SABA

Saba Capital Income & Opportunities Fund II

86 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

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:

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
86
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
LCM
51
Landscape Capital Management
New Jersey
$116K
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$112K
CCFM
53
Clear Creek Financial Management
Washington
$107K
HWM
54
HB Wealth Management
Georgia
$103K
RPA
55
Rock Point Advisors
Vermont
$99.7K
FFA
56
Farther Finance Advisors
California
$99.3K
JIC
57
Joel Isaacson & Co
New York
$94.9K
SWM
58
Shrier Wealth Management
California
$93.6K
UBS Group
59
UBS Group
Switzerland
$84K
AHL
60
Abel Hall LLC
Louisiana
$82.5K
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$57K
HI
62
Harbour Investments
Wisconsin
$55.4K
AF
63
Allworth Financial
California
$43.3K
CA
64
Clearstead Advisors
Ohio
$40.6K
NSIM
65
North Star Investment Management
Illinois
$29.2K
JFA
66
JNBA Financial Advisors
Minnesota
$28.8K
Bank of America
67
Bank of America
North Carolina
$26.3K
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$15.6K
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
GRP
72
Global Retirement Partners
California
$5.07K
BFPW
73
BOK Financial Private Wealth
Colorado
$4.2K
SIS
74
Sound Income Strategies
Florida
$4.15K
IAIM
75
International Assets Investment Management
Florida
$4.13K