Saba Capital Income & Opportunities Fund is a publicly traded company on NYSE. As of Q3 2025, 85 institutional investors hold shares in this company, with total holdings valued at $88.9M. Kovitz Investment Group Partners, LLC is the largest holder with a position valued at $18.1M.
Overview of institutional ownership in BRW as of Q3 2025
Institutions with the largest positions in BRW as of Q3 2025
| Institution | Position Value |
|---|---|
Kovitz Investment Group Partners, LLC RIA/Wealth | $18.1M 0.07% of portfolio |
Thomas J. Herzfeld Advisors, Inc. Long Only Manager | $9.1M 3.13% of portfolio |
MORGAN STANLEY RIA/Wealth | $5.7M 0.00% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $5.5M 0.00% of portfolio |
SEVEN MILE ADVISORY RIA/Wealth | $4.7M 0.78% of portfolio |
Invesco Ltd. ETF Provider | $4.2M 0.00% of portfolio |
L LPL Financial LLC Institution | $3.2M 0.00% of portfolio |
RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy | $3.0M 0.18% of portfolio |
Goss Wealth Management LLC RIA/Wealth | $2.4M 0.01% of portfolio |
Advisors Asset Management, Inc. ETF Provider | $2.3M 0.04% of portfolio |
Institutional buying and selling activity for BRW in Q3 2025
| Institution | Net Bought |
|---|---|
Thomas J. Herzfeld Advisors, Inc. Long Only Manager | +$5.7M +728.6K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$5.1M +658.0K shares |
SEVEN MILE ADVISORY RIA/Wealth | +$4.7M +609.6K shares |
A Alpine Partners VI, LLC Institution | +$1.5M +197.0K shares |
Y Yakira Capital Management, Inc. Hedge Fund•Event Driven | +$1.1M +136.8K shares |
BOOTHBAY FUND MANAGEMENT, LLC Fund of Funds | +$753.7K +97.0K shares |
Beacon Pointe Advisors, LLC RIA/Wealth | +$712.6K +91.7K shares |
R READYSTATE ASSET MANAGEMENT LP Hedge Fund•Multi-Strategy | +$694.1K +89.3K shares |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Market Neutral | +$669.5K +86.2K shares |
Adalta Capital Management LLC RIA/Wealth | +$639.5K +82.3K shares |
| Institution | Net Sold |
|---|---|
RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy | −$11.6M −1.5M shares |
Kovitz Investment Group Partners, LLC RIA/Wealth | −$3.3M −423.0K shares |
INVESCO SENIOR SECURED MANAGEMENT INC /ADV Hedge Fund•Distressed | −$3.2M −395.3K shares |
Q Quarry LP Institution | −$1.2M −156.1K shares |
CF Capital LLC Hedge Fund•Sector | −$542.6K −69.8K shares |
Almitas Capital LLC RIA/Wealth | −$449.7K −55.8K shares |
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy | −$289.7K −35.9K shares |
GOLDMAN SACHS GROUP INC Institution | −$265.3K −34.1K shares |
W WETHERBY ASSET MANAGEMENT INC RIA/Wealth | −$202.4K −25.1K shares |
Westchester Capital Management, LLC Hedge Fund•Merger Arb | −$173.6K −22.3K shares |
Institutions that initiated new positions or completely exited BRW in Q3 2025
| Institution | Position Value |
|---|---|
SEVEN MILE ADVISORY RIA/Wealth | $4.7M 609.6K shares |
Beacon Pointe Advisors, LLC RIA/Wealth | $712.6K 91.7K shares |
Maridea Wealth Management LLC RIA/Wealth | $85.6K 11.8K shares |
FINANCIAL CONSULATE, INC RIA/Wealth | $7.8K 1.0K shares |
Sontag Advisory, LLC RIA/Wealth | $4.8K 622.0 shares |
E ESL Trust Services, LLC Institution | $3.9K 501.0 shares |
HIGHLINE WEALTH PARTNERS LLC RIA/Wealth | $2.7K 350.0 shares |
H HRT FINANCIAL LLC Institution | - - shares |
V Virtu Financial LLC Institution | - - shares |
| Institution | Previous Position |
|---|---|
INVESCO SENIOR SECURED MANAGEMENT INC /ADV Hedge Fund•Distressed | $3.2M 395.3K shares |
Almitas Capital LLC RIA/Wealth | $449.7K 55.8K shares |
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy | $289.7K 35.9K shares |
W WETHERBY ASSET MANAGEMENT INC RIA/Wealth | $202.4K 25.1K shares |
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | $156.1K 19.4K shares |
JPMORGAN CHASE & CO Institution | $129.0K 16.0K shares |
G GAMCO INVESTORS, INC. ET AL Institution | $84.6K 10.5K shares |
Investors Research Corp RIA/Wealth | $3.1K 387.0 shares |
H HRT FINANCIAL LLC Institution | - 18.9K shares |
V Virtu Financial LLC Institution | - 12.5K shares |
Institutions with the largest Call and Put options positions in BRW as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with BRW as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Thomas J. Herzfeld Advisors, Inc. Long Only Manager | 3.13% $9.1M |
SEVEN MILE ADVISORY RIA/Wealth | 0.78% $4.7M |
Adalta Capital Management LLC RIA/Wealth | 0.63% $1.4M |
CF Capital LLC Hedge Fund•Sector | 0.54% $854.7K |
Y Yakira Capital Management, Inc. Hedge Fund•Event Driven | 0.44% $1.1M |
A Alpine Partners VI, LLC Institution | 0.36% $1.5M |
ABSOLUTE INVESTMENT ADVISERS LLC Hedge Fund•Multi-Strategy | 0.35% $260.1K |
PEAK FINANCIAL ADVISORS LLC RIA/Wealth | 0.24% $495.0K |
Next Capital Management LLC RIA/Wealth | 0.23% $691.0K |
Q Quarry LP Institution | 0.23% $849.1K |
Discover hedge funds investing in BRW
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Unknown Unknown | $17.0M | 6.97% | |
Unknown Unknown | $12.8M | 5.28% | |
Industrial - Machinery Industrials | $10.8M | 4.46% |
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