SABA CAPITAL INCOME & OPPORT (BRW) Institutional Ownership Changes & 13F Activity
SABA CAPITAL INCOME & OPPORT (BRW). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Focus Partners Wealth, Rivernorth Capital Management, Llc, Thomas J. Herzfeld Advisors, Inc., Seven Mile Advisory, and Css Llc/Il.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | Sell | -298,546 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Flax Pond Capital, Llc | Buy | +395,786 | — | 395,786 | $2.77M | Q4 2025 | Mar 09, 2026 |
| Virtu Financial Llc | Buy | +24,860 | — | 24,860 | $174.00K | Q4 2025 | Feb 23, 2026 |
| Wealth Preservation Advisors, Llc | Buy | +2,000 | — | 2,000 | $14.02K | Q4 2025 | Feb 23, 2026 |
| Corient Private Wealth Llc | Buy | +17,204 | — | 17,204 | $120.60K | Q4 2025 | Feb 19, 2026 |
| Newedge Advisors, Llc | Buy | +216,685 | — | 216,685 | $1.52M | Q4 2025 | Feb 18, 2026 |
| Raymond James Financial Inc | Buy | +104,008 | — | 104,008 | $729.10K | Q4 2025 | Feb 18, 2026 |
| Rivernorth Capital Management, Llc | Buy | +2,016,781 | — | 2,016,781 | $14.14M | Q4 2025 | Feb 17, 2026 |
| Css Llc/Il | Buy | +739,304 | — | 739,304 | $5.18M | Q4 2025 | Feb 17, 2026 |
| Adalta Capital Management Llc | Buy | +225,787 | — | 225,787 | $1.58M | Q4 2025 | Feb 17, 2026 |
| Modern Wealth Management, Llc | Buy | +180,483 | — | 180,483 | $1.27M | Q4 2025 | Feb 17, 2026 |
| Logan Stone Capital, Llc | Buy | +176,138 | — | 176,138 | $1.23M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +170,770 | — | 170,770 | $1.20M | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +96,795 | — | 96,795 | $678.53K | Q4 2025 | Feb 17, 2026 |
| Alpine Global Management, Llc | Buy | +77,266 | — | 77,266 | $541.63K | Q4 2025 | Feb 17, 2026 |
| Readystate Asset Management Lp | Buy | +73,688 | — | 73,688 | $516.55K | Q4 2025 | Feb 17, 2026 |
| Iht Wealth Management, Llc | Buy | +55,323 | — | 55,323 | $387.82K | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +42,913 | — | 42,913 | $300.82K | Q4 2025 | Feb 17, 2026 |
| Citadel Advisors Llc | Buy | +23,728 | — | 23,728 | $166.33K | Q4 2025 | Feb 17, 2026 |
| Decision Investments, Inc | Buy | +15,700 | — | 15,700 | $110.06K | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +15,319 | — | 15,319 | $108.00K | Q4 2025 | Feb 17, 2026 |
| Captrust Financial Advisors | Buy | +15,183 | — | 15,183 | $106.43K | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +13,860 | — | 13,860 | $97.16K | Q4 2025 | Feb 17, 2026 |
| Two Sigma Securities, Llc | Buy | +11,178 | — | 11,178 | $78.36K | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | Buy | +2,181 | — | 2,181 | $15.29K | Q4 2025 | Feb 17, 2026 |
| Consultiva Wealth Management, Corp. | Buy | +1,350 | — | 1,350 | $9.46K | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | Buy | +3,008,267 | — | 3,008,267 | $21.09M | Q4 2025 | Feb 13, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | Buy | +1,834,714 | — | 1,834,714 | $12.86M | Q4 2025 | Feb 13, 2026 |
| Seven Mile Advisory | Buy | +816,075 | — | 816,075 | $5.72M | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +684,249 | — | 684,249 | $4.80M | Q4 2025 | Feb 13, 2026 |
Frequently asked questions about BRW activity
Which institutional owners are buying BRW?
Institutional owners buying BRW include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in BRW activity?
"Buy" means an investor increased their reported position in BRW compared to the prior reporting period. This reflects growing exposure to SABA CAPITAL INCOME & OPPORT (BRW) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BRW increasing?
Institutional interest in BRW can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related BRW Institutional Insights
- BRW Overview
- BRW 13F Institutional Holders
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- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
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- BRW Insider Trading & SEC Form 4 Activity
- BRW Articles
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