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BWG

BrandywineGLOBAL Global Income Opportunities Fund
BWG

44 hedge funds and large institutions have $63.5M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $59.8M → $63.5M (+$3.7M)

0.73% more ownership

Funds ownership: 42.8% → 43.52% (+0.73%)

2% less funds holding

Funds holding: 45 → 44 (-1)

13% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 15

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
44
Holders Change
-1
Holders Change %
-2.22%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
13
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Pathstone Holdings
Pathstone Holdings
New Jersey
+$3.67M
2
AAM
Advisors Asset Management
Colorado
+$1.73M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$402K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$374K
5
Invesco
Invesco
Georgia
+$320K

Top Sellers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$2.83M
2
Morgan Stanley
Morgan Stanley
New York
-$849K
3
WAM
Wolverine Asset Management
Illinois
-$399K
4
PI
PFG Investments
New York
-$360K
5
GC
Guggenheim Capital
Illinois
-$307K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$200K +$198K +23,046 New
Ameriprise
27
Ameriprise
Minnesota
$192K -$22.6K -2,629 -11%
LNWWM
28
Laird Norton Wetherby Wealth Management
California
$183K – – –
Osaic Holdings
29
Osaic Holdings
Arizona
$174K +$5.36K +625 +3%
Cerity Partners
30
Cerity Partners
New York
$166K +$55.8K +6,507 +52%
OC
31
Oppenheimer & Co
New York
$124K – – –
HighTower Advisors
32
HighTower Advisors
Illinois
$108K -$6.65K -775 -6%
PI
33
PFG Investments
New York
$105K -$360K -41,918 -78%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$30.4K +$30K +3,500 New
Comerica Bank
35
Comerica Bank
Texas
$28K -$1.18K -137 -4%
WA
36
WPG Advisers
Maryland
$13K -$566 -66 -4%
ASN
37
Advisory Services Network
Georgia
$10.1K +$10K +1,169 New
SPIA
38
Steward Partners Investment Advisory
New York
$8.68K -$34.3K -4,000 -80%
PTC
39
Private Trust Company
Ohio
$6.1K – – –
LFG
40
Larson Financial Group
Missouri
$5.77K – – –
MWA
41
Medallion Wealth Advisors
Connecticut
$3.47K – – –
FIA
42
FNY Investment Advisers
New York
$3K – – –
HWP
43
Highline Wealth Partners
California
$2.86K +$2.83K +330 New
BBPWM
44
Blue Bell Private Wealth Management
Pennsylvania
$868 – – –
WAM
45
Wolverine Asset Management
Illinois
– -$399K -48,010 Closed
LSC
46
Logan Stone Capital
Illinois
– -$160K -19,208 Closed
LCM
47
Landscape Capital Management
New Jersey
– -$151K -18,156 Closed
XT
48
XTX Topco
Cayman Islands
– -$111K -13,340 Closed
GWM
49
Geneos Wealth Management
Colorado
– -$30.7K -3,691 Closed
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
– -$6.85K -824 Closed
1
2
3

BWG Hedge Fund Activity: Q3 2025 in Review

44 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) for Q3 2025, worth a combined $63.5M — up 6.2% from $59.8M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BWG and 6 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 13 added.

The largest buyer was Pathstone Holdings, adding an estimated $3.67M. The largest seller was Allspring Global Investments, cutting an estimated $2.83M.

  • 44 institutional investors held BrandywineGLOBAL Global Income Opportunities Fund (BWG) as of Q3 2025, down from 45 in Q2 2025.
  • Funds reported $63.5M of BrandywineGLOBAL Global Income Opportunities Fund stock for Q3 2025, up 6.2% quarter-over-quarter.
  • 6 funds opened new BrandywineGLOBAL Global Income Opportunities Fund positions in Q3 2025 and 7 closed out, a net change of -1 holder.
  • The largest BrandywineGLOBAL Global Income Opportunities Fund buyer in Q3 2025 was Pathstone Holdings, an estimated $3.67M added.
  • The largest BrandywineGLOBAL Global Income Opportunities Fund seller in Q3 2025 was Allspring Global Investments, an estimated $2.83M sold.

Based on aggregated 13F filings for Q3 2025.