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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Advisors Asset Management, Inc.Sell-298,546-100.0%0$0.00Q4 2025Aug 26, 2026
Flax Pond Capital, LlcBuy+395,786—395,786$2.77MQ4 2025Mar 09, 2026
Virtu Financial LlcBuy+24,860—24,860$174.00KQ4 2025Feb 23, 2026
Wealth Preservation Advisors, LlcBuy+2,000—2,000$14.02KQ4 2025Feb 23, 2026
Corient Private Wealth LlcBuy+17,204—17,204$120.60KQ4 2025Feb 19, 2026
Newedge Advisors, LlcBuy+216,685—216,685$1.52MQ4 2025Feb 18, 2026
Raymond James Financial IncBuy+104,008—104,008$729.10KQ4 2025Feb 18, 2026
Rivernorth Capital Management, LlcBuy+2,016,781—2,016,781$14.14MQ4 2025Feb 17, 2026
Css Llc/IlBuy+739,304—739,304$5.18MQ4 2025Feb 17, 2026
Adalta Capital Management LlcBuy+225,787—225,787$1.58MQ4 2025Feb 17, 2026
Modern Wealth Management, LlcBuy+180,483—180,483$1.27MQ4 2025Feb 17, 2026
Logan Stone Capital, LlcBuy+176,138—176,138$1.23MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+170,770—170,770$1.20MQ4 2025Feb 17, 2026
Bank Of America CorpBuy+96,795—96,795$678.53KQ4 2025Feb 17, 2026
Alpine Global Management, LlcBuy+77,266—77,266$541.63KQ4 2025Feb 17, 2026
Readystate Asset Management LpBuy+73,688—73,688$516.55KQ4 2025Feb 17, 2026
Iht Wealth Management, LlcBuy+55,323—55,323$387.82KQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+42,913—42,913$300.82KQ4 2025Feb 17, 2026
Citadel Advisors LlcBuy+23,728—23,728$166.33KQ4 2025Feb 17, 2026
Decision Investments, IncBuy+15,700—15,700$110.06KQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+15,319—15,319$108.00KQ4 2025Feb 17, 2026
Captrust Financial AdvisorsBuy+15,183—15,183$106.43KQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+13,860—13,860$97.16KQ4 2025Feb 17, 2026
Two Sigma Securities, LlcBuy+11,178—11,178$78.36KQ4 2025Feb 17, 2026
Rockefeller Capital Management L.P.Buy+2,181—2,181$15.29KQ4 2025Feb 17, 2026
Consultiva Wealth Management, Corp.Buy+1,350—1,350$9.46KQ4 2025Feb 17, 2026
Focus Partners WealthBuy+3,008,267—3,008,267$21.09MQ4 2025Feb 13, 2026
Thomas J. Herzfeld Advisors, Inc.Buy+1,834,714—1,834,714$12.86MQ4 2025Feb 13, 2026
Seven Mile AdvisoryBuy+816,075—816,075$5.72MQ4 2025Feb 13, 2026
Morgan StanleyBuy+684,249—684,249$4.80MQ4 2025Feb 13, 2026
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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.