Angel Oak Financial Strategies Income Term Trust
FINS
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, 17 increasing their positions, 11 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
55% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 11
8% more funds holding
Funds holding: 40 → 43 (+3)
1% more capital invested
Capital invested by funds: $289M → $293M (+$4.32M)
0.48% more ownership
Funds ownership: 65.89% → 66.37% (+0.48%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$4.15M |
| 2 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
+$1.19M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$928K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$534K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$521K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$2.14M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.77M |
| 3 |
Morgan Stanley
New York
|
-$1.17M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$951K |
| 5 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$928K |
FINS Hedge Fund Activity: Q4 2025 in Review
43 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Financial Strategies Income Term Trust (FINS) for Q4 2025, worth a combined $293M — up 1.5% from $289M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FINS positions and 4 closed out — a net gain of 3 holders — while 17 added to existing stakes and 11 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $4.15M. The largest seller was Karpus Investment Management, cutting an estimated $2.14M.
- 43 institutional investors held Angel Oak Financial Strategies Income Term Trust (FINS) as of Q4 2025, up from 40 in Q3 2025.
- Funds reported $293M of Angel Oak Financial Strategies Income Term Trust stock for Q4 2025, up 1.5% quarter-over-quarter.
- 7 funds opened new Angel Oak Financial Strategies Income Term Trust positions in Q4 2025 and 4 closed out, a net change of +3 holders.
- The largest Angel Oak Financial Strategies Income Term Trust buyer in Q4 2025 was Sit Investment Associates, an estimated $4.15M added.
- The largest Angel Oak Financial Strategies Income Term Trust seller in Q4 2025 was Karpus Investment Management, an estimated $2.14M sold.
Based on aggregated 13F filings for Q4 2025.