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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
NA
301
NewEdge Advisors
Louisiana
$4.3K
AAS
302
Ameritas Advisory Services
Nebraska
$4.25K +$4.44K +79 New
CT
303
Clearstead Trust
Maine
$3.87K -$56 -1 -1%
SPIA
304
Steward Partners Investment Advisory
New York
$3.82K
SC
305
SouthState Corp
Florida
$3.55K
AGWCA
306
Annis Gardner Whiting Capital Advisors
Florida
$3.39K
CTA
307
Colonial Trust Advisors
South Carolina
$3.39K
CT
308
Caldwell Trust
Florida
$3.17K -$506 -9 -13%
NS
309
NBC Securities
Alabama
$3K
MPWT
310
MassMutual Private Wealth & Trust
Connecticut
$2.96K +$675 +12 +28%
AssetMark Inc
311
AssetMark Inc
California
$2.9K -$1.01K -18 -25%
GK
312
Graney & King
New York
$2.9K
WA
313
WPG Advisers
Maryland
$2.8K
AF
314
Advisornet Financial
Minnesota
$2.74K +$112 +2 +4%
FMII
315
Farmers & Merchants Investments Inc
Nebraska
$2.74K +$281 +5 +11%
RTL
316
Red Tortoise LLC
Georgia
$2.63K
BC
317
Barrett & Company
Rhode Island
$2.53K
AEPWM
318
Atlantic Edge Private Wealth Management
Florida
$2.47K
RIL
319
Rothschild Investment LLC
Illinois
$2.37K -$281 -5 -10%
SN
320
Sittner & Nelson
Oregon
$2.37K
ME
321
McIlrath & Eck
Washington
$2.31K
SWM
322
Spire Wealth Management
Virginia
$2.15K -$956 -17 -30%
SS
323
SBI Securities
Japan
$2.15K -$112 -2 -5%
HWA
324
HHM Wealth Advisors
Tennessee
$2.15K
BCMLT
325
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.04K -$169 -3 -7%

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.