Angel Oak Financial Strategies Income Term Trust
FINS
41 hedge funds and large institutions have $279M invested in Angel Oak Financial Strategies Income Term Trust in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 2 closing their positions.
6,026% more capital inflows, than outflows
Capital inflows: $97M | Capital outflows: $1.58M
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
133% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 9
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
28.22% more ownership
Funds ownership: 57.5% → 85.72% (+28%)
11% more funds holding
Funds holding: 37 → 41 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sit Investment Associates
Minneapolis,
Minnesota
|
+$56.5M |
| 2 |
Karpus Investment Management
Pittsford,
New York
|
+$26M |
| 3 |
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$2.65M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.58M |
| 5 |
Advisors Asset Management
Monument,
Colorado
|
+$1.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$771K |
| 2 |
StoneX Group
New York
|
-$358K |
| 3 |
SFI Advisors
Montclair,
New Jersey
|
-$182K |
| 4 |
Chicago Partners Investment Group
Chicago,
Illinois
|
-$134K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$105K |
FINS Hedge Fund Activity: Q2 2025 in Review
41 of the 7,625 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Financial Strategies Income Term Trust (FINS) for Q2 2025, worth a combined $279M — up 44% from $194M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FINS positions and 2 closed out — a net gain of 6 holders — while 21 added to existing stakes and 9 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $56.5M. The largest seller was Morgan Stanley, cutting an estimated $771K.
- 41 institutional investors held Angel Oak Financial Strategies Income Term Trust (FINS) as of Q2 2025, up from 37 in Q1 2025.
- Funds reported $279M of Angel Oak Financial Strategies Income Term Trust stock for Q2 2025, up 44% quarter-over-quarter.
- 8 funds opened new Angel Oak Financial Strategies Income Term Trust positions in Q2 2025 and 2 closed out, a net change of +6 holders.
- The largest Angel Oak Financial Strategies Income Term Trust buyer in Q2 2025 was Sit Investment Associates, an estimated $56.5M added.
- The largest Angel Oak Financial Strategies Income Term Trust seller in Q2 2025 was Morgan Stanley, an estimated $771K sold.
Based on aggregated 13F filings for Q2 2025.