We are live on ! Find out more
BHF icon

Brighthouse Financial

446 hedge funds and large institutions have $2.62B invested in Brighthouse Financial in 2025 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 118 increasing their positions, 139 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 56

3.89% more ownership

Funds ownership: 81.36%85.25% (+3.9%)

2% more funds holding

Funds holding: 438446 (+8)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less capital invested

Capital invested by funds: $2.73B → $2.62B (-$105M)

15% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 139

44% less call options, than puts

Call options by funds: $89.3M | Put options by funds: $158M

Holders
446
Holders Change
+8
Holders Change %
+1.83%
% 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
66
Increased
118
Reduced
139
Closed
56
Calls
$89.3M
Puts
$158M
Net Calls
-$69.2M
Net Calls Change
-$61.4M
Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
276
D.J. St. Germain
Massachusetts
$12.1K +$7.53K +134 +147%
RA
277
Rise Advisors
New York
$12K
SIC
278
Salem Investment Counselors
North Carolina
$11.2K -$225 -4 -2%
EP
279
Essential Partners
California
$11.1K +$11.6K +207 New
HFS
280
Hantz Financial Services
Michigan
$11K +$11.1K +198 +3,300%
Jones Financial Companies
281
Jones Financial Companies
Missouri
$10.3K +$2.31K +41 +28%
MCM
282
MAI Capital Management
Ohio
$9.05K +$2.64K +47 +39%
EB
283
Eastern Bank
Massachusetts
$8.39K
WT
284
Whittier Trust
California
$8.06K
TPWA
285
Twin Peaks Wealth Advisors
California
$7.98K +$9.72K +173 New
Mitsubishi UFJ Asset Management
286
Mitsubishi UFJ Asset Management
Japan
$7.8K
Optiver Holding
287
Optiver Holding
Netherlands
$7.8K +$1.01K +18 +14%
FDCDDQ
288
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.42K -$731 -13 -9%
HWM
289
Hemington Wealth Management
Virginia
$7K +$1.46K +26 +25%
RBC
290
Roble Belko & Company
Pennsylvania
$7K +$7.31K +130 New
IBOK
291
Independence Bank of Kentucky
Kentucky
$6.61K
LI
292
LRI Investments
Florida
$6.45K
CA
293
CoreCap Advisors
Michigan
$5.92K -$1.18K -21 -16%
TFM
294
TFC Financial Management
Massachusetts
$5.38K
PWA
295
Physician Wealth Advisors
Utah
$5.32K +$4.44K +79 +395%
CA
296
Clearstead Advisors
Ohio
$5.32K +$5.57K +99 New
GWM
297
Geneos Wealth Management
Colorado
$5K -$2.81K -50 -35%
BTD
298
BankPlus Trust Department
Mississippi
$4.89K
BTI
299
Blue Trust Inc
Georgia
$4.68K +$618 +11 +14%
TCM
300
Traub Capital Management
Massachusetts
$4.62K +$4.83K +86 New

BHF Hedge Fund Activity: Q2 2025 in Review

446 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q2 2025, worth a combined $2.62B — down 3.9% from $2.73B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new BHF positions and 56 closed out — a net gain of 10 holders — while 118 added to existing stakes and 139 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $71.5M. The largest seller was Balyasny Asset Management, cutting an estimated $42.1M.

  • 446 institutional investors held Brighthouse Financial (BHF) as of Q2 2025, up from 438 in Q1 2025.
  • Funds reported $2.62B of Brighthouse Financial stock for Q2 2025, down 3.9% quarter-over-quarter.
  • 66 funds opened new Brighthouse Financial positions in Q2 2025 and 56 closed out, a net change of +10 holders.
  • The largest Brighthouse Financial buyer in Q2 2025 was Fidelity Investments, an estimated $71.5M added.
  • The largest Brighthouse Financial seller in Q2 2025 was Balyasny Asset Management, an estimated $42.1M sold.

Based on aggregated 13F filings for Q2 2025.