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Brighthouse Financial

438 hedge funds and large institutions have $2.73B invested in Brighthouse Financial in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 107 increasing their positions, 120 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 43

17% more capital invested

Capital invested by funds: $2.33B → $2.73B (+$399M)

7% more funds holding

Funds holding: 410438 (+28)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.59% less ownership

Funds ownership: 81.95%81.36% (-0.59%)

11% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 120

17% less call options, than puts

Call options by funds: $38M | Put options by funds: $45.8M

Holders
438
Holders Change
+28
Holders Change %
+6.83%
% of All Funds
5.87%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
76
Increased
107
Reduced
120
Closed
43
Calls
$38M
Puts
$45.8M
Net Calls
-$7.81M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GBT
251
Grove Bank & Trust
Florida
$42K
VCM
252
Versant Capital Management
Arizona
$36.1K +$22.7K +406 +188%
Northwestern Mutual Wealth Management
253
Northwestern Mutual Wealth Management
Wisconsin
$29.1K +$6.76K +121 +32%
AF
254
Allworth Financial
California
$28.9K +$9.27K +166 +45%
FFA
255
Farther Finance Advisors
California
$26.1K -$112 -2 -0.4%
PFBT
256
Parkside Financial Bank & Trust
Missouri
$24.1K +$6.42K +115 +38%
WTC
257
WhitTier Trust Company
Nevada
$21.8K
MTC
258
Matrix Trust Company
Colorado
$20K +$19K +340 New
SAM
259
Smartleaf Asset Management
Massachusetts
$19.6K -$9.05K -162 -32%
IRC
260
Investors Research Corp
Georgia
$18.6K
EWA
261
EverSource Wealth Advisors
Alabama
$16.9K -$9.49K -170 -37%
TWD
262
True Wealth Design
Ohio
$16.1K -$1K -18 -6%
PTC
263
Private Trust Company
Ohio
$13.7K
RA
264
Rise Advisors
New York
$13K -$4.52K -81 -27%
SIC
265
Salem Investment Counselors
North Carolina
$12.4K +$5.03K +90 +73%
EB
266
Eastern Bank
Massachusetts
$9.05K
FDCDDQ
267
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.76K +$1.51K +27 +22%
WT
268
Whittier Trust
California
$8.69K
Jones Financial Companies
269
Jones Financial Companies
Missouri
$8.52K +$3.35K +60 +68%
Mitsubishi UFJ Asset Management
270
Mitsubishi UFJ Asset Management
Japan
$8.41K
GWM
271
Geneos Wealth Management
Colorado
$8.29K +$5.47K +98 +218%
CA
272
CoreCap Advisors
Michigan
$7.6K +$4.58K +82 +167%
Optiver Holding
273
Optiver Holding
Netherlands
$7.37K +$7.09K +127 New
IBOK
274
Independence Bank of Kentucky
Kentucky
$7.13K -$1.34K -24 -16%
MCM
275
MAI Capital Management
Ohio
$7.03K +$335 +6 +5%

BHF Hedge Fund Activity: Q1 2025 in Review

438 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q1 2025, worth a combined $2.73B — up 17% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new BHF positions and 43 closed out — a net gain of 33 holders — while 107 added to existing stakes and 120 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $88M. The largest seller was Dodge & Cox, exiting entirely with an estimated $320M sold.

  • 438 institutional investors held Brighthouse Financial (BHF) as of Q1 2025, up from 410 in Q4 2024.
  • Funds reported $2.73B of Brighthouse Financial stock for Q1 2025, up 17% quarter-over-quarter.
  • 76 funds opened new Brighthouse Financial positions in Q1 2025 and 43 closed out, a net change of +33 holders.
  • The largest Brighthouse Financial buyer in Q1 2025 was Balyasny Asset Management, an estimated $88M added.
  • The largest Brighthouse Financial seller in Q1 2025 was Dodge & Cox, an estimated $320M sold.

Based on aggregated 13F filings for Q1 2025.