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 %
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$135K 16,712 +2,956 +21%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$129K 16,008 – –
Corient Private Wealth
53
Corient Private Wealth
Florida
$118K 14,693 +351 +2%
SCM
54
Sage Capital Management
New Jersey
$109K 13,500 – –
VF
55
Virtu Financial
New York
$101K 12,513 +12,513 New
GSF
56
Grove Street Fiduciary
New Hampshire
$92.9K 11,532 – –
CIA
57
Capital Investment Advisors
Georgia
$88.4K 10,965 – –
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$88K 10,890 -1 -0%
KAS
59
Kestra Advisory Services
Texas
$85K 10,546 +62 +0.6%
GI
60
GAMCO Investors
Connecticut
$84.6K 10,500 – –
CFD
61
Creative Financial Designs
Indiana
$84K 10,427 +78 +0.8%
MWML
62
M Wealth Management LLC
California
$80.6K 10,000 -7,250 -42%
MCM
63
MAI Capital Management
Ohio
$77.1K 9,567 -2,008 -17%
Comerica Bank
64
Comerica Bank
Texas
$64.2K 7,971 -7,500 -48%
NFSG
65
Newbridge Financial Services Group
Florida
$46.5K 5,767 +5,767 New
WC
66
Winmill & Co
New York
$29K 3,600 – –
CA
67
Clearstead Advisors
Ohio
$24.2K 3,000 – –
WPA
68
Wealth Preservation Advisors
Tennessee
$16.1K 2,000 – –
AAS
69
Ameritas Advisory Services
Nebraska
$15.5K 1,920 +1,920 New
CAL
70
Capital Advisors Ltd
Ohio
$13K 1,622 – –
CWM
71
Consultiva Wealth Management
Puerto Rico
$10.9K 1,350 – –
NC
72
North Capital
Utah
$10.2K 1,269 – –
SWM
73
Spire Wealth Management
Virginia
$8.06K 1,000 – –
KTC
74
Kentucky Trust Company
Kentucky
$4.03K 500 – –
BAM
75
Bellevue Asset Management
Washington
$3.39K 420 – –
1 2
3
4