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Belpointe PREP
OZ

44 hedge funds and large institutions have $86.8M invested in Belpointe PREP in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

2% more funds holding

Funds holding: 43 → 44 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $88.2M → $86.8M (-$1.47M)

1.55% less ownership

Funds ownership: 37.35% → 35.8% (-1.5%)

58% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 12

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
5
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HH
Hilltop Holdings
Texas
+$1.96M
2
Citadel Advisors
Citadel Advisors
Florida
+$371K
3
BIG
Brookwood Investment Group
Arizona
+$263K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$249K
5
AWM
AE Wealth Management
Kansas
+$209K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$817K
2
XT
XTX Topco
Cayman Islands
-$301K
3
AA
Armis Advisers
Georgia
-$290K
4
EWM
Empirical Wealth Management
Washington
-$158K
5
Mariner
Mariner
Kansas
-$144K
Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
26
Outlook Wealth Advisors
Texas
$320K – – –
UBS Group
27
UBS Group
Switzerland
$317K -$817K -12,793 -72%
PCA
28
Prosperity Capital Advisors
Ohio
$312K -$2.43K -38 -0.8%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$301K – – –
RFG
30
REAP Financial Group
Texas
$290K – – –
TYCC
31
Texas Yale Capital Corp
Florida
$269K – – –
FB
32
Fulton Bank
Pennsylvania
$260K – – –
MGIA
33
Moneta Group Investment Advisors
Missouri
$252K +$4.09K +64 +2%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$250K +$249K +3,900 New
AWM
35
Abound Wealth Management
Tennessee
$233K – – –
Raymond James Financial
36
Raymond James Financial
Florida
$229K – – –
LIG
37
Lokken Investment Group
Delaware
$229K – – –
CAS
38
Coppell Advisory Solutions
Texas
$228K – – –
IAN
39
Integrated Advisors Network
Texas
$214K – – –
AWM
40
AE Wealth Management
Kansas
$210K +$209K +3,280 New
Morgan Stanley
41
Morgan Stanley
New York
$204K -$1.79K -28 -0.9%
Bank of America
42
Bank of America
North Carolina
$160K -$29K -454 -15%
EB
43
Eastern Bank
Massachusetts
$38K – – –
XT
44
XTX Topco
Cayman Islands
– -$301K -4,574 Closed
AA
45
Armis Advisers
Georgia
– -$290K -4,534 Closed
RI
46
Ridgewood Investments
New Jersey
– -$96K -1,500 Closed
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
– +$319 +5 New
1
2

OZ Hedge Fund Activity: Q3 2025 in Review

44 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Belpointe PREP (OZ) for Q3 2025, worth a combined $86.8M — down 1.7% from $88.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new OZ positions and 3 closed out — a net gain of 2 holders — while 5 added to existing stakes and 12 trimmed.

The largest buyer was Hilltop Holdings, opening a new position worth an estimated $1.96M. The largest seller was UBS Group, cutting an estimated $817K.

  • 44 institutional investors held Belpointe PREP (OZ) as of Q3 2025, up from 43 in Q2 2025.
  • Funds reported $86.8M of Belpointe PREP stock for Q3 2025, down 1.7% quarter-over-quarter.
  • 5 funds opened new Belpointe PREP positions in Q3 2025 and 3 closed out, a net change of +2 holders.
  • The largest Belpointe PREP buyer in Q3 2025 was Hilltop Holdings, an estimated $1.96M added.
  • The largest Belpointe PREP seller in Q3 2025 was UBS Group, an estimated $817K sold.

Based on aggregated 13F filings for Q3 2025.