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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
Corient Private Wealth
51
Corient Private Wealth
Florida
$111K -$2.59K -332 -2%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$108K
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$107K +$3.39K +435 +3%
SCM
54
Sage Capital Management
New Jersey
$105K
HF
55
HRT Financial
New York
$102K +$103K +13,208 New
APG
56
Abacus Planning Group
South Carolina
$97.4K
Wells Fargo
57
Wells Fargo
California
$96.9K
MCM
58
MAI Capital Management
Ohio
$89.8K -$1.02K -131 -1%
GSF
59
Grove Street Fiduciary
New Hampshire
$89.5K
CIA
60
Capital Investment Advisors
Georgia
$85.1K
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$84K -$11.3K -1,453 -12%
GI
62
GAMCO Investors
Connecticut
$81.5K +$3.9K +500 +5%
KAS
63
Kestra Advisory Services
Texas
$81.4K +$156 +20 +0.2%
CFD
64
Creative Financial Designs
Indiana
$80.3K -$3.32K -426 -4%
PA
65
Parallel Advisors
California
$53K -$176K -22,515 -77%
WC
66
Winmill & Co
New York
$27.9K
CA
67
Clearstead Advisors
Ohio
$23.3K
EB
68
Eastern Bank
Massachusetts
$17.1K
WPA
69
Wealth Preservation Advisors
Tennessee
$15.5K +$15.6K +2,000 New
CAL
70
Capital Advisors Ltd
Ohio
$13K
CWM
71
Consultiva Wealth Management
Puerto Rico
$10.5K +$10.5K +1,350 New
NC
72
North Capital
Utah
$9.85K +$9.9K +1,269 New
SWM
73
Spire Wealth Management
Virginia
$7.76K
KTC
74
Kentucky Trust Company
Kentucky
$3.88K
BAM
75
Bellevue Asset Management
Washington
$3.26K

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.