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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
DFA
376
DHJJ Financial Advisors
Illinois
$241
GJIA
377
Glass Jacobson Investment Advisors
Maryland
$241
WCM
378
WealthTrak Capital Management
Virginia
$241 +$244 +5 New
GWSA
379
Global Wealth Strategies & Associates
Colorado
$240
PMFA
380
Plante Moran Financial Advisors
Michigan
$240
SL
381
Salomon & Ludwin
Virginia
$240
VWM
382
Valley Wealth Managers
New Jersey
$240
GFPC
383
Global Financial Private Client
Florida
$240 +$244 +5 New
HNW
384
High Note Wealth
Minnesota
$240 +$244 +5 New
ICM
385
Islay Capital Management
Texas
$240 +$244 +5 New
MWA
386
Medallion Wealth Advisors
Connecticut
$232 +$195 +4 New
SIM
387
Studio Investment Management
Illinois
$193
OC
388
Oarsman Capital
Wisconsin
$192
RA
389
Ransom Advisory
Rhode Island
$192
PWM
390
Parkworth Wealth Management
California
$192 +$195 +4 New
MA
391
MCF Advisors
Kentucky
$145
KLWA
392
Kelly Lawrence W & Associates
California
$144
LFG
393
Larson Financial Group
Missouri
$144
SNB
394
Security National Bank
Nebraska
$144
TCM
395
TD Capital Management
Tennessee
$144
VWWMG
396
Vermillion & White Wealth Management Group
Pennsylvania
$144
HIW
397
Holos Integrated Wealth
Pennsylvania
$144 +$147 +3 New
CFFP
398
Center for Financial Planning
Michigan
$97
BLC
399
Brown, Lisle/Cummings
Rhode Island
$96
CBT
400
Crews Bank & Trust
Florida
$96 +$98 +2 New

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.