BRW

Saba Capital Income & Opportunities Fund
BRW

Overview Fund Activity

80 hedge funds and large institutions have $96.9M 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.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+2
Holders Change %
+2.56%
% of All Funds
1.07%
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
Thomas J. Herzfeld Advisors
Florida
+$3.6M
2
MWM
Modern Wealth Management
Kansas
+$1.04M
3
NCM
Next Capital Management
New York
+$804K
4
AAM
Advisors Asset Management
Colorado
+$770K
5
AIA
Absolute Investment Advisers
Florida
+$574K

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$4.26M
2
SFS
Shaker Financial Services
Virginia
-$895K
3
CL
CSS LLC
Illinois
-$717K
4
BI
Bulldog Investors
New Jersey
-$568K
5
LCM
Landscape Capital Management
New Jersey
-$539K
Name Holding Trade Value Shares
Change 		Shares
Change %
OHA
26
Oak Hill Advisors
New York
$640K -$92.6K -11,489 -13%
Stifel Financial
27
Stifel Financial
Missouri
$637K +$33.7K +4,178 +6%
Goldman Sachs
28
Goldman Sachs
New York
$544K +$17.9K +2,220 +3%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$516K +$34.9K +4,332 +7%
PFA
30
Peak Financial Advisors
Colorado
$511K +$9.12K +1,131 +2%
WS
31
Wedbush Securities
California
$454K -$65.1K -8,070 -13%
AC
32
Almitas Capital
California
$450K +$450K +55,799 New
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$421K +$32.3K +4,007 +8%
UBS Group
34
UBS Group
Switzerland
$411K +$280K +34,796 +214%
Cerity Partners
35
Cerity Partners
New York
$383K +$12.3K +1,525 +3%
WCMNY
36
Westchester Capital Management (New York)
New York
$360K – – –
SWM
37
SeaCrest Wealth Management
New York
$351K -$17.8K -2,213 -5%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$346K – – –
Osaic Holdings
39
Osaic Holdings
Arizona
$324K +$21.3K +2,791 +7%
CL
40
Choreo LLC
Illinois
$302K +$302K +37,438 New
Millennium Management
41
Millennium Management
New York
$290K -$251K -31,094 -46%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$219K -$12.2K -1,517 -5%
LNWWM
43
Laird Norton Wetherby Wealth Management
California
$202K +$202K +25,107 New
Jane Street
44
Jane Street
New York
$200K +$200K +24,794 New
GP
45
Gridiron Partners
Pennsylvania
$182K – – –
KPWS
46
Kestra Private Wealth Services
Texas
$156K +$4.76K +590 +3%
PA
47
Parallel Advisors
California
$156K +$100K +12,463 +182%
FHA
48
Flagship Harbor Advisors
Massachusetts
$155K +$34K +4,214 +28%
HF
49
HRT Financial
New York
$152K +$45.8K +5,701 +43%
M&T Bank
50
M&T Bank
New York
$145K – – –
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