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SABA

Saba Capital Income & Opportunities Fund II
SABA

74 hedge funds and large institutions have $134M invested in Saba Capital Income & Opportunities Fund II in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.22% more ownership

Funds ownership: 50.08% → 53.3% (+3.2%)

5% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 19

3% more capital invested

Capital invested by funds: $130M → $134M (+$4.16M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less funds holding

Funds holding: 78 → 74 (-4)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
74
Holders Change
-4
Holders Change %
-5.13%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
20
Reduced
19
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GP
Gridiron Partners
Pennsylvania
+$3.12M
2
SMA
Seven Mile Advisory
New Jersey
+$2.25M
3
TI
TrueMark Investments
Illinois
+$1.92M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$1.91M
5
SFS
Shaker Financial Services
Virginia
+$1.47M

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$1.25M
2
HC
Hara Capital
Washington
-$1.03M
3
Morgan Stanley
Morgan Stanley
New York
-$694K
4
IAA
Independent Advisor Alliance
North Carolina
-$508K
5
LCM
Landscape Capital Management
New Jersey
-$348K
Name Holding Trade Value Shares
Change 		Change in
Stake
NWMP
26
Noble Wealth Management PBC
Colorado
$475K +$481K +52,109 New
CCG
27
Catalina Capital Group
California
$428K +$323 +35 +0.1%
VH
28
Visionary Horizons
Tennessee
$417K -$24K -2,597 -5%
AW
29
Avion Wealth
Texas
$338K – – –
Osaic Holdings
30
Osaic Holdings
Arizona
$336K +$48.2K +5,223 +17%
LPL Financial
31
LPL Financial
California
$282K +$62.1K +6,727 +28%
ECM
32
Evergreen Capital Management
Washington
$277K – – –
IAA
33
Independent Advisor Alliance
North Carolina
$230K -$508K -55,000 -69%
HCA
34
Harbour Capital Advisors
Virginia
$229K -$84.7K -9,182 -27%
KPF
35
K2 Principal Fund
Ontario, Canada
$210K – – –
HighTower Advisors
36
HighTower Advisors
Illinois
$205K -$10.9K -1,186 -5%
NFG
37
Nations Financial Group
Iowa
$188K – – –
MWM
38
Melfa Wealth Management
Massachusetts
$154K – – –
RPA
39
Rock Point Advisors
Vermont
$154K – – –
PP
40
Patron Partners
Texas
$150K – – –
GHAM
41
Gilman Hill Asset Management
Connecticut
$137K – – –
SPIA
42
Steward Partners Investment Advisory
New York
$130K – – –
UPS
43
UHLMANN PRICE SECURITIES
Illinois
$127K +$129K +13,926 New
UBS Group
44
UBS Group
Switzerland
$125K -$125K -13,532 -50%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$122K -$1.46K -158 -1%
CCFM
46
Clear Creek Financial Management
Washington
$119K – – –
HWM
47
HB Wealth Management
Georgia
$114K +$115K +12,500 New
JIC
48
Joel Isaacson & Co
New York
$105K +$106K +11,500 New
AHL
49
Abel Hall LLC
Louisiana
$91.2K – – –
HI
50
Harbour Investments
Wisconsin
$83.8K -$22.7K -2,461 -21%
1
2
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SABA Hedge Fund Activity: Q3 2025 in Review

74 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Saba Capital Income & Opportunities Fund II (SABA) for Q3 2025, worth a combined $134M — up 3.2% from $130M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of SABA and 9 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 20 added.

The largest buyer was Gridiron Partners, adding an estimated $3.12M. The largest seller was Saba Capital Management, cutting an estimated $1.25M.

  • 74 institutional investors held Saba Capital Income & Opportunities Fund II (SABA) as of Q3 2025, down from 78 in Q2 2025.
  • Funds reported $134M of Saba Capital Income & Opportunities Fund II stock for Q3 2025, up 3.2% quarter-over-quarter.
  • 9 funds opened new Saba Capital Income & Opportunities Fund II positions in Q3 2025 and 12 closed out, a net change of -3 holders.
  • The largest Saba Capital Income & Opportunities Fund II buyer in Q3 2025 was Gridiron Partners, an estimated $3.12M added.
  • The largest Saba Capital Income & Opportunities Fund II seller in Q3 2025 was Saba Capital Management, an estimated $1.25M sold.

Based on aggregated 13F filings for Q3 2025.