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SABA

Saba Capital Income & Opportunities Fund II

87 hedge funds and large institutions have $120M invested in Saba Capital Income & Opportunities Fund II in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 20 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

18% more funds holding

Funds holding: 7487 (+13)

1.91% less ownership

Funds ownership: 53.3%51.39% (-1.9%)

11% less capital invested

Capital invested by funds: $134M → $120M (-$14.4M)

29% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 28

Holders
87
Holders Change
+13
Holders Change %
+17.57%
% of All Funds
1.06%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
18
Increased
20
Reduced
28
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
51
Landscape Capital Management
New Jersey
$116K +$123K +14,062 New
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$112K -$166 -19 -0.1%
CCFM
53
Clear Creek Financial Management
Washington
$107K
HWM
54
HB Wealth Management
Georgia
$103K
RPA
55
Rock Point Advisors
Vermont
$99.7K -$41.5K -4,750 -28%
FFA
56
Farther Finance Advisors
California
$99.3K +$32.8K +3,750 +45%
JIC
57
Joel Isaacson & Co
New York
$94.9K
SWM
58
Shrier Wealth Management
California
$93.6K +$99.1K +11,343 New
UBS Group
59
UBS Group
Switzerland
$84K -$31K -3,548 -26%
AHL
60
Abel Hall LLC
Louisiana
$82.5K
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$57K -$3.85K -441 -6%
HI
62
Harbour Investments
Wisconsin
$55.4K -$21.6K -2,475 -27%
AF
63
Allworth Financial
California
$43.3K +$3.15K +361 +7%
CA
64
Clearstead Advisors
Ohio
$40.6K -$1.09K -125 -2%
NSIM
65
North Star Investment Management
Illinois
$29.2K +$323 +37 +1%
JFA
66
JNBA Financial Advisors
Minnesota
$28.8K
Bank of America
67
Bank of America
North Carolina
$26.3K +$11K +1,259 +65%
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$15.6K -$105 -12 -0.6%
IRC
69
Investors Research Corp
Georgia
$11K
FFO
70
Fortitude Family Office
Arizona
$8.25K
HHCP
71
Hilton Head Capital Partners
South Carolina
$8.08K +$8.55K +979 New
GRP
72
Global Retirement Partners
California
$5.07K +$5.37K +615 New
MWA
73
Medallion Wealth Advisors
Connecticut
$4.74K
BFPW
74
BOK Financial Private Wealth
Colorado
$4.2K +$4.45K +509 New
SIS
75
Sound Income Strategies
Florida
$4.15K