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Saba Capital Income & Opportunities Fund

BRW
Exchange
NYSE
SEC CIK
0000826020

No open-market purchases or sales by Saba Capital Income & Opportunities Fund insiders were filed in the last 90 days; 96 institutions reported holding it in 13F filings for Q2 2026, worth $129.6M in total; no superinvestor holds it.

13F holders, Q4 2025

Institutional positions in Saba Capital Income & Opportunities Fund as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
102
+9 vs. Q3 2025
Shares held
20.2M
−35.2M (−63.6%) vs. Q3 2025
Total value
$141.6M
+$42.0M (+42.1%) vs. Q3 2025
New holders
23
41 more added
Sold out
14
17 more reduced

Compare with Q3 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting BRW on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2025: 102 institutions
Q1 2021: 1 institutionQ2 2021: 80 institutionsQ3 2021: 80 institutionsQ4 2021: 89 institutionsQ1 2022: 74 institutionsQ2 2022: 64 institutionsQ3 2022: 63 institutionsQ4 2022: 71 institutionsQ1 2023: 66 institutionsQ2 2023: 62 institutionsQ3 2023: 68 institutionsQ4 2023: 76 institutionsQ1 2024: 71 institutionsQ2 2024: 72 institutionsQ3 2024: 70 institutionsQ4 2024: 83 institutionsQ1 2025: 79 institutionsQ2 2025: 80 institutionsQ3 2025: 93 institutionsQ4 2025: 102 institutionsQ1 2026: 93 institutionsQ2 2026: 96 institutions
Value heldQ4 2025: $141.6M
Q1 2021: $0Q2 2021: $309.7MQ3 2021: $170.5MQ4 2021: $177.5MQ1 2022: $167.2MQ2 2022: $149.4MQ3 2022: $139.9MQ4 2022: $134.3MQ1 2023: $140.9MQ2 2023: $126.1MQ3 2023: $118.3MQ4 2023: $120.0MQ1 2024: $98.9MQ2 2024: $72.6MQ3 2024: $99.2MQ4 2024: $100.2MQ1 2025: $94.0MQ2 2025: $96.9MQ3 2025: $99.6MQ4 2025: $141.6MQ1 2026: $143.7MQ2 2026: $129.6M
Institutions holding BRW and their total value by quarter
QuarterHoldersValue
Q2 202696$129.6M
Q1 202693$143.7M
Q4 2025102$141.6M
Q3 202593$99.6M
Q2 202580$96.9M
Q1 202579$94.0M
Q4 202483$100.2M
Q3 202470$99.2M
Q2 202472$72.6M
Q1 202471$98.9M
Q4 202376$120.0M
Q3 202368$118.3M
Q2 202362$126.1M
Q1 202366$140.9M
Q4 202271$134.3M
Q3 202263$139.9M
Q2 202264$149.4M
Q1 202274$167.2M
Q4 202189$177.5M
Q3 202180$170.5M
Q2 202180$309.7M
Q1 20211$0

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Saba Capital Income & Opportunities Fund; share changes are against Q3 2025.

Institutions holding BRW in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Rivernorth Capital Management, LLC2,016,781$14.1M0.67%+1,635,307+428.7%Added
Colony Group, LLC3,008,267$21.1M0.02%+3,008,267New
Kovitz Investment Group Partners, LLC0$00.00%−2,323,938−100.0%Sold out
Alpine Global Management, LLC0$00.00%−197,000−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−97,000−100.0%Sold out
Beacon Pointe Advisors, LLC0$00.00%−91,709−100.0%Sold out
Oak Hill Advisors LP0$00.00%−79,343−100.0%Sold out
Maridea Wealth Management LLC0$00.00%−11,773−100.0%Sold out
Capital Investment Advisors, LLC0$00.00%−10,985−100.0%Sold out
M Wealth Management, LLC0$00.00%−10,000−100.0%Sold out
Creative Financial Designs Inc0$00.00%−9,941−100.0%Sold out
Newbridge Financial Services Group, Inc.0$00.00%−5,767−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−1,920−100.0%Sold out
North Capital, Inc.0$00.00%−1,270−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−622−100.0%Sold out
Advisory Services Network, LLC0$00.00%−150−100.0%Sold out