Belpointe PREP
44 hedge funds and large institutions have $88.8M 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.
65% more capital inflows, than outflows
Capital inflows: $5.26M | Capital outflows: $3.18M
0.49% more ownership
Funds ownership: 37.11% → 37.61% (+0.49%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less funds holding
Funds holding: 45 → 44 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.6M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$836K |
| 3 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$480K |
| 4 |
Fountainhead AM
Warren,
New Jersey
|
+$190K |
| 5 |
XTX Topco
George Town,
Cayman Islands
|
+$93.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hilltop Holdings
Dallas,
Texas
|
-$1000K |
| 2 |
Brookwood Investment Group
Phoenix,
Arizona
|
-$796K |
| 3 |
StoneX Group
New York
|
-$667K |
| 4 |
Lloyd Advisory Services
Suwanee,
Georgia
|
-$240K |
| 5 |
Merit Financial Group
Alpharetta,
Georgia
|
-$203K |
OZ Hedge Fund Activity: Q2 2025 in Review
44 of the 7,625 institutional investors tracked by Wall St. Rank reported a position in Belpointe PREP (OZ) for Q2 2025, worth a combined $88.8M — up 1.6% from $87.4M 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 $1000K sold.
- 44 institutional investors held Belpointe PREP (OZ) as of Q2 2025, down from 45 in Q1 2025.
- Funds reported $88.8M 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 $1000K sold.
Based on aggregated 13F filings for Q2 2025.