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Brighthouse Financial

435 hedge funds and large institutions have $2.64B invested in Brighthouse Financial in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 100 increasing their positions, 137 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

2.08% more ownership

Funds ownership: 85.25%87.33% (+2.1%)

1% more capital invested

Capital invested by funds: $2.62B → $2.64B (+$17.6M)

9% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 74

2% less funds holding

Funds holding: 446435 (-11)

27% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 137

32% less call options, than puts

Call options by funds: $188M | Put options by funds: $275M

Holders
435
Holders Change
-11
Holders Change %
-2.47%
% of All Funds
5.71%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
67
Increased
100
Reduced
137
Closed
74
Calls
$188M
Puts
$275M
Net Calls
-$87.1M
Net Calls Change
-$17.9M
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
276
Root Financial Partners
California
$10.7K +$9.81K +201 New
AG
277
AmeriFlex Group
Nevada
$10.6K -$32.9K -673 -77%
TWD
278
True Wealth Design
Ohio
$8.81K -$6.44K -132 -44%
EB
279
Eastern Bank
Massachusetts
$8.28K
Mitsubishi UFJ Asset Management
280
Mitsubishi UFJ Asset Management
Japan
$7.7K
Rockefeller Capital Management
281
Rockefeller Capital Management
New York
$7.48K +$6.88K +141 New
FDCDDQ
282
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.32K
RBC
283
Roble Belko & Company
Pennsylvania
$7K
MCM
284
MAI Capital Management
Ohio
$6.79K -$1.95K -40 -24%
IBOK
285
Independence Bank of Kentucky
Kentucky
$6.53K
CA
286
CoreCap Advisors
Michigan
$6.42K +$537 +11 +10%
LI
287
LRI Investments
Florida
$6.37K
VCM
288
Versant Capital Management
Arizona
$6.1K -$12.4K -254 -69%
TFM
289
TFC Financial Management
Massachusetts
$5.31K
PWA
290
Physician Wealth Advisors
Utah
$5.25K
HWM
291
Hemington Wealth Management
Virginia
$5K -$1.32K -27 -20%
BTI
292
Blue Trust Inc
Georgia
$4.94K +$293 +6 +7%
BTD
293
BankPlus Trust Department
Mississippi
$4.83K
SWM
294
Spire Wealth Management
Virginia
$4.78K +$2.44K +50 +125%
GRP
295
Global Retirement Partners
California
$4.35K -$8.49K -174 -68%
NA
296
NewEdge Advisors
Louisiana
$4.25K
NS
297
NBC Securities
Alabama
$3.82K
WT
298
Whittier Trust
California
$3.77K -$3.86K -79 -53%
SPIA
299
Steward Partners Investment Advisory
New York
$3.77K
AAS
300
Ameritas Advisory Services
Nebraska
$3.72K -$439 -9 -11%

BHF Hedge Fund Activity: Q3 2025 in Review

435 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q3 2025, worth a combined $2.64B — up 0.67% from $2.62B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of BHF and 67 opened new positions — a net loss of 7 holders — while 137 trimmed existing stakes and 100 added.

The largest buyer was UBS Group, adding an estimated $82.5M. The largest seller was Woodline Partners, exiting entirely with an estimated $50.2M sold.

  • 435 institutional investors held Brighthouse Financial (BHF) as of Q3 2025, down from 446 in Q2 2025.
  • Funds reported $2.64B of Brighthouse Financial stock for Q3 2025, up 0.67% quarter-over-quarter.
  • 67 funds opened new Brighthouse Financial positions in Q3 2025 and 74 closed out, a net change of -7 holders.
  • The largest Brighthouse Financial buyer in Q3 2025 was UBS Group, an estimated $82.5M added.
  • The largest Brighthouse Financial seller in Q3 2025 was Woodline Partners, an estimated $50.2M sold.

Based on aggregated 13F filings for Q3 2025.