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Brighthouse Financial

442 hedge funds and large institutions have $2.62B invested in Brighthouse Financial in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 118 increasing their positions, 139 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

2% less capital invested

Capital invested by funds: $2.68B → $2.62B (-$59.7M)

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
442
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$89.3M
Puts
$158M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CT
301
Clearstead Trust
Maine
$3.87K
SPIA
302
Steward Partners Investment Advisory
New York
$3.82K
SC
303
SouthState Corp
Florida
$3.55K
CTA
304
Colonial Trust Advisors
South Carolina
$3.39K
AGWCA
305
Annis Gardner Whiting Capital Advisors
Florida
$3.39K
CT
306
Caldwell Trust
Florida
$3.17K
NS
307
NBC Securities
Alabama
$3K
MPWT
308
MassMutual Private Wealth & Trust
Connecticut
$2.96K
AssetMark Inc
309
AssetMark Inc
California
$2.9K
GK
310
Graney & King
New York
$2.9K
WA
311
WPG Advisers
Maryland
$2.8K
AF
312
Advisornet Financial
Minnesota
$2.74K
FMII
313
Farmers & Merchants Investments Inc
Nebraska
$2.74K
RTL
314
Red Tortoise LLC
Georgia
$2.63K
BC
315
Barrett & Company
Rhode Island
$2.53K
AEPWM
316
Atlantic Edge Private Wealth Management
Florida
$2.47K
RIL
317
Rothschild Investment LLC
Illinois
$2.37K
SN
318
Sittner & Nelson
Oregon
$2.37K
ME
319
McIlrath & Eck
Washington
$2.31K
SWM
320
Spire Wealth Management
Virginia
$2.15K
SS
321
SBI Securities
Japan
$2.15K
HWA
322
HHM Wealth Advisors
Tennessee
$2.15K
BCMLT
323
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.04K
TFGT
324
TS Financial Group (TSFG)
Illinois
$2K
MIM
325
MTM Investment Management
South Carolina
$1.99K