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BWG

BrandywineGLOBAL Global Income Opportunities Fund

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: 4544 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16.2M -$849K -98,959 -5%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$11.4M +$3.67M +427,597 +48%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$6.72M -$2.83M -330,243 -30%
Wells Fargo
4
Wells Fargo
California
$4.35M -$180K -20,965 -4%
Bank of America
5
Bank of America
North Carolina
$3.58M -$113K -13,203 -3%
SFS
6
Shaker Financial Services
Virginia
$3.07M -$279K -32,494 -8%
AAM
7
Advisors Asset Management
Colorado
$2.65M +$1.73M +201,810 +195%
GC
8
Guggenheim Capital
Illinois
$2.17M -$307K -35,755 -13%
Invesco
9
Invesco
Georgia
$1.53M +$320K +37,263 +27%
LPL Financial
10
LPL Financial
California
$1.31M +$10.3K +1,206 +0.8%
MC
11
Matisse Capital
Oregon
$1.3M
PAG
12
Private Advisor Group
New Jersey
$1.27M +$22.6K +2,631 +2%
SI
13
Stephens Inc
Arkansas
$1.17M -$135K -15,709 -10%
ARA
14
Alexander Randolph Advisory
Virginia
$1.11M
Raymond James Financial
15
Raymond James Financial
Florida
$663K +$6.08K +709 +0.9%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$571K -$71.9K -8,377 -11%
NA
17
NewEdge Advisors
Louisiana
$409K -$8.58K -1,000 -2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$407K +$402K +46,907 New
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$396K +$225K +26,170 +135%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$379K +$374K +43,630 New
UBS Group
21
UBS Group
Switzerland
$369K +$29.5K +3,441 +9%
AC
22
AlphaCore Capital
California
$269K
RC
23
Rareview Capital
Nevada
$251K +$36.4K +4,240 +16%
AWM
24
Apollon Wealth Management
South Carolina
$247K +$4.85K +565 +2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$212K +$4.65K +542 +2%

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.