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FINS

Angel Oak Financial Strategies Income Term Trust

43 hedge funds and large institutions have $293M invested in Angel Oak Financial Strategies Income Term Trust in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

8% more funds holding

Funds holding: 4043 (+3)

2% more capital invested

Capital invested by funds: $289M → $293M (+$4.72M)

0.57% more ownership

Funds ownership: 65.89%66.46% (+0.57%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
43
Holders Change
+3
Holders Change %
+7.5%
% of All Funds
0.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
18
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$136M +$4.15M +316,517 +3%
KIM
2
Karpus Investment Management
New York
$68M -$2.14M -162,941 -3%
Wells Fargo
3
Wells Fargo
California
$17.2M -$1.77M -135,168 -9%
UBS Group
4
UBS Group
Switzerland
$9.51M -$951K -72,602 -9%
Morgan Stanley
5
Morgan Stanley
New York
$8.66M -$1.17M -89,405 -12%
NFG
6
Nations Financial Group
Iowa
$6.4M -$341K -26,000 -5%
Stifel Financial
7
Stifel Financial
Missouri
$5.52M +$228K +17,385 +4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.41M +$94.2K +7,185 +2%
AAM
9
Advisors Asset Management
Colorado
$4.81M -$30.5K -2,325 -0.6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$4.81M +$534K +40,742 +13%
NWMP
11
Noble Wealth Management PBC
Colorado
$3.12M -$147K -11,215 -5%
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$2.86M +$118K +9,000 +4%
RP
13
Riverbridge Partners
Minnesota
$2.85M +$1.19M +90,756 +73%
First Trust Advisors
14
First Trust Advisors
Illinois
$2.47M +$149K +11,360 +6%
LPL Financial
15
LPL Financial
California
$2.42M +$54.4K +4,153 +2%
CEFA
16
Closed-End Fund Advisors
Virginia
$1.6M +$1.59M +121,264 New
SFS
17
Shaker Financial Services
Virginia
$1.39M -$521K -39,737 -27%
Raymond James Financial
18
Raymond James Financial
Florida
$1.06M -$183K -14,000 -15%
DWM
19
Dakota Wealth Management
Florida
$1.03M
TPWM
20
Twelve Points Wealth Management
Massachusetts
$943K -$187K -14,288 -17%
Osaic Holdings
21
Osaic Holdings
Arizona
$940K +$62.8K +4,791 +7%
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$935K +$928K +70,779 New
Corient Private Wealth
23
Corient Private Wealth
Florida
$793K +$393K +30,000 +100%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$750K +$80.2K +6,119 +12%
P
25
&Partners
Tennessee
$676K +$421K +32,129 +169%