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Brighthouse Financial

436 hedge funds and large institutions have $2.68B invested in Brighthouse Financial in 2025 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 105 increasing their positions, 119 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

1.86% less ownership

Funds ownership: 81.92%80.06% (-1.9%)

12% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 119

17% less call options, than puts

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

Holders
436
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$38M
Puts
$45.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSWA
376
Marshall & Sterling Wealth Advisors
New York
$580
GEA
377
Glen Eagle Advisors
New Jersey
$580
NECFA
378
New England Capital Financial Advisors
Connecticut
$580
RWM
379
Rialto Wealth Management
New York
$580
AA
380
Addison Advisors
Vermont
$522
CFS
381
CGC Financial Services
Oregon
$522
LFG
382
Larson Financial Group
Missouri
$522
WAS
383
Winch Advisory Services
Wisconsin
$464
NRG
384
Nemes Rush Group
Michigan
$464
QL
385
Quarry LP
New York
$464
PWMG
386
Private Wealth Management Group
New Jersey
$406
SCA
387
Stuart Chaussee & Associates
California
$406
KFI
388
Key Financial Inc
Pennsylvania
$406
PFA
389
Pillar Financial Advisors
Kentucky
$406
OW
390
Olistico Wealth
Oklahoma
$406
PWA
391
Provenance Wealth Advisors
Florida
$406
TIM
392
Tortoise Investment Management
New York
$406
GTAM
393
Global Trust Asset Management
Florida
$406
AG
394
AmeriFlex Group
Nevada
$406
PCFFS
395
Pacific Center for Financial Services
California
$348
SIM
396
Synergy Investment Management
Florida
$348
EWM
397
Evermay Wealth Management
Virginia
$348
LWANC
398
Laurel Wealth Advisors (North Carolina)
North Carolina
$348
NSIM
399
North Star Investment Management
Illinois
$290
CTWM
400
Cherry Tree Wealth Management
Minnesota
$290