SABA

Saba Capital Income & Opportunities Fund II

85 hedge funds and large institutions have $117M invested in Saba Capital Income & Opportunities Fund II in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less ownership

Funds ownership:

12% less capital invested

Capital invested by funds: $134M → $117M (-$16.8M)

29% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 28

Holders
85
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$112K
CCFM
52
Clear Creek Financial Management
Washington
$107K
HWM
53
HB Wealth Management
Georgia
$103K
RPA
54
Rock Point Advisors
Vermont
$99.7K
FFA
55
Farther Finance Advisors
California
$99.3K
JIC
56
Joel Isaacson & Co
New York
$94.9K
SWM
57
Shrier Wealth Management
California
$93.6K
UBS Group
58
UBS Group
Switzerland
$84K
AHL
59
Abel Hall LLC
Louisiana
$82.5K
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$57K
HI
61
Harbour Investments
Wisconsin
$55.4K
AF
62
Allworth Financial
California
$43.3K
CA
63
Clearstead Advisors
Ohio
$40.6K
NSIM
64
North Star Investment Management
Illinois
$29.2K
JFA
65
JNBA Financial Advisors
Minnesota
$28.8K
Bank of America
66
Bank of America
North Carolina
$26.3K
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$15.6K
IRC
68
Investors Research Corp
Georgia
$11K
FFO
69
Fortitude Family Office
Arizona
$8.25K
HHCP
70
Hilton Head Capital Partners
South Carolina
$8.08K
GRP
71
Global Retirement Partners
California
$5.07K
BFPW
72
BOK Financial Private Wealth
Colorado
$4.2K
SIS
73
Sound Income Strategies
Florida
$4.15K
IAIM
74
International Assets Investment Management
Florida
$4.13K
PWPS
75
Pinnacle Wealth Planning Services
Ohio
$2.8K