BRW

Saba Capital Income & Opportunities Fund
BRW

Overview Fund Activity

79 hedge funds and large institutions have $96.8M invested in Saba Capital Income & Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 7 closing their positions.

Holders
79
Holders Change
+1
Holders Change %
+1.28%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
26
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$3.6M
2
MWM
2
Modern Wealth Management
Kansas
$1.28M
3
NCM
3
Next Capital Management
New York
$804K
4
AAM
4
Advisors Asset Management
Colorado
$2.54M
5
AIA
5
Absolute Investment Advisers
Florida
$5.52M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$15.1M
2
SFS
2
Shaker Financial Services
Virginia
$663K
3
CL
3
CSS LLC
Illinois
$1.08M
4
BI
4
Bulldog Investors
New Jersey
$0
5
LCM
5
Landscape Capital Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$22.1M 2,746,958 -10,918 -0.4%
RCM
2
Rivernorth Capital Management
Florida
$15.1M 1,875,203 -529,071 -22%
Morgan Stanley
3
Morgan Stanley
New York
$5.92M 733,954 -4,474 -0.6%
AIA
4
Absolute Investment Advisers
Florida
$5.52M 685,417 +71,200 +12%
Invesco
5
Invesco
Georgia
$4.51M 559,740 -55,081 -9%
TJHA
6
Thomas J. Herzfeld Advisors
Florida
$3.6M 446,455 +446,455 New
LPL Financial
7
LPL Financial
California
$3.28M 406,845 +30,516 +8%
ISSM
8
Invesco Senior Secured Management
New York
$3.19M 395,337 – –
AAM
9
Advisors Asset Management
Colorado
$2.54M 315,331 +95,541 +43%
NA
10
NewEdge Advisors
Louisiana
$2.27M 282,185 +40,431 +17%
EFG
11
Ethos Financial Group
Pennsylvania
$2.17M 269,718 -37,535 -12%
QL
12
Quarry LP
New York
$2.14M 265,396 +25,800 +11%
JWCA
13
J.W. Cole Advisors
Florida
$1.61M 199,515 +11,555 +6%
MGWM
14
Marks Group Wealth Management
Minnesota
$1.5M 185,636 – –
CC
15
CF Capital
Massachusetts
$1.45M 179,828 -40,181 -18%
MWM
16
Modern Wealth Management
Kansas
$1.28M 159,255 +128,530 +418%
CPIG
17
Chicago Partners Investment Group
Illinois
$1.21M 143,845 -16,482 -10%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$1.19M 148,026 +1,655 +1%
SC
19
Scotia Capital
Ontario, Canada
$1.13M 139,859 -44,620 -24%
CL
20
CSS LLC
Illinois
$1.08M 134,113 -88,903 -40%
Bank of America
21
Bank of America
North Carolina
$885K 109,860 -15,630 -12%
NCM
22
Next Capital Management
New York
$804K 99,725 +99,725 New
Raymond James Financial
23
Raymond James Financial
Florida
$795K 98,579 +13,829 +16%
ACM
24
Adalta Capital Management
New York
$767K 95,200 +24,900 +35%
SFS
25
Shaker Financial Services
Virginia
$663K 82,220 -111,087 -57%
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