co
Montana
– -$163K -12,800 Closed
WAM
38
Worth Asset Management
Texas
– -$139K -10,964 Closed
RAM
39
Readystate Asset Management
Illinois
– -$138K -10,848 Closed
SPIA
40
Steward Partners Investment Advisory
New York
– -$18K -1,417 Closed
1
2

FINS Hedge Fund Activity: Q1 2025 in Review

35 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Financial Strategies Income Term Trust (FINS) for Q1 2025, worth a combined $194M — up 8% from $180M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of FINS and 2 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 16 added.

The largest buyer was Wells Fargo, adding an estimated $3.21M. The largest seller was Karpus Investment Management, cutting an estimated $3.05M.

  • 35 institutional investors held Angel Oak Financial Strategies Income Term Trust (FINS) as of Q1 2025, down from 38 in Q4 2024.
  • Funds reported $194M of Angel Oak Financial Strategies Income Term Trust stock for Q1 2025, up 8% quarter-over-quarter.
  • 2 funds opened new Angel Oak Financial Strategies Income Term Trust positions in Q1 2025 and 5 closed out, a net change of -3 holders.
  • The largest Angel Oak Financial Strategies Income Term Trust buyer in Q1 2025 was Wells Fargo, an estimated $3.21M added.
  • The largest Angel Oak Financial Strategies Income Term Trust seller in Q1 2025 was Karpus Investment Management, an estimated $3.05M sold.

Based on aggregated 13F filings for Q1 2025.