Saba Capital Income & OpportBRW
13F holders, Q4 2025 (December 31)102holders +9
19new positions
14sold out
2famous investors
$7.01avg. 13F price*
At the end of Q4 2025, 102 institutions reported holding Saba Capital Income & Opport (BRW) in their 13F filings, up 9 from Q3 2025. 19 opened new positions and 14 sold out. The largest holders were Focus Partners Wealth ($21.1M), Rivernorth Capital Management, LLC ($14.1M) and Thomas J. Herzfeld Advisors, Inc. ($12.9M). 2 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Saba Capital Income & Opport
- CUSIP
- 78518H202
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $26.2M |
| Exits | 14 | $22.1M |
All 13F filers, Q3 2025 → Q4 2025: 9,993,417 shares bought and 45,836,636 shares sold, net −35,843,219 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 102 holders
| Focus Partners Wealth | 0.02% | New | 3,008,267 | $21.1M |
| Rivernorth Capital Management, LLC | 0.67% | Add +428.7% | 2,016,781 | $14.1M |
| Thomas J. Herzfeld Advisors, Inc. | 4.35% | Add +56.1% | 1,834,714 | $12.9M |
| Penserra Capital Management LLC | 0.11% | Add +10.2% | 1,289,104 | $9.0M |
| Seven Mile Advisory | 1.00% | Add +33.9% | 816,075 | $5.7M |
| Blue Bell Private Wealth Management, LLC | 0.78% | Add +1520.6% | 760,779 | $5.3M |
| CSS LLC | 0.87% | Add +542.7% | 739,304 | $5.2M |
| Absolute Investment Advisers, LLC | 0.59% | Add +2087.4% | 732,116 | $5.1M |
| Invesco Ltd. | 0.00% | Add +32.7% | 716,996 | $5.0M |
| Morgan Stanley | 0.00% | Reduce -6.4% | 684,249 | $4.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.1% | 631,818 | $4.4M |
| UBS Group AG | 0.00% | Add +671.6% | 423,721 | $3.0M |
| LPL Financial LLC | 0.00% | Add +0.7% | 417,759 | $2.9M |
| Flax Pond Capital, LLC | 2.06% | — | 395,786 | $2.8M |
| Advisors Asset Management, Inc. | 0.04% | Add +0.7% | 300,682 | $2.1M |
| Quarry LP | 0.35% | Add +164.7% | 289,225 | $2.0M |
| Ethos Financial Group, LLC | 0.14% | Reduce -5.9% | 266,401 | $1.9M |
| Adalta Capital Management LLC | 0.71% | Add +27.2% | 225,787 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Reduce -30.1% | 216,685 | $1.5M |
| Scotia Capital Inc. | 0.01% | Add +82.2% | 215,519 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -1.0% | 214,852 | $1.5M |
| Marks Group Wealth Management, Inc | 0.12% | No change | 185,636 | $1.3M |
| Baird Financial Group, Inc. | 0.00% | Add +24.1% | 185,004 | $1.3M |
| Shaker Financial Services, LLC | 0.40% | Add +199.8% | 181,599 | $1.3M |
| Modern Wealth Management, LLC | 0.02% | Add +11.8% | 180,483 | $1.3M |
| Logan Stone Capital, LLC | 0.30% | New | 176,138 | $1.2M |
| SVRN Asset Management, LLC | 1.02% | — | 175,886 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +254.8% | 170,770 | $1.2M |
| Park Avenue Securities LLC | 0.01% | New | 168,654 | $1.2M |
| North Ground Capital | 0.57% | Add +48.3% | 163,114 | $1.1M |
| Noble Wealth Management PBC | 0.53% | Add +62.3% | 151,704 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +300.5% | 143,492 | $1.0M |
| Choreo, LLC | 0.01% | Add +44.3% | 137,489 | $972K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -6.5% | 136,337 | $938K |
| Yakira Capital Management, Inc. | 0.31% | Reduce -5.5% | 129,276 | $906K |
| Cohen & Steers, Inc. | 0.00% | Add +633.3% | 110,000 | $771K |
| Raymond James Financial Inc. | 0.00% | Add +0.4% | 104,008 | $729K |
| Bank of America Corp. | 0.00% | Add +4.5% | 96,795 | $679K |
| Next Capital Management LLC | 0.20% | No change | 88,927 | $623K |
| Landscape Capital Management, L.L.C. | 0.04% | Add +2.8% | 88,563 | $621K |
| Peak Financial Advisors LLC | 0.27% | Add +32.9% | 84,683 | $594K |
| Readystate Asset Management LP | 0.04% | Reduce -17.5% | 73,688 | $517K |
| Matisse Capital | 0.21% | New | 65,333 | $458K |
| IHT Wealth Management, LLC | 0.01% | Add +62.1% | 55,323 | $388K |
| NINE MASTS CAPITAL Ltd | 0.09% | New | 54,542 | $382K |
| Wedbush Securities Inc. | 0.01% | Reduce -6.7% | 53,699 | $376K |
| TrueMark Investments, LLC | 0.07% | New | 53,036 | $372K |
| Cerity Partners LLC | 0.00% | Add +2.3% | 50,204 | $352K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +1.7% | 46,548 | $327K |
| Cetera Investment Advisers | 0.00% | Reduce -2.4% | 42,913 | $301K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +17.4% | 41,750 | $293K |
| Integrated Capital Management, Inc. | 0.18% | New | 39,528 | $277K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 34,327 | $241K |
| Goldman Sachs Group Inc. | 0.00% | Add +1.8% | 33,957 | $238K |
| HighTower Advisors, LLC | 0.00% | New | 33,385 | $234K |
| Stifel Financial Corp. | 0.00% | Reduce -72.7% | 31,963 | $224K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.5% | 30,265 | $212K |
| Virtu Financial LLC | 0.01% | New | 24,860 | $174K |
| Citadel Advisors | 0.00% | New | 23,728 | $166K |
| Gridiron Partners, LLC | 0.09% | Reduce -100.0% | 23,441 | $164K |
| Tactive Advisors, LLC | 0.05% | New | 22,527 | $158K |
| Westchester Capital Management, LLC | 0.01% | No change | 22,344 | $157K |
| M&T Bank Corp | 0.00% | No change | 18,000 | $126K |
| Apollon Wealth Management, LLC | 0.00% | Add +1.7% | 17,805 | $125K |
| Corient Private Wealth LP | 0.00% | Add +14.1% | 17,204 | $121K |
| Decision Investments, Inc. | 0.12% | — | 15,700 | $110K |
| MML Investors Services, LLC | 0.00% | New | 15,421 | $108K |
| Royal Bank of Canada | 0.00% | Add +4.2% | 15,319 | $108K |
| Captrust Financial Advisors | 0.00% | Reduce -11.5% | 15,183 | $106K |
| Comerica Bank | 0.00% | Add +82.2% | 14,523 | $102K |
| Closed-End Fund Advisors, Inc. | 0.06% | — | 14,310 | $100K |
| GAMCO Investors | 0.00% | New | 14,000 | $98K |
| Susquehanna International Group, LLP | 0.00% | No change | 13,860 | $97K |
| Sage Capital Management, LLC | 0.04% | No change | 13,500 | $95K |
| Manchester Financial Inc. | 0.02% | New | 12,004 | $84K |
| Grove Street Fiduciary, LLC | 0.03% | No change | 11,532 | $81K |
| Two Sigma Securities, LLC | 0.01% | New | 11,178 | $78K |
| JPMorgan Chase & Co. | 0.00% | New | 10,991 | $77K |
| Perennial Advisors, LLC | 0.01% | Add +3.6% | 10,387 | $73K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -32.8% | 6,964 | $49K |
| Parallel Advisors, LLC | 0.00% | Reduce -71.7% | 6,834 | $48K |
| MAI Capital Management | 0.00% | Reduce -49.9% | 4,543 | $32K |
| Winmill & Co. Inc. | 0.01% | Add +2.8% | 3,700 | $26K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,000 | $21K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -15.5% | 2,181 | $15K |
| Wealth Preservation Advisors, LLC | 0.01% | No change | 2,000 | $14K |
| Kilter Group LLC | 0.01% | New | 1,715 | $12K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 1,622 | $11K |
| Consultiva Wealth Management, Corp. | 0.03% | No change | 1,350 | $9K |
| Cwm, LLC | 0.00% | Add +36.1% | 1,161 | $8K |
| Financial Consulate, Inc. | 0.00% | No change | 1,000 | $7K |
| Spire Wealth Management | 0.00% | No change | 1,000 | $7K |
| Farther Finance Advisors, LLC | 0.00% | No change | 600 | $4K |
| Harbour Investments, Inc. | 0.00% | New | 573 | $4K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +33.3% | 533 | $4K |
| ESL Trust Services, LLC | 0.00% | No change | 501 | $4K |
| Kentucky Trust Co | 0.00% | No change | 500 | $4K |
| Bellevue Asset Management, LLC | 0.00% | No change | 420 | $3K |
| Highline Wealth Partners LLC | 0.00% | No change | 350 | $2K |
| Global Retirement Partners, LLC | 0.00% | No change | 187 | $1K |
"% of holder's portfolio" is BRW's weight in each manager's 13F, not the share of Saba Capital Income & Opport the manager owns.