Who Owns BrandywineGLOBAL Global Income Opportunities Fund Inc. (BWG)?Hedge Fund & Institutional Holders

$7.87+0.04 (+0.55%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.00000030000003e+162T

% of Float Held

QoQ Change in Holders

+11 / -3

Price History

$7.53$7.88$8.23$8.58$8.93Sep 24Jun 25Mar 26

BWG — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Shaker Financial Services, LLCNew Position+308K+$2.6B
Matisse CapitalNew Position+146K+$1.2B
STEPHENS INC /AR/New Position+135K+$1.1B
Advisors Asset Management, Inc.Increased+142K+$347.7M
ECLECTIC ASSOCIATES INC /ADVNew Position+27K+$229.0M
Rareview Capital LLCIncreased+26K+$213.0M
OPPENHEIMER & CO INCNew Position+14K+$119.0M
PFG Investments, LLCNew Position+12K+$101.0M
Integrity Advisory Solutions, LLCNew Position+11K+$92.0M
Invesco Ltd.Increased+10K+$26.8M
WPG Advisers, LLCNew Position+1K+$11.0M
Allspring Global Investments Holdings, LLCNew Position+740K+$6.2M
PRIVATE TRUST CO NANew Position+703+$5.0M
Pathstone Holdings, LLCIncreased+351K+$1.6M
Apollon Wealth Management, LLCNew Position+31K+$263K

BWG — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
GUGGENHEIM CAPITAL LLCDecreased-156K-$2.2B
WELLS FARGO & COMPANY/MNDecreased-5K-$1.4B
LPL Financial LLCDecreased-17K-$1.3B
NewEdge Advisors, LLCDecreased-2K-$408.8M
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-11K-$378.7M
Private Advisor Group, LLCDecreased-680-$266.7M
JANE STREET GROUP, LLCClosed Position-23K-$200.0M
Alexander Randolph Advisory, Inc.Decreased-18K-$193.4M
Laird Norton Wetherby Wealth Management, LLCClosed Position-21K-$182.9M
HighTower Advisors, LLCDecreased-2K-$108.4M
UBS Group AGDecreased-8K-$84.8M
Rockefeller Capital Management L.P.Decreased-600-$30.4M
COMERICA BANKDecreased-1K-$12.0M
Advisory Services Network, LLCClosed Position-1K-$10.1M
MORGAN STANLEYDecreased-86K-$2.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Advisors Asset Management, Inc.447,140$3.0B50.37%Share
2BANK OF AMERICA CORP /DE/379,875$3.0B0.22%Share
3WELLS FARGO & COMPANY/MN408,960$3.0B0.55%Share
4Shaker Financial Services, LLC308,292$2.6B0.82%Share
5Invesco Ltd.186,471$1.6B0.24%Share
6Matisse Capital145,866$1.2B0.54%Share
7STEPHENS INC /AR/135,311$1.1B14.08%Share
8Private Advisor Group, LLC145,251$1.0B4.70%Share
9Alexander Randolph Advisory, Inc.109,562$917.0M0.76%Share
10Rareview Capital LLC55,876$464.0M0.30%Share
11UBS Group AG34,034$284.0M0.05%Share
12ECLECTIC ASSOCIATES INC /ADV27,441$229.0M0.04%Share
13OPPENHEIMER & CO INC14,266$119.0M1.69%Share
14PFG Investments, LLC12,177$101.0M0.00%Share
15Integrity Advisory Solutions, LLC11,013$92.0M0.01%Share
16Pathstone Holdings, LLC1,665,185$13.0M0.05%Share
17MORGAN STANLEY1,476,940$12.0M0.00%Share
18WPG Advisers, LLC1,384$11.0M0.01%Share
19COMERICA BANK1,194$9.0M0.04%Share
20COMERICA BANK840$7.0M0.03%Share
21Allspring Global Investments Holdings, LLC740,410$6.2M0.01%Share
22PRIVATE TRUST CO NA703$5.0M0.00%Share
23HIGHLINE WEALTH PARTNERS LLC330$2.0M0.00%Share
24LPL Financial LLC133,582$1.0M0.00%Share
25MORGAN STANLEY150,449$1.0M0.00%Share
26MORGAN STANLEY157,036$1.0M0.00%Share
27Apollon Wealth Management, LLC31,483$263K0.00%Share
28Closed-End Fund Advisors, Inc.20,586$172K0.10%Share
29OSAIC HOLDINGS, INC.18,876$00.00%Share
30WELLS FARGO & COMPANY/MN87,190$00.00%Share
31ROYAL BANK OF CANADA66,320$00.00%Share
32ROYAL BANK OF CANADA525$00.00%Share
33Pathstone Holdings, LLC4,946$00.00%Share
34Pinnacle Wealth Planning Services, Inc.3,112$00.00%Share
35Steward Partners Investment Advisory, LLC4,397$00.00%Share
36COMMONWEALTH EQUITY SERVICES, LLC19,635$00.00%Share
37RAYMOND JAMES FINANCIAL INC75,027$00.00%Share
38RAYMOND JAMES FINANCIAL INC3,154$00.00%Share
39Cerity Partners LLC19,133$00.00%Share
40AMERIPRISE FINANCIAL INC49,454$00.00%Share
41HighTower Advisors, LLC10,538$00.00%Share
42BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC100$00.00%Share
43NewEdge Advisors, LLC45,000$00.00%Share
44ENVESTNET ASSET MANAGEMENT INC72,927$00.00%Share
45OSAIC HOLDINGS, INC.1,315$00.00%Share
46MORGAN STANLEY1$00.00%Share
47Rockefeller Capital Management L.P.2,900$00.00%Share
48EVOLVE PRIVATE WEALTH, LLC16,910$00.00%Share
49Larson Financial Group LLC665$00.00%Share
50Global Retirement Partners, LLC7,016$00.00%Share

BWG Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202545$18.8B+15
Q3 202530$18.7B-9
Q2 202539$24.1B-1
Q1 202540$41.8B+1
Q4 202439$303.3B+4
Q3 202435$1.8T+0
Q2 202435$340.0B+2
Q1 202433$142.7T

Similar Stocks by Institutional Ownership

As of Q4 2025, 50 institutional investors hold BWG (BrandywineGLOBAL Global Income Opportunities Fund Inc.). The largest holder is Advisors Asset Management, Inc. with $3.0B in shares. This quarter, 11 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own BWG?

As of Q4 2025, 50 institutional investors report holding BWG (BrandywineGLOBAL Global Income Opportunities Fund Inc.) in their 13F filings.

Who is the largest institutional holder of BWG?

The largest institutional holder of BWG is Advisors Asset Management, Inc. with $3.0B in shares.

Is institutional ownership of BWG increasing or decreasing?

This quarter, 11 institutions opened new positions in BWG and 3 closed their positions.