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BFZ

BlackRock CA Municipal Income Trust

Delisted

BFZ was delisted on the 6th of February, 2026.

61 hedge funds and large institutions have $86.3M invested in BlackRock CA Municipal Income Trust in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

15% more funds holding

Funds holding: 5361 (+8)

3.7% less ownership

Funds ownership: 29.93%26.23% (-3.7%)

11% less capital invested

Capital invested by funds: $97.3M → $86.3M (-$10.9M)

Holders
61
Holders Change
+8
Holders Change %
+15.09%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
17
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$30.3M -$20.5M -1,924,693 -41%
Morgan Stanley
2
Morgan Stanley
New York
$7.47M +$5.17M +486,381 +249%
GC
3
Guggenheim Capital
Illinois
$6.8M -$333K -31,298 -5%
AAM
4
Advisors Asset Management
Colorado
$6.41M +$181K +17,003 +3%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$3.58M +$2.15M +201,972 +161%
RCM
6
Rivernorth Capital Management
Florida
$3.58M +$3.48M +326,977 New
LPL Financial
7
LPL Financial
California
$2.98M +$447K +41,994 +18%
Wells Fargo
8
Wells Fargo
California
$2.83M -$237K -22,271 -8%
HWAM
9
Hennion & Walsh Asset Management
New Jersey
$2.74M -$63K -5,925 -2%
TC
10
Trilogy Capital
California
$2.15M +$620K +58,283 +42%
UBS Group
11
UBS Group
Switzerland
$1.54M -$245K -23,023 -14%
AF
12
Atala Financial
California
$1.45M +$53.2K +5,000 +4%
OIM
13
Oder Investment Management
California
$1.29M +$9.49K +892 +0.8%
IC
14
IEQ Capital
California
$989K +$781K +73,403 +435%
Bank of America
15
Bank of America
North Carolina
$936K -$39.7K -3,734 -4%
HCM
16
Hollencrest Capital Management
California
$859K
MWM
17
Melfa Wealth Management
Massachusetts
$831K +$106 +10 +0%
WAM
18
Wolverine Asset Management
Illinois
$798K +$775K +72,893 New
Allianz Asset Management
19
Allianz Asset Management
Germany
$753K
CWS
20
Cypress Wealth Services
California
$604K +$9.7K +912 +2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$570K -$2.41M -226,859 -81%
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
$561K +$545K +51,231 New
Raymond James Financial
23
Raymond James Financial
Florida
$526K +$45.9K +4,316 +10%
VCM
24
Vivaldi Capital Management
Illinois
$486K +$330 +31 +0.1%
LSC
25
Logan Stone Capital
Illinois
$389K +$378K +35,566 New

BFZ Hedge Fund Activity: Q3 2025 in Review

61 of the 7,630 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q3 2025, worth a combined $86.3M — down 11% from $97.3M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BFZ positions and 6 closed out — a net gain of 8 holders — while 17 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.17M. The largest seller was Saba Capital Management, cutting an estimated $20.5M.

  • 61 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q3 2025, up from 53 in Q2 2025.
  • Funds reported $86.3M of BlackRock CA Municipal Income Trust stock for Q3 2025, down 11% quarter-over-quarter.
  • 14 funds opened new BlackRock CA Municipal Income Trust positions in Q3 2025 and 6 closed out, a net change of +8 holders.
  • The largest BlackRock CA Municipal Income Trust buyer in Q3 2025 was Morgan Stanley, an estimated $5.17M added.
  • The largest BlackRock CA Municipal Income Trust seller in Q3 2025 was Saba Capital Management, an estimated $20.5M sold.

Based on aggregated 13F filings for Q3 2025.