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Brighthouse Financial
BHF

438 hedge funds and large institutions have $2.73B invested in Brighthouse Financial in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 107 increasing their positions, 120 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 43

17% more capital invested

Capital invested by funds: $2.33B → $2.73B (+$399M)

7% more funds holding

Funds holding: 410 → 438 (+28)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.59% less ownership

Funds ownership: 81.95% → 81.36% (-0.59%)

11% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 120

17% less call options, than puts

Call options by funds: $38M | Put options by funds: $45.8M

Holders
438
Holders Change
+28
Holders Change %
+6.83%
% 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
76
Increased
107
Reduced
120
Closed
43
Calls
$38M
Puts
$45.8M
Net Calls
-$7.81M
Net Calls Change
-$11.1M

Top Buyers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$88M
2
Marshall Wace
Marshall Wace
United Kingdom
+$49.6M
3
UBS Group
UBS Group
Switzerland
+$34.9M
4
FGP
Freestone Grove Partners
California
+$34.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$31.9M

Top Sellers

Rank Fund Capital Flow
1
Dodge & Cox
Dodge & Cox
California
-$320M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$87.6M
3
BlackRock
BlackRock
New York
-$16.8M
4
PMG
Private Management Group
California
-$15.9M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$8.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
376
Concord Wealth Partners
Virginia
$580 – – –
GEA
377
Glen Eagle Advisors
New Jersey
$580 – – –
MSWA
378
Marshall & Sterling Wealth Advisors
New York
$580 – – –
NECFA
379
New England Capital Financial Advisors
Connecticut
$580 – – –
RWM
380
Rialto Wealth Management
New York
$580 +$559 +10 New
AA
381
Addison Advisors
Vermont
$522 – – –
CFS
382
CGC Financial Services
Oregon
$522 – – –
LFG
383
Larson Financial Group
Missouri
$522 +$335 +6 +200%
NRG
384
Nemes Rush Group
Michigan
$464 – – –
WAS
385
Winch Advisory Services
Wisconsin
$464 – – –
QL
386
Quarry LP
New York
$464 +$447 +8 New
GTAM
387
Global Trust Asset Management
Florida
$406 – – –
KFI
388
Key Financial Inc
Pennsylvania
$406 – – –
OW
389
Olistico Wealth
Oklahoma
$406 – – –
PFA
390
Pillar Financial Advisors
Kentucky
$406 – – –
PWMG
391
Private Wealth Management Group
New Jersey
$406 – – –
PWA
392
Provenance Wealth Advisors
Florida
$406 – – –
SCA
393
Stuart Chaussee & Associates
California
$406 – – –
TIM
394
Tortoise Investment Management
New York
$406 – – –
AG
395
AmeriFlex Group
Nevada
$406 +$391 +7 New
EWM
396
Evermay Wealth Management
Virginia
$348 – – –
LWANC
397
Laurel Wealth Advisors (North Carolina)
North Carolina
$348 – – –
PCFFS
398
Pacific Center for Financial Services
California
$348 – – –
SIM
399
Synergy Investment Management
Florida
$348 – – –
NSIM
400
North Star Investment Management
Illinois
$290 -$7.26K -130 -96%
14 15
16
17 18

BHF Hedge Fund Activity: Q1 2025 in Review

438 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q1 2025, worth a combined $2.73B — up 17% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new BHF positions and 43 closed out — a net gain of 33 holders — while 107 added to existing stakes and 120 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $88M. The largest seller was Dodge & Cox, exiting entirely with an estimated $320M sold.

  • 438 institutional investors held Brighthouse Financial (BHF) as of Q1 2025, up from 410 in Q4 2024.
  • Funds reported $2.73B of Brighthouse Financial stock for Q1 2025, up 17% quarter-over-quarter.
  • 76 funds opened new Brighthouse Financial positions in Q1 2025 and 43 closed out, a net change of +33 holders.
  • The largest Brighthouse Financial buyer in Q1 2025 was Balyasny Asset Management, an estimated $88M added.
  • The largest Brighthouse Financial seller in Q1 2025 was Dodge & Cox, an estimated $320M sold.

Based on aggregated 13F filings for Q1 2025.