BrandywineGLOBAL Global Income Opportunities Fund
BWG • XNYS
BrandywineGLOBAL Global Income Opportunities Fund is a publicly traded company on XNYS. As of Q3 2025, 40 institutional investors hold shares in this company, with total holdings valued at $62.7M. MORGAN STANLEY is the largest holder with a position valued at $16.2M.
Overview
Overview of institutional ownership in BWG as of Q3 2025
All Institutions
- Institutions
- 40
- Value Held
- $62.7M
- Shares Held
- 7.2M
- Avg Position
- $1.6M
- Median Position
- $319.0K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in BWG as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $16.2M 0.00% of portfolio |
 Pathstone Holdings, LLC Family Office | $11.4M 0.04% of portfolio |
 Allspring Global Investments Holdings, LLC Long Only Manager | $6.7M 0.01% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $4.4M 0.00% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $3.6M 0.00% of portfolio |
 Shaker Financial Services, LLC RIA/Wealth | $3.1M 1.05% of portfolio |
 Advisors Asset Management, Inc. ETF Provider | $2.7M 0.05% of portfolio |
G GUGGENHEIM CAPITAL LLC Institution | $2.2M 0.02% of portfolio |
 Invesco Ltd. ETF Provider | $1.5M 0.00% of portfolio |
L LPL Financial LLC Institution | $1.3M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for BWG in Q3 2025
- Traded
- +$1.2M
- Buyers
- 18
- Sellers
- 20
- Total Bought
- +$7.2M
- Total Sold
- −$6.0M
- Avg Position
- $1.3M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Pathstone Holdings, LLC Family Office | +$3.7M +427.6K shares |
Advisors Asset Management, Inc. ETF Provider | +$1.8M +201.8K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$407.2K +46.9K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$378.7K +43.6K shares |
Invesco Ltd. ETF Provider | +$323.4K +37.3K shares |
 Cetera Investment Advisers RIA/Wealth | +$227.2K +26.2K shares |
J JANE STREET GROUP, LLC Institution | +$200.0K +23.0K shares |
 HPM Partners LLC RIA/Wealth | +$56.5K +6.5K shares |
 Rareview Capital LLC ETF Provider | +$35.2K +4.2K shares |
 Rockefeller Capital Management L.P. Long Only Manager | +$30.4K +3.5K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
Allspring Global Investments Holdings, LLC Long Only Manager | −$2.9M −330.2K shares |
MORGAN STANLEY RIA/Wealth | −$859.0K −99.0K shares |
 WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | −$399.0K −48.0K shares |
P PFG Investments, LLC Institution | −$363.9K −41.9K shares |
G GUGGENHEIM CAPITAL LLC Institution | −$310.4K −35.8K shares |
Shaker Financial Services, LLC RIA/Wealth | −$284.7K −32.5K shares |
WELLS FARGO & COMPANY/MN Institution | −$182.0K −21.0K shares |
 Logan Stone Capital, LLC Hedge Fund•Long/Short | −$159.6K −19.2K shares |
 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Market Neutral | −$150.9K −18.2K shares |
 STEPHENS INC /AR/ RIA/Wealth | −$136.4K −15.7K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited BWG in Q3 2025
- New Positions
- 2
- New Value
- $2.9K
- Exited Positions
- 7
- Exited Value
- $857.8K
New Positions
| Institution | Position Value |
|---|---|
 HIGHLINE WEALTH PARTNERS LLC RIA/Wealth | $2.9K 330.0 shares |
 CWM, LLC RIA/Wealth | - - shares |
Exited Positions
| Institution | Previous Position |
|---|---|
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | $399.0K 48.0K shares |
Logan Stone Capital, LLC Hedge Fund•Long/Short | $159.6K 19.2K shares |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Market Neutral | $150.9K 18.2K shares |
X XTX Topco Ltd Institution | $110.9K 13.3K shares |
 Geneos Wealth Management Inc. RIA/Wealth | $30.7K 3.7K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $6.8K 824.0 shares |
CWM, LLC RIA/Wealth | - 671.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in BWG as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with BWG as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Shaker Financial Services, LLC RIA/Wealth | 1.05% $3.1M |
 Alexander Randolph Advisory, Inc. RIA/Wealth | 0.92% $1.1M |
 Deschutes Portfolio Strategy, LLC RIA/Wealth | 0.59% $1.3M |
Rareview Capital LLC ETF Provider | 0.15% $251.0K |
Advisors Asset Management, Inc. ETF Provider | 0.05% $2.7M |
Pathstone Holdings, LLC Family Office | 0.04% $11.4M |
G GUGGENHEIM CAPITAL LLC Institution | 0.02% $2.2M |
STEPHENS INC /AR/ RIA/Wealth | 0.02% $1.2M |
Allspring Global Investments Holdings, LLC Long Only Manager | 0.01% $6.7M |
W WPG Advisers, LLC Institution | 0.01% $13.0K |