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Belpointe PREP
OZ

43 hedge funds and large institutions have $88.2M invested in Belpointe PREP in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $86.8M → $88.2M (+$1.42M)

0.5% more ownership

Funds ownership: 36.85% → 37.35% (+0.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less funds holding

Funds holding: 44 → 43 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

55% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 11

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
3
Increased
5
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$3.6M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$836K
3
MA
Mutual Advisors
Nebraska
+$480K
4
FA
Fountainhead AM
New Jersey
+$190K
5
XT
XTX Topco
Cayman Islands
+$93.4K

Top Sellers

Rank Fund Capital Flow
1
HH
Hilltop Holdings
Texas
-$1,000K
2
BIG
Brookwood Investment Group
Arizona
-$796K
3
SG
StoneX Group
New York
-$667K
4
LAS
Lloyd Advisory Services
Georgia
-$240K
5
MFG
Merit Financial Group
Georgia
-$203K
Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
26
Outlook Wealth Advisors
Texas
$320K – – –
PCA
27
Prosperity Capital Advisors
Ohio
$314K – – –
XT
28
XTX Topco
Cayman Islands
$301K +$93.4K +1,460 +47%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$301K – – –
AA
30
Armis Advisers
Georgia
$290K -$36.1K -564 -11%
RFG
31
REAP Financial Group
Texas
$290K -$36.1K -564 -11%
TYCC
32
Texas Yale Capital Corp
Florida
$269K – – –
FB
33
Fulton Bank
Pennsylvania
$262K – – –
MGIA
34
Moneta Group Investment Advisors
Missouri
$252K -$4.09K -64 -2%
AWM
35
Abound Wealth Management
Tennessee
$233K – – –
CAS
36
Coppell Advisory Solutions
Texas
$232K -$1.6K -25 -0.7%
Raymond James Financial
37
Raymond James Financial
Florida
$229K – – –
LIG
38
Lokken Investment Group
Delaware
$229K – – –
IAN
39
Integrated Advisors Network
Texas
$214K – – –
Morgan Stanley
40
Morgan Stanley
New York
$206K -$1.92K -30 -0.9%
Bank of America
41
Bank of America
North Carolina
$189K -$2.62K -41 -1%
RI
42
Ridgewood Investments
New Jersey
$96K – – –
EB
43
Eastern Bank
Massachusetts
$38.6K – – –
HH
44
Hilltop Holdings
Texas
– -$1,000K -15,500 Closed
SG
45
StoneX Group
New York
– -$667K -10,341 Closed
LAS
46
Lloyd Advisory Services
Georgia
– -$240K -3,716 Closed
MFG
47
Merit Financial Group
Georgia
– -$203K -3,150 Closed
1
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OZ Hedge Fund Activity: Q2 2025 in Review

43 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Belpointe PREP (OZ) for Q2 2025, worth a combined $88.2M — up 1.6% from $86.8M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of OZ and 3 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 5 added.

The largest buyer was Osaic Holdings, opening a new position worth an estimated $3.6M. The largest seller was Hilltop Holdings, exiting entirely with an estimated $1,000K sold.

  • 43 institutional investors held Belpointe PREP (OZ) as of Q2 2025, down from 44 in Q1 2025.
  • Funds reported $88.2M of Belpointe PREP stock for Q2 2025, up 1.6% quarter-over-quarter.
  • 3 funds opened new Belpointe PREP positions in Q2 2025 and 4 closed out, a net change of -1 holder.
  • The largest Belpointe PREP buyer in Q2 2025 was Osaic Holdings, an estimated $3.6M added.
  • The largest Belpointe PREP seller in Q2 2025 was Hilltop Holdings, an estimated $1,000K sold.

Based on aggregated 13F filings for Q2 2025.