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BRW

Saba Capital Income & Opportunities Fund
BRW

102 hedge funds and large institutions have $142M invested in Saba Capital Income & Opportunities Fund in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 17 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 17

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

42% more capital invested

Capital invested by funds: $99.6M → $142M (+$42.1M)

10% more funds holding

Funds holding: 93 → 102 (+9)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

82.82% less ownership

Funds ownership: 130.35% → 47.52% (-83%)

Holders
102
Holders Change
+9
Holders Change %
+9.68%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
23
Increased
41
Reduced
17
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$21.8M
2
RCM
Rivernorth Capital Management
Florida
+$11.8M
3
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
+$5.17M
4
AIA
Absolute Investment Advisers
Florida
+$5.06M
5
TJHA
Thomas J. Herzfeld Advisors
Florida
+$4.77M

Top Sellers

1
GP
Gridiron Partners
Pennsylvania
-$308M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$18.1M
3
AGM
Alpine Global Management
New York
-$1.53M
4
BFM
Boothbay Fund Management
New York
-$754K
5
BPA
Beacon Pointe Advisors
California
-$713K
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
101
Huntington National Bank
Ohio
$6 – – –
Wells Fargo
102
Wells Fargo
California
$6 – – –
Kovitz Investment Group Partners
103
Kovitz Investment Group Partners
Illinois
– -$18.1M -2,323,938 Closed
AGM
104
Alpine Global Management
New York
– -$1.53M -197,000 Closed
BFM
105
Boothbay Fund Management
New York
– -$754K -97,000 Closed
BPA
106
Beacon Pointe Advisors
California
– -$713K -91,709 Closed
OHA
107
Oak Hill Advisors
New York
– -$616K -79,343 Closed
MWM
108
Maridea Wealth Management
New York
– -$85.6K -11,773 Closed
CIA
109
Capital Investment Advisors
Georgia
– -$85.4K -10,985 Closed
MWML
110
M Wealth Management LLC
California
– -$77.7K -10,000 Closed
CFD
111
Creative Financial Designs
Indiana
– -$77.2K -9,941 Closed
NFSG
112
Newbridge Financial Services Group
Florida
– -$44.8K -5,767 Closed
AAS
113
Ameritas Advisory Services
Nebraska
– -$14.9K -1,920 Closed
NC
114
North Capital
Utah
– -$9.87K -1,270 Closed
WANY
115
Wealthspire Advisors (New York)
New York
– -$4.83K -622 Closed
ASN
116
Advisory Services Network
Georgia
– -$1.17K -150 Closed
FIA
117
FNY Investment Advisers
New York
– +$724 +100 New
1 2 3 4
5

BRW Hedge Fund Activity: Q4 2025 in Review

102 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Saba Capital Income & Opportunities Fund (BRW) for Q4 2025, worth a combined $142M — up 42% from $99.6M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BRW positions and 14 closed out — a net gain of 9 holders — while 41 added to existing stakes and 17 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $21.8M. The largest seller was Gridiron Partners, cutting an estimated $308M.

  • 102 institutional investors held Saba Capital Income & Opportunities Fund (BRW) as of Q4 2025, up from 93 in Q3 2025.
  • Funds reported $142M of Saba Capital Income & Opportunities Fund stock for Q4 2025, up 42% quarter-over-quarter.
  • 23 funds opened new Saba Capital Income & Opportunities Fund positions in Q4 2025 and 14 closed out, a net change of +9 holders.
  • The largest Saba Capital Income & Opportunities Fund buyer in Q4 2025 was Focus Partners Wealth, an estimated $21.8M added.
  • The largest Saba Capital Income & Opportunities Fund seller in Q4 2025 was Gridiron Partners, an estimated $308M sold.

Based on aggregated 13F filings for Q4 2025.