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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
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$21.4M +$1.56M +199,693 +8%
RCM
2
Rivernorth Capital Management
Florida
$18.7M -$3.14M -402,835 -14%
Morgan Stanley
3
Morgan Stanley
New York
$5.73M +$81.6K +10,462 +1%
Invesco
4
Invesco
Georgia
$4.77M +$643K +82,448 +15%
AIA
5
Absolute Investment Advisers
Florida
$4.77M -$690K -88,471 -13%
ISSM
6
Invesco Senior Secured Management
New York
$3.07M
LPL Financial
7
LPL Financial
California
$2.92M +$1.66M +213,199 +131%
EFG
8
Ethos Financial Group
Pennsylvania
$2.38M +$2.4M +307,253 New
NA
9
NewEdge Advisors
Louisiana
$1.88M +$930K +119,259 +97%
QL
10
Quarry LP
New York
$1.86M -$286K -36,705 -13%
CL
11
CSS LLC
Illinois
$1.73M -$392K -50,263 -18%
AAM
12
Advisors Asset Management
Colorado
$1.71M +$1.71M +219,790 New
CC
13
CF Capital
Massachusetts
$1.65M +$1.72M +220,009 New
SFS
14
Shaker Financial Services
Virginia
$1.5M -$172K -22,023 -10%
JWCA
15
J.W. Cole Advisors
Florida
$1.46M +$292K +37,481 +25%
MGWM
16
Marks Group Wealth Management
Minnesota
$1.44M
SC
17
Scotia Capital
Ontario, Canada
$1.43M -$83.3K -10,684 -5%
CPIG
18
Chicago Partners Investment Group
Illinois
$1.23M +$30.2K +3,876 +2%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$1.14M +$168K +21,556 +17%
Bank of America
20
Bank of America
North Carolina
$974K +$131K +16,765 +15%
OHA
21
Oak Hill Advisors
New York
$705K -$8 -1 -0%
NWMP
22
Noble Wealth Management PBC
Colorado
$699K +$660K +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 -$156K -20,000 -21%
BI
25
Bulldog Investors
New Jersey
$568K -$1.04M -133,598 -65%

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.