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Belpointe PREP
OZ

44 hedge funds and large institutions have $86.8M invested in Belpointe PREP in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.12% less ownership

Funds ownership: 37.97% → 36.85% (-1.1%)

6% less funds holding

Funds holding: 47 → 44 (-3)

16% less capital invested

Capital invested by funds: $103M → $86.8M (-$16.6M)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
44
Holders Change
-3
Holders Change %
-6.38%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
3
Increased
9
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$955K
2
PWS
Precision Wealth Strategies
Missouri
+$521K
3
BAM
Belpointe Asset Management
Nevada
+$520K
4
FA
Fountainhead AM
New Jersey
+$500K
5
HH
Hilltop Holdings
Texas
+$256K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$4.26M
2
LWM
Laidlaw Wealth Management
New York
-$1.23M
3
LAS
Lloyd Advisory Services
Georgia
-$861K
4
AA
Armis Advisers
Georgia
-$662K
5
RFG
REAP Financial Group
Texas
-$662K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
26
Armis Advisers
Georgia
$329K -$662K -10,327 -67%
RFG
27
REAP Financial Group
Texas
$329K -$662K -10,327 -67%
OWA
28
Outlook Wealth Advisors
Texas
$322K – – –
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$303K – – –
TYCC
30
Texas Yale Capital Corp
Florida
$271K – – –
FB
31
Fulton Bank
Pennsylvania
$262K – – –
MGIA
32
Moneta Group Investment Advisors
Missouri
$254K – – –
LAS
33
Lloyd Advisory Services
Georgia
$240K -$861K -13,442 -78%
AWM
34
Abound Wealth Management
Tennessee
$235K +$234K +3,645 New
Raymond James Financial
35
Raymond James Financial
Florida
$231K – – –
LIG
36
Lokken Investment Group
Delaware
$231K – – –
CAS
37
Coppell Advisory Solutions
Texas
$224K – – –
IAN
38
Integrated Advisors Network
Texas
$216K – – –
Morgan Stanley
39
Morgan Stanley
New York
$210K +$4.49K +70 +2%
MFG
40
Merit Financial Group
Georgia
$203K – – –
XT
41
XTX Topco
Cayman Islands
$201K +$200K +3,114 New
Bank of America
42
Bank of America
North Carolina
$193K +$2.63K +41 +1%
RI
43
Ridgewood Investments
New Jersey
$96.8K – – –
EB
44
Eastern Bank
Massachusetts
$38.2K – – –
Osaic Holdings
45
Osaic Holdings
Arizona
– -$4.26M -55,000 Closed
LWM
46
Laidlaw Wealth Management
New York
– -$1.23M -15,890 Closed
SAM
47
Synergy Asset Management
Washington
– -$368K -5,225 Closed
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
– -$257K -3,319 Closed
AWM
49
AE Wealth Management
Kansas
– -$254K -3,280 Closed
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
– -$212K -2,739 Closed
1
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OZ Hedge Fund Activity: Q1 2025 in Review

44 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Belpointe PREP (OZ) for Q1 2025, worth a combined $86.8M — down 16% from $103M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of OZ and 3 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 9 added.

The largest buyer was UBS Group, adding an estimated $955K. The largest seller was Osaic Holdings, exiting entirely with an estimated $4.26M sold.

  • 44 institutional investors held Belpointe PREP (OZ) as of Q1 2025, down from 47 in Q4 2024.
  • Funds reported $86.8M of Belpointe PREP stock for Q1 2025, down 16% quarter-over-quarter.
  • 3 funds opened new Belpointe PREP positions in Q1 2025 and 6 closed out, a net change of -3 holders.
  • The largest Belpointe PREP buyer in Q1 2025 was UBS Group, an estimated $955K added.
  • The largest Belpointe PREP seller in Q1 2025 was Osaic Holdings, an estimated $4.26M sold.

Based on aggregated 13F filings for Q1 2025.