Ray Dalio’s Brighthouse Financial BHF Stock Holding History

Ray Dalio’s Portfolio BHF Stock Details BHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-60,339	Closed	-$3.2M	–	1061
2025 Q3	$3.2M	Sell	60,339 -247,001	-80%	-$12.1M	0.01%	600
2025 Q2	$16.5M	Buy	307,340 +24,724	+9%	+$1.39M	0.07%	199
2025 Q1	$16.4M	Buy	282,616 +73,093	+35%	+$4.08M	0.08%	200
2024 Q4	$10.1M	Buy	209,523 +139,356	+199%	+$6.81M	0.05%	255
2024 Q3	$3.16M	Buy	70,167 +24,914	+55%	+$1.12M	0.02%	450
2024 Q2	$1.96M	Buy	+45,253	New	+$2.09M	0.01%	535

Other funds holding BHF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DCM

DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ray Dalio's BHF Position: Q4 2025 in Review

Ray Dalio sold out of Brighthouse Financial (BHF) in Q4 2025, closing a stake of 60,339 shares — an estimated $3.2M sold.

Ray Dalio first reported a position in BHF in Q2 2024 and held it in 6 quarters. The position peaked at $16.5M in Q2 2025. 458 funds tracked by Wall St. Rank hold BHF as of Q4 2025.

Ray Dalio reported no remaining Brighthouse Financial position as of Q4 2025 after selling out during the quarter.
Ray Dalio sold 60,339 Brighthouse Financial shares in Q4 2025, an estimated $3.2M.
Ray Dalio first reported a position in Brighthouse Financial in Q2 2024 and held it in 6 quarters.
Ray Dalio's Brighthouse Financial position peaked at $16.5M in Q2 2025.
458 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2025.

Based on Bridgewater Associates's 13F filing for Q4 2025, filed 13 Feb 2026.