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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
CTA
301
Colonial Trust Advisors
South Carolina
$3.34K
AGWCA
302
Annis Gardner Whiting Capital Advisors
Florida
$3.29K -$49 -1 -2%
SC
303
SouthState Corp
Florida
$3.24K -$244 -5 -8%
HNB
304
Huntington National Bank
Ohio
$3.18K +$2K +41 +216%
CT
305
Caldwell Trust
Florida
$3.13K
CCM
306
Cloud Capital Management
Washington
$3K +$3.61K +74 New
MPWT
307
MassMutual Private Wealth & Trust
Connecticut
$2.92K
FMII
308
Farmers & Merchants Investments Inc
Nebraska
$2.87K +$146 +3 +6%
WA
309
WPG Advisers
Maryland
$2.76K
AF
310
Advisornet Financial
Minnesota
$2.71K
RTL
311
Red Tortoise LLC
Georgia
$2.6K
BC
312
Barrett & Company
Rhode Island
$2.5K
AEPWM
313
Atlantic Edge Private Wealth Management
Florida
$2.44K
SN
314
Sittner & Nelson
Oregon
$2.34K
GWM
315
Geneos Wealth Management
Colorado
$2.28K -$2.44K -50 -54%
ME
316
McIlrath & Eck
Washington
$2.28K
HWA
317
HHM Wealth Advisors
Tennessee
$2.18K +$49 +1 +3%
SS
318
SBI Securities
Japan
$2.12K
HFS
319
Hughes Financial Services
Virginia
$2.04K
LSA
320
Leonteq Securities AG
Switzerland
$2.02K
MIM
321
MTM Investment Management
South Carolina
$1.96K
MCM
322
MV Capital Management
Maryland
$1.96K +$146 +3 +9%
MSFP
323
Mark Sheptoff Financial Planning
Connecticut
$1.96K +$928 +19 +106%
IA
324
IFP Advisors
Florida
$1.86K -$34.4K -705 -95%
AFWM
325
Abich Financial Wealth Management
Virginia
$1.86K +$1.71K +35 New

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.