BRW

Saba Capital Income & Opportunities Fund
BRW

Overview Fund Activity

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 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
-5
Holders Change %
-6.02%
% 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
13
Increased
21
Reduced
22
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFG
Ethos Financial Group
Pennsylvania
+$2.38M
2
AAM
Advisors Asset Management
Colorado
+$1.71M
3
CC
CF Capital
Massachusetts
+$1.65M
4
LPL Financial
LPL Financial
California
+$1.65M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$1.55M

Top Sellers

1
PCM
Penserra Capital Management
California
-$9.58M
2
RCM
Rivernorth Capital Management
Florida
-$3.13M
3
SCM
Saba Capital Management
New York
-$2.54M
4
AGM
Alpine Global Management
New York
-$1.52M
5
BI
Bulldog Investors
New Jersey
-$1.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$21.4M +$1.55M +199,693 +8%
RCM
2
Rivernorth Capital Management
Florida
$18.7M -$3.13M -402,835 -14%
Morgan Stanley
3
Morgan Stanley
New York
$5.73M +$81.2K +10,462 +1%
Invesco
4
Invesco
Georgia
$4.77M +$640K +82,448 +15%
AIA
5
Absolute Investment Advisers
Florida
$4.77M -$687K -88,471 -13%
ISSM
6
Invesco Senior Secured Management
New York
$3.07M – – –
LPL Financial
7
LPL Financial
California
$2.92M +$1.65M +213,199 +131%
EFG
8
Ethos Financial Group
Pennsylvania
$2.38M +$2.38M +307,253 New
NA
9
NewEdge Advisors
Louisiana
$1.88M +$925K +119,259 +97%
QL
10
Quarry LP
New York
$1.86M -$285K -36,705 -13%
CL
11
CSS LLC
Illinois
$1.73M -$390K -50,263 -18%
AAM
12
Advisors Asset Management
Colorado
$1.71M +$1.71M +219,790 New
CC
13
CF Capital
Massachusetts
$1.65M +$1.65M +220,009 New
SFS
14
Shaker Financial Services
Virginia
$1.5M -$171K -22,023 -10%
JWCA
15
J.W. Cole Advisors
Florida
$1.46M +$291K +37,481 +25%
MGWM
16
Marks Group Wealth Management
Minnesota
$1.44M – – –
SC
17
Scotia Capital
Ontario, Canada
$1.43M -$82.9K -10,684 -5%
CPIG
18
Chicago Partners Investment Group
Illinois
$1.23M +$29.8K +3,876 +2%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$1.14M +$167K +21,556 +17%
Bank of America
20
Bank of America
North Carolina
$974K +$130K +16,765 +15%
OHA
21
Oak Hill Advisors
New York
$705K -$8 -1 -0%
NWMP
22
Noble Wealth Management PBC
Colorado
$699K +$656K +84,559 +1,537%
Raymond James Financial
23
Raymond James Financial
Florida
$658K -$1.72K -221 -0.3%
Stifel Financial
24
Stifel Financial
Missouri
$581K -$155K -20,000 -21%
BI
25
Bulldog Investors
New Jersey
$568K -$1.04M -133,598 -65%
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