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BWG

BrandywineGLOBAL Global Income Opportunities Fund

46 hedge funds and large institutions have $63.1M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

5% more funds holding

Funds holding: 4446 (+2)

1.37% more ownership

Funds ownership: 43.52%44.89% (+1.4%)

1% less capital invested

Capital invested by funds: $63.5M → $63.1M (-$358K)

22% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 18

Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
14
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EA
26
Eclectic Associates
California
$230K +$233K +27,441 New
CEFA
27
Closed-End Fund Advisors
Virginia
$172K +$175K +20,586 New
Osaic Holdings
28
Osaic Holdings
Arizona
$169K +$42 +5 +0%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$164K -$40.8K -4,808 -20%
Cerity Partners
30
Cerity Partners
New York
$160K
FPC
31
Flax Pond Capital
Massachusetts
$151K +$153K +18,000 New
EPW
32
Evolve Private Wealth
California
$142K +$143K +16,910 New
OC
33
Oppenheimer & Co
New York
$119K
PI
34
PFG Investments
New York
$102K +$958 +113 +0.9%
IAS
35
Integrity Advisory Solutions
Texas
$92.2K +$93.4K +11,013 New
HighTower Advisors
36
HighTower Advisors
Illinois
$88.2K -$16.6K -1,956 -16%
GRP
37
Global Retirement Partners
California
$58.7K +$59.5K +7,016 New
SPIA
38
Steward Partners Investment Advisory
New York
$36.8K +$28.8K +3,397 +340%
PWPS
39
Pinnacle Wealth Planning Services
Ohio
$26K +$26.4K +3,112 New
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$24.3K -$5.09K -600 -17%
Comerica Bank
41
Comerica Bank
Texas
$17K -$10.1K -1,187 -37%
WA
42
WPG Advisers
Maryland
$11.6K -$975 -115 -8%
PTC
43
Private Trust Company
Ohio
$5.88K
LFG
44
Larson Financial Group
Missouri
$5.57K
HWP
45
Highline Wealth Partners
California
$2.76K
BBPWM
46
Blue Bell Private Wealth Management
Pennsylvania
$837
Jane Street
47
Jane Street
New York
-$200K -23,046 Closed
ASN
48
Advisory Services Network
Georgia
-$10.1K -1,169 Closed
FIA
49
FNY Investment Advisers
New York
-$3K -400 Closed
MWA
50
Medallion Wealth Advisors
Connecticut
-$3.47K -400 Closed

BWG Hedge Fund Activity: Q4 2025 in Review

46 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) for Q4 2025, worth a combined $63.1M — down 0.56% from $63.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BWG positions and 4 closed out — a net gain of 3 holders — while 14 added to existing stakes and 18 trimmed.

The largest buyer was Pathstone Holdings, adding an estimated $2.98M. The largest seller was Guggenheim Capital, cutting an estimated $1.32M.

  • 46 institutional investors held BrandywineGLOBAL Global Income Opportunities Fund (BWG) as of Q4 2025, up from 44 in Q3 2025.
  • Funds reported $63.1M of BrandywineGLOBAL Global Income Opportunities Fund stock for Q4 2025, down 0.56% quarter-over-quarter.
  • 7 funds opened new BrandywineGLOBAL Global Income Opportunities Fund positions in Q4 2025 and 4 closed out, a net change of +3 holders.
  • The largest BrandywineGLOBAL Global Income Opportunities Fund buyer in Q4 2025 was Pathstone Holdings, an estimated $2.98M added.
  • The largest BrandywineGLOBAL Global Income Opportunities Fund seller in Q4 2025 was Guggenheim Capital, an estimated $1.32M sold.

Based on aggregated 13F filings for Q4 2025.