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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
Morgan Stanley
1
Morgan Stanley
New York
$14.9M -$727K -85,702 -5%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$14M +$2.98M +351,297 +27%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$6.2M -$287K -33,826 -4%
Wells Fargo
4
Wells Fargo
California
$4.15M -$45.2K -5,325 -1%
AAM
5
Advisors Asset Management
Colorado
$3.74M +$1.2M +141,580 +46%
Bank of America
6
Bank of America
North Carolina
$3.18M -$281K -33,101 -8%
SFS
7
Shaker Financial Services
Virginia
$2.58M -$354K -41,682 -12%
Invesco
8
Invesco
Georgia
$1.56M +$83.5K +9,840 +6%
MC
9
Matisse Capital
Oregon
$1.22M -$34.2K -4,034 -3%
PAG
10
Private Advisor Group
New Jersey
$1.22M -$5.77K -680 -0.5%
SI
11
Stephens Inc
Arkansas
$1.13M +$3.29K +388 +0.3%
LPL Financial
12
LPL Financial
California
$1.12M -$143K -16,806 -11%
ARA
13
Alexander Randolph Advisory
Virginia
$917K -$156K -18,364 -14%
GC
14
Guggenheim Capital
Illinois
$791K -$1.32M -155,637 -62%
Raymond James Financial
15
Raymond James Financial
Florida
$654K +$15K +1,765 +2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$610K +$221K +26,020 +55%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$559K +$8.96K +1,057 +2%
RC
18
Rareview Capital
Nevada
$464K +$218K +25,671 +85%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$434K +$52.8K +6,221 +14%
Ameriprise
20
Ameriprise
Minnesota
$414K +$232K +27,313 +123%
NA
21
NewEdge Advisors
Louisiana
$377K -$17.8K -2,100 -4%
UBS Group
22
UBS Group
Switzerland
$285K -$71.7K -8,458 -20%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$272K -$94.2K -11,108 -25%
AWM
24
Apollon Wealth Management
South Carolina
$264K +$25.4K +2,993 +11%
AC
25
AlphaCore Capital
California
$259K

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.