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Belpointe PREP
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Overview Fund Activity

42 hedge funds and large institutions have $84.6M invested in Belpointe PREP in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
-2
Holders Change %
-4.55%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
2
Increased
5
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$837K
2
MA
Mutual Advisors
Nebraska
+$495K
3
FA
Fountainhead AM
New Jersey
+$190K
4
XT
XTX Topco
Cayman Islands
+$96.2K
5
BAM
Belpointe Asset Management
Nevada
+$47.2K

Top Sellers

1
HH
Hilltop Holdings
Texas
-$1,000K
2
BIG
Brookwood Investment Group
Arizona
-$797K
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 		Shares
Change %
PCA
26
Prosperity Capital Advisors
Ohio
$314K – – –
XT
27
XTX Topco
Cayman Islands
$301K +$96.2K +1,460 +47%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$301K – – –
RFG
29
REAP Financial Group
Texas
$290K -$36.1K -564 -11%
AA
30
Armis Advisers
Georgia
$290K -$36.1K -564 -11%
TYCC
31
Texas Yale Capital Corp
Florida
$269K – – –
FB
32
Fulton Bank
Pennsylvania
$262K – – –
MGIA
33
Moneta Group Investment Advisors
Missouri
$252K -$4.16K -64 -2%
AWM
34
Abound Wealth Management
Tennessee
$233K – – –
CAS
35
Coppell Advisory Solutions
Texas
$232K -$1.63K -25 -0.7%
Raymond James Financial
36
Raymond James Financial
Florida
$229K – – –
LIG
37
Lokken Investment Group
Delaware
$229K – – –
IAN
38
Integrated Advisors Network
Texas
$214K – – –
Morgan Stanley
39
Morgan Stanley
New York
$206K -$1.92K -30 -0.9%
Bank of America
40
Bank of America
North Carolina
$189K -$2.62K -41 -1%
RI
41
Ridgewood Investments
New Jersey
$96K – – –
EB
42
Eastern Bank
Massachusetts
$38.6K – – –
HH
43
Hilltop Holdings
Texas
– -$1,000K -15,500 Closed
SG
44
StoneX Group
New York
– -$667K -10,341 Closed
LAS
45
Lloyd Advisory Services
Georgia
– -$240K -3,716 Closed
MFG
46
Merit Financial Group
Georgia
– -$203K -3,150 Closed
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