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BRW

Saba Capital Income & Opportunities Fund

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, 25 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

14% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 22

3% more funds holding

Funds holding: 7880 (+2)

3% more capital invested

Capital invested by funds: $93.9M → $96.9M (+$2.96M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.23% less ownership

Funds ownership: 28.48%28.25% (-0.23%)

Holders
80
Holders Change
+2
Holders Change %
+2.56%
% 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
10
Increased
25
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$135K +$22.5K +2,956 +21%
JP Morgan Chase
52
JP Morgan Chase
New York
$129K
Corient Private Wealth
53
Corient Private Wealth
Florida
$118K +$2.67K +351 +2%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$112K
SCM
55
Sage Capital Management
New Jersey
$109K
VF
56
Virtu Financial
New York
$101K +$95.1K +12,513 New
GSF
57
Grove Street Fiduciary
New Hampshire
$92.9K
CIA
58
Capital Investment Advisors
Georgia
$88.4K
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$88K -$8 -1 -0%
KAS
60
Kestra Advisory Services
Texas
$85K +$471 +62 +0.6%
GI
61
GAMCO Investors
Connecticut
$84.6K
CFD
62
Creative Financial Designs
Indiana
$84K +$593 +78 +0.8%
MWML
63
M Wealth Management LLC
California
$80.6K -$55.1K -7,250 -42%
MCM
64
MAI Capital Management
Ohio
$77.1K -$15.3K -2,008 -17%
Comerica Bank
65
Comerica Bank
Texas
$64.2K -$57K -7,500 -48%
NFSG
66
Newbridge Financial Services Group
Florida
$46.5K +$43.8K +5,767 New
WC
67
Winmill & Co
New York
$29K
CA
68
Clearstead Advisors
Ohio
$24.2K
WPA
69
Wealth Preservation Advisors
Tennessee
$16.1K
AAS
70
Ameritas Advisory Services
Nebraska
$15.5K +$14.6K +1,920 New
CAL
71
Capital Advisors Ltd
Ohio
$13K
CWM
72
Consultiva Wealth Management
Puerto Rico
$10.9K
NC
73
North Capital
Utah
$10.2K
SWM
74
Spire Wealth Management
Virginia
$8.06K
KTC
75
Kentucky Trust Company
Kentucky
$4.03K

BRW Hedge Fund Activity: Q2 2025 in Review

80 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Saba Capital Income & Opportunities Fund (BRW) for Q2 2025, worth a combined $96.9M — up 3.1% from $93.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BRW positions and 7 closed out — a net gain of 3 holders — while 25 added to existing stakes and 22 trimmed.

The largest buyer was Thomas J. Herzfeld Advisors, opening a new position worth an estimated $3.39M. The largest seller was Rivernorth Capital Management, cutting an estimated $4.02M.

  • 80 institutional investors held Saba Capital Income & Opportunities Fund (BRW) as of Q2 2025, up from 78 in Q1 2025.
  • Funds reported $96.9M of Saba Capital Income & Opportunities Fund stock for Q2 2025, up 3.1% quarter-over-quarter.
  • 10 funds opened new Saba Capital Income & Opportunities Fund positions in Q2 2025 and 7 closed out, a net change of +3 holders.
  • The largest Saba Capital Income & Opportunities Fund buyer in Q2 2025 was Thomas J. Herzfeld Advisors, an estimated $3.39M added.
  • The largest Saba Capital Income & Opportunities Fund seller in Q2 2025 was Rivernorth Capital Management, an estimated $4.02M sold.

Based on aggregated 13F filings for Q2 2025.