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Saba Capital Income & Opportunities Fund

93 hedge funds and large institutions have $144M invested in Saba Capital Income & Opportunities Fund in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 29

2.58% more ownership

Funds ownership: 47.52%50.1% (+2.6%)

1% more capital invested

Capital invested by funds: $142M → $144M (+$2.01M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less funds holding

Funds holding: 10293 (-9)

37% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 19

Holders
93
Holders Change
-9
Holders Change %
-8.82%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
33
Reduced
29
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$20M -$318K -47,723 -2%
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$15.4M +$15.2M +2,278,240 New
RCM
3
Rivernorth Capital Management
Florida
$13.5M -$87.8K -13,175 -0.7%
PCM
4
Penserra Capital Management
California
$9.8M +$1.1M +165,737 +13%
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$9.55M -$2.78M -417,525 -23%
AIA
6
Absolute Investment Advisers
Florida
$6.71M +$1.76M +263,849 +36%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$5.97M +$1.69M +253,976 +40%
BBPWM
8
Blue Bell Private Wealth Management
Pennsylvania
$5.41M +$275K +41,231 +5%
Invesco
9
Invesco
Georgia
$5.34M +$506K +75,903 +11%
CL
10
CSS LLC
Illinois
$4.77M -$207K -31,062 -4%
Morgan Stanley
11
Morgan Stanley
New York
$4.33M -$280K -42,072 -6%
UBS Group
12
UBS Group
Switzerland
$3.21M +$348K +52,169 +12%
LPL Financial
13
LPL Financial
California
$3.2M +$384K +57,600 +14%
QL
14
Quarry LP
New York
$3.09M +$1.13M +169,652 +59%
FPC
15
Flax Pond Capital
Massachusetts
$2.73M +$66.6K +10,000 +3%
AAM
16
Advisors Asset Management
Colorado
$2.01M -$12.4K -1,858 -0.6%
EFG
17
Ethos Financial Group
Pennsylvania
$1.87M
ACM
18
Adalta Capital Management
New York
$1.62M +$99.2K +14,885 +7%
SC
19
Scotia Capital
Ontario, Canada
$1.47M +$12.4K +1,855 +0.9%
MWM
20
Modern Wealth Management
Kansas
$1.35M +$139K +20,794 +12%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.34M +$188K +28,216 +17%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$1.24M -$5.94K -891 -0.5%
PAS
23
Park Avenue Securities
New York
$1.2M +$66.9K +10,038 +6%
SAM
24
SVRN Asset Management
Texas
$1.2M +$17.4K +2,609 +1%
MGWM
25
Marks Group Wealth Management
Minnesota
$1.16M -$85.6K -12,846 -7%