Who Owns Saba Capital Income & Opportunities Fund (BRW)?Hedge Fund & Institutional Holders

$6.47-0.00 (-0.03%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.1000000141370002e+294T

% of Float Held

—

QoQ Change in Holders

+7 / -6

Price History

$6.38$6.90$7.42$7.94$8.46Aug 24Jun 25Mar 26

BRW — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Focus Partners WealthNew Position+3.0M+$21.0B
RIVERNORTH CAPITAL MANAGEMENT, LLCIncreased+1.6M+$11.2B
ABSOLUTE INVESTMENT ADVISERS, LLCNew Position+732K+$5.1B
CSS LLC/ILIncreased+624K+$4.3B
Thomas J. Herzfeld Advisors, Inc.Increased+660K+$3.7B
UBS Group AGIncreased+369K+$2.5B
Ethos Financial Group, LLCNew Position+266K+$1.9B
J.W. COLE ADVISORS, INC.New Position+215K+$1.5B
Shaker Financial Services, LLCNew Position+182K+$1.3B
Logan Stone Capital, LLCNew Position+176K+$1.2B
Quarry LPIncreased+180K+$1.2B
SEVEN MILE ADVISORYIncreased+206K+$983.2M
Invesco Ltd.Increased+177K+$827.8M
Next Capital Management LLCNew Position+89K+$623.0M
OSAIC HOLDINGS, INC.Increased+123K+$613.1M

BRW — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Kovitz Investment Group Partners, LLCClosed Position-2.3M-$18.1B
NewEdge Advisors, LLCDecreased-93K-$2.4B
STIFEL FINANCIAL CORPDecreased-85K-$910.5M
BOOTHBAY FUND MANAGEMENT, LLCClosed Position-97K-$753.7M
Beacon Pointe Advisors, LLCClosed Position-92K-$712.6M
Cetera Investment AdvisersDecreased-1K-$341.5M
Parallel Advisors, LLCDecreased-17K-$187.4M
Yakira Capital Management, Inc.Decreased-8K-$156.9M
CAPTRUST FINANCIAL ADVISORSDecreased-2K-$133.3M
Maridea Wealth Management LLCClosed Position-12K-$85.6M
M&T BANK CORPDecreased-17K-$83.9M
CREATIVE FINANCIAL DESIGNS INC /ADVClosed Position-10K-$77.2M
MAI Capital ManagementDecreased-5K-$70.5M
Newbridge Financial Services Group, Inc.Closed Position-6K-$44.8M
Rockefeller Capital Management L.P.Decreased-400-$20.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Focus Partners Wealth3,008,267$21.0B0.02%Share
2RIVERNORTH CAPITAL MANAGEMENT, LLC2,016,781$14.1B0.67%Share
3Thomas J. Herzfeld Advisors, Inc.1,834,714$12.9B4.35%Share
4SEVEN MILE ADVISORY816,075$5.7B0.98%Share
5CSS LLC/IL739,304$5.2B0.23%Share
6ABSOLUTE INVESTMENT ADVISERS, LLC732,116$5.1B0.59%Share
7Invesco Ltd.716,996$5.0B0.00%Share
8UBS Group AG415,718$2.9B0.00%Share
9Quarry LP289,225$2.0B0.32%Share
10Advisors Asset Management, Inc.300,682$2.0B0.03%Share
11Ethos Financial Group, LLC266,401$1.9B0.14%Share
12Adalta Capital Management LLC223,521$1.6B0.70%Share
13J.W. COLE ADVISORS, INC.214,852$1.5B0.04%Share
14Shaker Financial Services, LLC181,599$1.3B0.40%Share
15Modern Wealth Management, LLC180,483$1.3B0.02%Share
16Logan Stone Capital, LLC176,138$1.2B0.30%Share
17SCOTIA CAPITAL INC.215,519$1.0B0.00%Share
18OSAIC HOLDINGS, INC.170,770$1.0B0.00%Share
19Baird Financial Group, Inc.185,004$1.0B0.00%Share
20Yakira Capital Management, Inc.129,276$906.0M0.30%Share
21Next Capital Management LLC88,927$623.0M0.20%Share
22PEAK FINANCIAL ADVISORS LLC84,683$593.0M0.27%Share
23NINE MASTS CAPITAL Ltd54,542$382.0M0.07%Share
24TrueMark Investments, LLC53,036$371.0M0.07%Share
25LANDSCAPE CAPITAL MANAGEMENT, L.L.C.46,077$323.0M0.02%Share
26FLAGSHIP HARBOR ADVISORS, LLC41,750$292.0M0.01%Share
27Matisse Capital41,493$290.0M0.13%Share
28INTEGRATED CAPITAL MANAGEMENT, INC.39,528$277.0M0.18%Share
29KELLEHER FINANCIAL ADVISORS27,251$224.0M0.05%Share
30LANDSCAPE CAPITAL MANAGEMENT, L.L.C.25,648$179.0M0.01%Share
31Matisse Capital23,840$167.0M0.07%Share
32Gridiron Partners, LLC23,441$164.0M0.09%Share
33Tactive Advisors, LLC22,527$157.0M0.05%Share
34LANDSCAPE CAPITAL MANAGEMENT, L.L.C.16,838$118.0M0.01%Share
35Westchester Capital Management, LLC14,715$103.0M0.00%Share
36COMERICA BANK14,523$101.0M0.00%Share
37GAMCO INVESTORS, INC. ET AL14,000$98.0M0.00%Share
38Sage Capital Management, LLC13,500$94.0M0.04%Share
39MANCHESTER FINANCIAL INC12,004$84.0M0.02%Share
40Grove Street Fiduciary, LLC11,532$80.0M0.03%Share
41UBS Group AG8,003$56.0M0.00%Share
42M&T BANK CORP700$56.0M0.00%Share
43Westchester Capital Management, LLC7,629$53.0M0.00%Share
44Adalta Capital Management LLC2,266$15.0M0.01%Share
45Wealth Preservation Advisors, LLC2,000$14.0M0.01%Share
46Kilter Group LLC1,715$12.0M0.01%Share
47Penserra Capital Management LLC1,289,104$9.0M0.11%Share
48Spire Wealth Management1,000$7.0M0.00%Share
49BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC760,779$5.3M0.78%Share
50ENVESTNET ASSET MANAGEMENT INC631,818$4.0M0.00%Share

BRW Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025103$93.6B+36
Q3 202567$63.4B-1
Q2 202568$79.1B-10
Q1 202578$89.5B-2
Q4 202480$293.4B+28
Q3 202452$1.5T-7
Q2 202459$1.6T-37
Q1 202496$104.6T—

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As of Q4 2025, 50 institutional investors hold BRW (Saba Capital Income & Opportunities Fund). The largest holder is Focus Partners Wealth with $21.0B in shares. This quarter, 7 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own BRW?

As of Q4 2025, 50 institutional investors report holding BRW (Saba Capital Income & Opportunities Fund) in their 13F filings.

Who is the largest institutional holder of BRW?

The largest institutional holder of BRW is Focus Partners Wealth with $21.0B in shares.

Is institutional ownership of BRW increasing or decreasing?

This quarter, 7 institutions opened new positions in BRW and 6 closed their positions.