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BWG

BrandywineGLOBAL Global Income Opportunities Fund

45 hedge funds and large institutions have $59.8M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

13% more funds holding

Funds holding: 4045 (+5)

1.33% more ownership

Funds ownership: 41.47%42.8% (+1.3%)

3% more capital invested

Capital invested by funds: $58.3M → $59.8M (+$1.46M)

Holders
45
Holders Change
+5
Holders Change %
+12.5%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
16
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
26
Laird Norton Wetherby Wealth Management
California
$175K +$170K +21,077 New
Osaic Holdings
27
Osaic Holdings
Arizona
$163K +$27.7K +3,442 +21%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$161K -$9.64K -1,197 -6%
LSC
29
Logan Stone Capital
Illinois
$160K +$155K +19,208 New
LCM
30
Landscape Capital Management
New Jersey
$151K +$146K +18,156 New
OC
31
Oppenheimer & Co
New York
$119K +$5.34K +663 +5%
XT
32
XTX Topco
Cayman Islands
$111K +$107K +13,340 New
HighTower Advisors
33
HighTower Advisors
Illinois
$110K -$298 -37 -0.3%
Cerity Partners
34
Cerity Partners
New York
$105K +$102K +12,626 New
SPIA
35
Steward Partners Investment Advisory
New York
$41.5K -$11.7K -1,452 -23%
GWM
36
Geneos Wealth Management
Colorado
$30.7K +$25.5K +3,169 +607%
Comerica Bank
37
Comerica Bank
Texas
$27.9K +$7.13K +886 +36%
WA
38
WPG Advisers
Maryland
$13K -$2.34K -291 -16%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$6.85K
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$6K
PTC
41
Private Trust Company
Ohio
$5.84K
LFG
42
Larson Financial Group
Missouri
$5.53K
MWA
43
Medallion Wealth Advisors
Connecticut
$3.34K +$3.22K +400 New
FIA
44
FNY Investment Advisers
New York
$3K
BBPWM
45
Blue Bell Private Wealth Management
Pennsylvania
$831 +$805 +100 New
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
-$129K -15,410 Closed
EC
47
Elequin Capital
New York
-$35.3K -4,231 Closed
FP
48
Financial Perspectives
Minnesota
-$9.58K -1,147 Closed
CW
49
Curio Wealth
Maryland
-$4.75K -1 Closed

BWG Hedge Fund Activity: Q2 2025 in Review

45 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) for Q2 2025, worth a combined $59.8M — up 2.5% from $58.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BWG positions and 4 closed out — a net gain of 5 holders — while 16 added to existing stakes and 13 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $1.08M. The largest seller was Morgan Stanley, cutting an estimated $866K.

  • 45 institutional investors held BrandywineGLOBAL Global Income Opportunities Fund (BWG) as of Q2 2025, up from 40 in Q1 2025.
  • Funds reported $59.8M of BrandywineGLOBAL Global Income Opportunities Fund stock for Q2 2025, up 2.5% quarter-over-quarter.
  • 9 funds opened new BrandywineGLOBAL Global Income Opportunities Fund positions in Q2 2025 and 4 closed out, a net change of +5 holders.
  • The largest BrandywineGLOBAL Global Income Opportunities Fund buyer in Q2 2025 was Shaker Financial Services, an estimated $1.08M added.
  • The largest BrandywineGLOBAL Global Income Opportunities Fund seller in Q2 2025 was Morgan Stanley, an estimated $866K sold.

Based on aggregated 13F filings for Q2 2025.