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Brighthouse Financial

410 hedge funds and large institutions have $2.33B invested in Brighthouse Financial in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 103 increasing their positions, 118 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $8.26M | Put options by funds: $4.96M

10% more capital invested

Capital invested by funds: $2.12B → $2.33B (+$203M)

3.93% more ownership

Funds ownership: 78.02%81.95% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 65

1% less funds holding

Funds holding: 416410 (-6)

13% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 118

Holders
410
Holders Change
-6
Holders Change %
-1.44%
% of All Funds
5.4%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
64
Increased
103
Reduced
118
Closed
65
Calls
$8.26M
Puts
$4.96M
Net Calls
+$3.31M
Net Calls Change
+$3.58M
Name Holding Trade Value Shares
Change
Change in
Stake
MSWA
351
Marshall & Sterling Wealth Advisors
New York
$480 +$489 +10 New
AA
352
Addison Advisors
Vermont
$433
CTA
353
Colonial Trust Advisors
South Carolina
$432 -$4.5K -92 -91%
CFS
354
CGC Financial Services
Oregon
$432
OLVIG
355
Oliver Lagore Vanvalin Investment Group
Michigan
$432 +$440 +9 New
TFA
356
Toth Financial Advisory
Virginia
$385
WAS
357
Winch Advisory Services
Wisconsin
$384 +$98 +2 +33%
NRG
358
Nemes Rush Group
Michigan
$384 +$293 +6 +300%
PWMG
359
Private Wealth Management Group
New Jersey
$337
PFA
360
Pillar Financial Advisors
Kentucky
$337 +$342 +7 New
IWP
361
IAG Wealth Partners
Wisconsin
$336
KFI
362
Key Financial Inc
Pennsylvania
$336
OW
363
Olistico Wealth
Oklahoma
$336
PWA
364
Provenance Wealth Advisors
Florida
$336
SCA
365
Stuart Chaussee & Associates
California
$336
TIM
366
Tortoise Investment Management
New York
$336
GTAM
367
Global Trust Asset Management
Florida
$336 +$342 +7 New
LWANC
368
Laurel Wealth Advisors (North Carolina)
North Carolina
$289
MFT
369
Moisand Fitzgerald Tamayo
Florida
$289
PCFFS
370
Pacific Center for Financial Services
California
$289
EWM
371
Evermay Wealth Management
Virginia
$289 +$293 +6 New
AssetMark Inc
372
AssetMark Inc
California
$288 +$195 +4 +200%
SIM
373
Synergy Investment Management
Florida
$288 +$293 +6 New
ADL
374
Asset Dedication LLC
California
$241
CTWM
375
Cherry Tree Wealth Management
Minnesota
$241

BHF Hedge Fund Activity: Q4 2024 in Review

410 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q4 2024, worth a combined $2.33B — up 9.6% from $2.12B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of BHF and 64 opened new positions — a net loss of 1 holder — while 118 trimmed existing stakes and 103 added.

The largest buyer was Canada Pension Plan Investment Board, adding an estimated $58.1M. The largest seller was D.E. Shaw & Co, cutting an estimated $13.7M.

  • 410 institutional investors held Brighthouse Financial (BHF) as of Q4 2024, down from 416 in Q3 2024.
  • Funds reported $2.33B of Brighthouse Financial stock for Q4 2024, up 9.6% quarter-over-quarter.
  • 64 funds opened new Brighthouse Financial positions in Q4 2024 and 65 closed out, a net change of -1 holder.
  • The largest Brighthouse Financial buyer in Q4 2024 was Canada Pension Plan Investment Board, an estimated $58.1M added.
  • The largest Brighthouse Financial seller in Q4 2024 was D.E. Shaw & Co, an estimated $13.7M sold.

Based on aggregated 13F filings for Q4 2024.