SABA

Saba Capital Income & Opportunities Fund II
SABA

Overview Fund Activity

84 hedge funds and large institutions have $123M invested in Saba Capital Income & Opportunities Fund II in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+2
Holders Change %
+2.44%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
20
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TJHA
Thomas J. Herzfeld Advisors
Florida
$14.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$7.74M
3
AAM
Advisors Asset Management
Colorado
$1.63M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$7.85M
5
RCM
Rivernorth Capital Management
Florida
$23.9M

Top Sellers

1
PCM
Penserra Capital Management
California
$0
2
HC
Hara Capital
Washington
$1.71M
3
SCM
Saba Capital Management
New York
$25.5M
4
Morgan Stanley
Morgan Stanley
New York
$6.25M
5
LCM
Landscape Capital Management
New Jersey
$279K
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
51
HB Wealth Management
Georgia
$109K – – –
CCFM
52
Clear Creek Financial Management
Washington
$102K +$102K +11,775 New
TFF
53
The Family Firm
Maryland
$97.7K +$1.84K +212 +2%
CPIG
54
Chicago Partners Investment Group
Illinois
$96.1K +$96.1K +10,886 New
HI
55
Harbour Investments
Wisconsin
$94.9K +$870 +100 +0.9%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$94K -$6.72K -769 -7%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$60K -$26.2K -3,019 -30%
CA
58
Clearstead Advisors
Ohio
$43.9K +$1.09K +125 +3%
AF
59
Allworth Financial
California
$41.5K – – –
US Bancorp
60
US Bancorp
Minnesota
$34.9K +$34.9K +4,007 New
GWM
61
Geneos Wealth Management
Colorado
$33.4K +$29.9K +3,440 +864%
JFA
62
JNBA Financial Advisors
Minnesota
$30.3K – – –
NSIM
63
North Star Investment Management
Illinois
$29.9K -$5.71K -656 -16%
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$19K – – –
NCM
65
Northwest Capital Management
Oregon
$16.4K – – –
IRC
66
Investors Research Corp
Georgia
$11.6K – – –
FFWM
67
Future Financial Wealth Management
Ohio
$9.83K – – –
FFO
68
Fortitude Family Office
Arizona
$8.7K -$6.53K -750 -43%
GJIA
69
Glass Jacobson Investment Advisors
Maryland
$7.7K – – –
SIS
70
Sound Income Strategies
Florida
$4.35K – – –
WA
71
WPG Advisers
Maryland
$4.3K -$1.32K -152 -24%
GWM
72
Graybill Wealth Management
Illinois
$4.04K +$4.04K +464 New
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$2.83K – – –
SWA
74
SOA Wealth Advisors
New York
$2.83K – – –
SSB
75
Sandy Spring Bank
Maryland
$2.61K – – –
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