Saba Capital Income & OpportBRW
13F holders, Q2 2025 (June 30)80holders +1
8new positions
8sold out
2famous investors
$8.06avg. 13F price*
At the end of Q2 2025, 80 institutions reported holding Saba Capital Income & Opport (BRW) in their 13F filings, up 1 from Q1 2025. 8 opened new positions and 8 sold out. The largest holders were NorthCoast Asset Management LLC ($22.1M), Rivernorth Capital Management, LLC ($15.1M) and Morgan Stanley ($5.9M). 2 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Saba Capital Income & Opport
- CUSIP
- 78518H202
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $5.5M |
| Exits | 8 | $1.6M |
All 13F filers, Q1 2025 → Q2 2025: 1,206,972 shares bought and 1,251,542 shares sold, net −44,570 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 80 holders
| NorthCoast Asset Management LLC | 0.09% | Reduce -0.4% | 2,746,958 | $22.1M |
| Rivernorth Capital Management, LLC | 0.84% | Reduce -22.0% | 1,875,203 | $15.1M |
| Morgan Stanley | 0.00% | Reduce -0.6% | 733,954 | $5.9M |
| Absolute Investment Advisers, LLC | 0.68% | Add +11.6% | 685,417 | $5.5M |
| Invesco Ltd. | 0.00% | Reduce -9.0% | 559,740 | $4.5M |
| Thomas J. Herzfeld Advisors, Inc. | 1.28% | New | 446,455 | $3.6M |
| LPL Financial LLC | 0.00% | Add +8.1% | 406,845 | $3.3M |
| Invesco Senior Secured Management Inc. | 4.48% | No change | 395,337 | $3.2M |
| Advisors Asset Management, Inc. | 0.05% | Add +43.1% | 317,129 | $2.6M |
| NewEdge Advisors, LLC | 0.01% | Add +16.7% | 282,185 | $2.3M |
| Ethos Financial Group, LLC | 0.19% | Reduce -12.2% | 269,718 | $2.2M |
| Quarry LP | 0.52% | Add +10.8% | 265,396 | $2.1M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +6.2% | 199,515 | $1.6M |
| Marks Group Wealth Management, Inc | 0.14% | No change | 185,636 | $1.5M |
| North Ground Capital | 1.85% | Reduce -18.3% | 179,828 | $1.5M |
| Modern Wealth Management, LLC | 0.03% | Add +418.3% | 159,255 | $1.3M |
| Chicago Partners Investment Group LLC | 0.03% | Reduce -10.3% | 143,845 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Add +1.1% | 148,026 | $1.2M |
| Scotia Capital Inc. | 0.01% | Reduce -24.2% | 139,859 | $1.1M |
| CSS LLC | 0.20% | Reduce -39.9% | 134,113 | $1.1M |
| Bank of America Corp. | 0.00% | Reduce -12.5% | 109,860 | $885K |
| Next Capital Management LLC | 0.30% | New | 99,725 | $804K |
| Raymond James Financial Inc. | 0.00% | Add +16.3% | 98,579 | $795K |
| Adalta Capital Management LLC | 0.39% | Add +35.4% | 95,200 | $767K |
| Shaker Financial Services, LLC | 0.24% | Reduce -57.5% | 82,220 | $663K |
| Oak Hill Advisors LP | 0.16% | Reduce -12.7% | 79,343 | $640K |
| Stifel Financial Corp. | 0.00% | Add +5.6% | 79,009 | $637K |
| Goldman Sachs Group Inc. | 0.00% | Add +3.4% | 67,494 | $544K |
| Cetera Investment Advisers | 0.00% | Add +7.3% | 63,974 | $516K |
| Peak Financial Advisors LLC | 0.26% | Add +1.8% | 63,431 | $511K |
| Wedbush Securities Inc. | 0.02% | Reduce -12.5% | 56,299 | $454K |
| Almitas Capital LLC | 0.11% | New | 55,799 | $450K |
| Envestnet Asset Management Inc. | 0.00% | Add +8.3% | 52,238 | $421K |
| UBS Group AG | 0.00% | Add +214.5% | 51,020 | $411K |
| Cerity Partners LLC | 0.00% | Add +3.3% | 47,562 | $383K |
| Westchester Capital Management, LLC | 0.02% | No change | 44,689 | $360K |
| SeaCrest Wealth Management, LLC | 0.04% | Reduce -4.8% | 43,607 | $351K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 42,890 | $346K |
| Choreo, LLC | 0.00% | New | 37,438 | $302K |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.8% | 36,553 | $295K |
| Millennium Management | 0.00% | Reduce -46.4% | 35,941 | $290K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.3% | 27,211 | $219K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | — | 25,107 | $202K |
| Jane Street Group, LLC | 0.00% | New | 24,794 | $200K |
| Gridiron Partners, LLC | 0.11% | No change | 22,580 | $182K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +3.1% | 19,362 | $156K |
| Parallel Advisors, LLC | 0.00% | Add +182.4% | 19,297 | $156K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +28.1% | 19,198 | $155K |
| HRT Financial LP | 0.00% | Add +43.2% | 18,909 | $152K |
| M&T Bank Corp | 0.00% | No change | 18,000 | $145K |
| Captrust Financial Advisors | 0.00% | Add +21.5% | 16,712 | $135K |
| JPMorgan Chase & Co. | 0.00% | No change | 16,008 | $129K |
| Corient Private Wealth LP | 0.00% | Add +2.5% | 14,693 | $118K |
| Susquehanna International Group, LLP | 0.00% | No change | 13,860 | $112K |
| Sage Capital Management, LLC | 0.05% | No change | 13,500 | $109K |
| Virtu Financial LLC | 0.01% | New | 12,513 | $101K |
| Grove Street Fiduciary, LLC | 0.04% | No change | 11,532 | $93K |
| Capital Investment Advisors, LLC | 0.00% | No change | 10,965 | $88K |
| Royal Bank of Canada | 0.00% | Reduce -0.0% | 10,890 | $88K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.6% | 10,546 | $85K |
| GAMCO Investors | 0.00% | No change | 10,500 | $85K |
| Creative Financial Designs Inc. | 0.01% | Add +0.8% | 10,427 | $84K |
| M Wealth Management, LLC | 0.07% | Reduce -42.0% | 10,000 | $81K |
| MAI Capital Management | 0.00% | Reduce -17.4% | 9,567 | $77K |
| Comerica Bank | 0.00% | Reduce -48.5% | 7,971 | $64K |
| NFSG Corp | 0.01% | New | 5,767 | $46K |
| Winmill & Co. Inc. | 0.01% | No change | 3,600 | $29K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,000 | $24K |
| Wealth Preservation Advisors, LLC | 0.01% | No change | 2,000 | $16K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,920 | $15K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 1,622 | $13K |
| Consultiva Wealth Management, Corp. | 0.03% | No change | 1,350 | $11K |
| North Capital, Inc. | 0.01% | No change | 1,269 | $10K |
| Spire Wealth Management | 0.00% | No change | 1,000 | $8K |
| Kentucky Trust Co | 0.00% | No change | 500 | $4K |
| Bellevue Asset Management, LLC | 0.00% | No change | 420 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 400 | $3K |
| Investors Research Corp | 0.00% | No change | 387 | $3K |
| Global Retirement Partners, LLC | 0.00% | — | 187 | $2K |
| Wells Fargo & Company | 0.00% | Reduce -100.0% | 1 | $8 |
"% of holder's portfolio" is BRW's weight in each manager's 13F, not the share of Saba Capital Income & Opport the manager owns.