BWG

BrandywineGLOBAL Global Income Opportunities Fund
BWG

Overview Fund Activity

44 hedge funds and large institutions have $59.7M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
15
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$3.21M
2
WAM
2
Wolverine Asset Management
Illinois
$399K
3
Bank of America
3
Bank of America
North Carolina
$3.54M
4
RC
4
Rareview Capital
Nevada
$216K
5
Wells Fargo
5
Wells Fargo
California
$4.34M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$16.4M
2
GC
2
Guggenheim Capital
Illinois
$2.38M
3
LPL Financial
3
LPL Financial
California
$1.24M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$616K
5
UBS Group
5
UBS Group
Switzerland
$325K
Name Market Value Shares Shares
Change 		Shares
Change %
LNWWM
26
Laird Norton Wetherby Wealth Management
California
$175K 21,077 +21,077 New
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$161K 19,428 -1,197 -6%
LSC
28
Logan Stone Capital
Illinois
$160K 19,208 +19,208 New
LCM
29
Landscape Capital Management
New Jersey
$151K 18,156 +18,156 New
OC
30
Oppenheimer & Co
New York
$119K 14,266 +663 +5%
XT
31
XTX Topco
Cayman Islands
$111K 13,340 +13,340 New
HighTower Advisors
32
HighTower Advisors
Illinois
$110K 13,269 -37 -0.3%
Cerity Partners
33
Cerity Partners
New York
$105K 12,626 +12,626 New
Osaic Holdings
34
Osaic Holdings
Arizona
$92.3K 11,484 -4,635 -29%
SPIA
35
Steward Partners Investment Advisory
New York
$41.6K 5,000 -1,452 -23%
GWM
36
Geneos Wealth Management
Colorado
$30.7K 3,691 +3,169 +607%
Comerica Bank
37
Comerica Bank
Texas
$27.9K 3,358 +886 +36%
WA
38
WPG Advisers
Maryland
$13K 1,565 -291 -16%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$6.85K 824 – –
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$6K 671 – –
PTC
41
Private Trust Company
Ohio
$5.84K 703 – –
LFG
42
Larson Financial Group
Missouri
$5.53K 665 – –
FIA
43
FNY Investment Advisers
New York
$3K 400 – –
BBPWM
44
Blue Bell Private Wealth Management
Pennsylvania
$831 100 +100 New
EC
45
Elequin Capital
New York
– – -4,231 Closed
FP
46
Financial Perspectives
Minnesota
– – -1,147 Closed
CW
47
Curio Wealth
Maryland
– – -1 Closed
1
2