Who Owns Saba Capital Income & Opportunities Fund II (SABA)?Hedge Fund & Institutional Holders

$8.11+0.01 (+0.12%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.3026000180750003e+264T

% of Float Held

—

QoQ Change in Holders

+14 / -2

Price History

$7.80$8.21$8.62$9.02$9.43Aug 24Jun 25Mar 26

SABA — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Focus Partners WealthNew Position+1.0M+$8.0B
Shaker Financial Services, LLCNew Position+439K+$3.6B
TrueMark Investments, LLCNew Position+213K+$1.8B
Hara Capital LLCNew Position+125K+$1.0B
Mutual Advisors, LLCNew Position+115K+$949.0M
Comprehensive Money Management Services LLCNew Position+115K+$948.0M
Catalina Capital Group, LLCNew Position+47K+$387.0M
VISIONARY HORIZONS, LLCNew Position+46K+$377.0M
EVERGREEN CAPITAL MANAGEMENT LLCNew Position+30K+$250.0M
MELFA WEALTH MANAGEMENT, INC.New Position+17K+$139.0M
Capital Investment Advisors, LLCNew Position+14K+$118.0M
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.New Position+14K+$114.0M
Joel Isaacson & Co., LLCNew Position+12K+$94.0M
North Star Investment Management Corp.New Position+4K+$29.0M
Farther Finance Advisors, LLCIncreased+4K+$23.4M

SABA — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Kovitz Investment Group Partners, LLCClosed Position-1.0M-$9.3B
Saba Capital Management, L.P.Decreased-439K-$5.9B
RIVERNORTH CAPITAL MANAGEMENT, LLCDecreased-180K-$4.1B
Thomas J. Herzfeld Advisors, Inc.Decreased-197K-$3.2B
TORONTO DOMINION BANKClosed Position-207K-$1.9B
WELLS FARGO & COMPANY/MNDecreased-80K-$1.8B
CHOREO, LLCDecreased-10K-$1.2B
Private Advisor Group, LLCDecreased-3K-$750.1M
OSAIC HOLDINGS, INC.Decreased-14K-$336.2M
HighTower Advisors, LLCDecreased-3K-$204.8M
CSS LLC/ILDecreased-2K-$127.7M
HARBOUR INVESTMENTS, INC.Decreased-2K-$83.7M
Harbour Capital Advisors, LLCDecreased-7K-$79.6M
ROYAL BANK OF CANADADecreased-441-$67.0M
Rock Point Advisors, LLCDecreased-5K-$54.6M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1RIVERNORTH CAPITAL MANAGEMENT, LLC2,791,049$23.0B1.09%Share
2Saba Capital Management, L.P.2,190,968$18.1B0.54%Share
3Thomas J. Herzfeld Advisors, Inc.1,590,092$13.1B4.44%Share
4Focus Partners Wealth1,020,851$8.0B9.12%Share
5WELLS FARGO & COMPANY/MN659,746$5.0B0.91%Share
6Shaker Financial Services, LLC439,104$3.6B1.15%Share
7Invesco Ltd.418,725$3.5B0.53%Share
8SCOTIA CAPITAL INC.437,492$3.0B12.08%Share
9SEVEN MILE ADVISORY244,179$2.0B0.35%Share
10Fiera Capital Corp335,657$2.0B6.34%Share
11Advisors Asset Management, Inc.261,272$2.0B33.58%Share
12TrueMark Investments, LLC213,261$1.8B0.34%Share
13CSS LLC/IL125,609$1.0B0.05%Share
14Hara Capital LLC124,911$1.0B0.57%Share
15Mutual Advisors, LLC115,115$949.0M0.02%Share
16Comprehensive Money Management Services LLC114,923$948.0M0.65%Share
17Gridiron Partners, LLC56,708$467.0M0.27%Share
18Catalina Capital Group, LLC47,012$387.0M0.23%Share
19VISIONARY HORIZONS, LLC45,776$377.0M0.19%Share
20EVERGREEN CAPITAL MANAGEMENT LLC30,418$250.0M0.01%Share
21K2 PRINCIPAL FUND, L.P.22,700$187.0M0.02%Share
22Harbour Capital Advisors, LLC18,000$149.0M0.03%Share
23MELFA WEALTH MANAGEMENT, INC.16,875$139.0M0.08%Share
24Capital Investment Advisors, LLC14,381$118.0M1.80%Share
25UHLMANN PRICE SECURITIES, LLC14,208$117.0M0.07%Share
26Rock Point Advisors, LLC12,088$99.0M0.02%Share
27Farther Finance Advisors, LLC12,035$99.0M1.06%Share
28Joel Isaacson & Co., LLC11,500$94.0M0.00%Share
29LANDSCAPE CAPITAL MANAGEMENT, L.L.C.7,225$59.0M0.00%Share
30UBS Group AG5,503$45.0M0.01%Share
31UBS Group AG4,679$38.0M0.01%Share
32LANDSCAPE CAPITAL MANAGEMENT, L.L.C.4,054$33.0M0.00%Share
33North Star Investment Management Corp.3,542$29.0M0.00%Share
34LANDSCAPE CAPITAL MANAGEMENT, L.L.C.2,783$22.0M0.00%Share
35Fortitude Family Office, LLC1,000$8.0M0.00%Share
36ENVESTNET ASSET MANAGEMENT INC927,440$7.0M0.00%Share
37BOK Financial Private Wealth, Inc.509$4.0M0.00%Share
38Sound Income Strategies, LLC500$4.0M0.00%Share
39INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC500$4.0M0.00%Share
40BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC267,589$2.2M0.32%Share
41Gould Capital, LLC300$2.0M0.00%Share
42SOA Wealth Advisors, LLC.325$2.0M0.00%Share
43Closed-End Fund Advisors, Inc.186,283$1.5M0.91%Share
44QUANTIFY CHAOS ADVISORS, LLC176,134$1.5M4.40%Share
45CHOREO, LLC126,366$1.1M0.01%Share
46MORGAN STANLEY218,506$1.0M0.00%Share
47Elevated Capital Advisors, LLC168$1.0M0.00%Share
48WPG Advisers, LLC122$1.0M0.00%Share
49Almitas Capital LLC64,130$529K0.12%Share
50Winter & Associates, Inc.61,560$507K0.47%Share

SABA Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202583$91.8B+38
Q3 202545$108.0B-26
Q2 202571$102.2B-12
Q1 202583$120.8B+14
Q4 202469$1.9T+16
Q3 202453$5.8T+3
Q2 202450$3.6T—

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As of Q4 2025, 50 institutional investors hold SABA (Saba Capital Income & Opportunities Fund II). The largest holder is RIVERNORTH CAPITAL MANAGEMENT, LLC with $23.0B in shares. This quarter, 14 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own SABA?

As of Q4 2025, 50 institutional investors report holding SABA (Saba Capital Income & Opportunities Fund II) in their 13F filings.

Who is the largest institutional holder of SABA?

The largest institutional holder of SABA is RIVERNORTH CAPITAL MANAGEMENT, LLC with $23.0B in shares.

Is institutional ownership of SABA increasing or decreasing?

This quarter, 14 institutions opened new positions in SABA and 2 closed their positions.