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BRW

Saba Capital Income & Opportunities Fund

78 hedge funds and large institutions have $93.9M invested in Saba Capital Income & Opportunities Fund in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 22

2.89% less ownership

Funds ownership: 31.36%28.48% (-2.9%)

7% less funds holding

Funds holding: 8478 (-6)

8% less capital invested

Capital invested by funds: $102M → $93.9M (-$7.76M)

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

Holders
78
Holders Change
-6
Holders Change %
-7.14%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
21
Reduced
22
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
26
Adalta Capital Management
New York
$546K +$91.8K +11,765 +20%
LCM
27
Landscape Capital Management
New Jersey
$539K -$156K -19,966 -22%
Millennium Management
28
Millennium Management
New York
$520K +$523K +67,035 New
Goldman Sachs
29
Goldman Sachs
New York
$507K -$7.8K -1,000 -2%
WS
30
Wedbush Securities
California
$500K +$11K +1,415 +2%
PFA
31
Peak Financial Advisors
Colorado
$483K +$8.74K +1,121 +2%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$463K +$152K +19,425 +48%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$374K +$376K +48,231 New
Cerity Partners
34
Cerity Partners
New York
$357K +$359K +46,037 New
SWM
35
SeaCrest Wealth Management
New York
$356K -$65.9K -8,445 -16%
WCMNY
36
Westchester Capital Management (New York)
New York
$347K
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$333K +$221K +28,348 +195%
Osaic Holdings
38
Osaic Holdings
Arizona
$308K -$19.4K -2,489 -6%
MWM
39
Modern Wealth Management
Kansas
$238K +$44.7K +5,725 +23%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$223K +$7.18K +921 +3%
Walleye Capital
41
Walleye Capital
New York
$186K -$33.9K -4,344 -15%
GP
42
Gridiron Partners
Pennsylvania
$175K
KPWS
43
Kestra Private Wealth Services
Texas
$146K +$4.41K +565 +3%
RAM
44
Readystate Asset Management
Illinois
$143K -$375K -48,024 -72%
M&T Bank
45
M&T Bank
New York
$140K +$140K +18,000 New
MWML
46
M Wealth Management LLC
California
$134K +$135K +17,250 New
UBS Group
47
UBS Group
Switzerland
$126K -$373K -47,777 -75%
JP Morgan Chase
48
JP Morgan Chase
New York
$124K
Comerica Bank
49
Comerica Bank
Texas
$120K
FHA
50
Flagship Harbor Advisors
Massachusetts
$116K +$117K +14,984 New

BRW Hedge Fund Activity: Q1 2025 in Review

78 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Saba Capital Income & Opportunities Fund (BRW) for Q1 2025, worth a combined $93.9M — down 7.6% from $102M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of BRW and 13 opened new positions — a net loss of 4 holders — while 22 trimmed existing stakes and 21 added.

The largest buyer was Ethos Financial Group, opening a new position worth an estimated $2.4M. The largest seller was Penserra Capital Management, exiting entirely with an estimated $9.58M sold.

  • 78 institutional investors held Saba Capital Income & Opportunities Fund (BRW) as of Q1 2025, down from 84 in Q4 2024.
  • Funds reported $93.9M of Saba Capital Income & Opportunities Fund stock for Q1 2025, down 7.6% quarter-over-quarter.
  • 13 funds opened new Saba Capital Income & Opportunities Fund positions in Q1 2025 and 17 closed out, a net change of -4 holders.
  • The largest Saba Capital Income & Opportunities Fund buyer in Q1 2025 was Ethos Financial Group, an estimated $2.4M added.
  • The largest Saba Capital Income & Opportunities Fund seller in Q1 2025 was Penserra Capital Management, an estimated $9.58M sold.

Based on aggregated 13F filings for Q1 2025.