Belpointe PREP
49 hedge funds and large institutions have $84.7M invested in Belpointe PREP in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 14 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
9% more funds holding
Funds holding: 45 → 49 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.69% less ownership
Funds ownership: 36.05% → 34.37% (-1.7%)
30% less capital inflows, than outflows
Capital inflows: $8.59M | Capital outflows: $12.3M
57% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lido Advisors
Los Angeles,
California
|
+$4.04M |
| 2 |
Mason & Associates (California)
Los Angeles,
California
|
+$1.12M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$858K |
| 4 |
Renaissance Technologies
New York
|
+$541K |
| 5 |
United Asset Strategies
Garden City,
New York
|
+$248K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Belpointe Asset Management
Reno,
Nevada
|
-$5.48M |
| 2 |
Fountainhead AM
Warren,
New Jersey
|
-$3.9M |
| 3 |
Hilltop Holdings
Dallas,
Texas
|
-$1.96M |
| 4 |
Mariner
Overland Park,
Kansas
|
-$276K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$250K |
OZ Hedge Fund Activity: Q4 2025 in Review
49 of the 8,294 institutional investors tracked by Wall St. Rank reported a position in Belpointe PREP (OZ) for Q4 2025, worth a combined $84.7M — down 3% from $87.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new OZ positions and 2 closed out — a net gain of 5 holders — while 6 added to existing stakes and 14 trimmed.
The largest buyer was Lido Advisors, opening a new position worth an estimated $4.04M. The largest seller was Belpointe Asset Management, cutting an estimated $5.48M.
- 49 institutional investors held Belpointe PREP (OZ) as of Q4 2025, up from 45 in Q3 2025.
- Funds reported $84.7M of Belpointe PREP stock for Q4 2025, down 3% quarter-over-quarter.
- 7 funds opened new Belpointe PREP positions in Q4 2025 and 2 closed out, a net change of +5 holders.
- The largest Belpointe PREP buyer in Q4 2025 was Lido Advisors, an estimated $4.04M added.
- The largest Belpointe PREP seller in Q4 2025 was Belpointe Asset Management, an estimated $5.48M sold.
Based on aggregated 13F filings for Q4 2025.