Belpointe PREP
45 hedge funds and large institutions have $87.4M 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.
69% more capital inflows, than outflows
Capital inflows: $3.4M | Capital outflows: $2.01M
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
2% more funds holding
Funds holding: 44 → 45 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.55% less ownership
Funds ownership: 37.61% → 36.05% (-1.6%)
58% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hilltop Holdings
Dallas,
Texas
|
+$1.96M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$371K |
| 3 |
Brookwood Investment Group
Phoenix,
Arizona
|
+$263K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$249K |
| 5 |
AE Wealth Management
Topeka,
Kansas
|
+$209K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$817K |
| 2 |
XTX Topco
George Town,
Cayman Islands
|
-$301K |
| 3 |
Armis Advisers
Atlanta,
Georgia
|
-$290K |
| 4 |
Empirical Wealth Management
Seattle,
Washington
|
-$158K |
| 5 |
Mariner
Overland Park,
Kansas
|
-$144K |
OZ Hedge Fund Activity: Q3 2025 in Review
45 of the 7,653 institutional investors tracked by Wall St. Rank reported a position in Belpointe PREP (OZ) for Q3 2025, worth a combined $87.4M — down 1.7% from $88.8M 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.
- 45 institutional investors held Belpointe PREP (OZ) as of Q3 2025, up from 44 in Q2 2025.
- Funds reported $87.4M 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.