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 %
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$135K +$23.8K +2,956 +21%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$129K – – –
Corient Private Wealth
53
Corient Private Wealth
Florida
$118K +$2.83K +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 +$101K +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 +$500 +62 +0.6%
GI
61
GAMCO Investors
Connecticut
$84.6K – – –
CFD
62
Creative Financial Designs
Indiana
$84K +$629 +78 +0.8%
MWML
63
M Wealth Management LLC
California
$80.6K -$58.4K -7,250 -42%
MCM
64
MAI Capital Management
Ohio
$77.1K -$16.2K -2,008 -17%
Comerica Bank
65
Comerica Bank
Texas
$64.2K -$60.5K -7,500 -48%
NFSG
66
Newbridge Financial Services Group
Florida
$46.5K +$46.5K +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 +$15.5K +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 – – –
1 2
3
4