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Brighthouse Financial

446 hedge funds and large institutions have $2.62B invested in Brighthouse Financial in 2025 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 118 increasing their positions, 139 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 56

3.89% more ownership

Funds ownership: 81.36%85.25% (+3.9%)

2% more funds holding

Funds holding: 438446 (+8)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less capital invested

Capital invested by funds: $2.73B → $2.62B (-$105M)

15% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 139

44% less call options, than puts

Call options by funds: $89.3M | Put options by funds: $158M

Holders
446
Holders Change
+8
Holders Change %
+1.83%
% 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
66
Increased
118
Reduced
139
Closed
56
Calls
$89.3M
Puts
$158M
Net Calls
-$69.2M
Net Calls Change
-$61.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
376
Trust Company of Vermont
Vermont
$753
RWM
377
Rialto Wealth Management
New York
$753 +$225 +4 +40%
LFG
378
Larson Financial Group
Missouri
$753 +$281 +5 +56%
IWP
379
IAG Wealth Partners
Wisconsin
$700
AA
380
Ancora Advisors
Ohio
$699
CWM
381
CarsonAllaria Wealth Management
Illinois
$699
TCM
382
Tradewinds Capital Management
Washington
$646
VWA
383
Valued Wealth Advisors
Utah
$646 +$675 +12 New
MHR
384
Matthew Hamilton Rosenberg
$645
SHIM
385
Stone House Investment Management
Pennsylvania
$645
CTB
386
Country Trust Bank
Illinois
$645 +$675 +12 New
HWA
387
Heritage Wealth Advisors
Virginia
$591
NB
388
NBT Bank
New York
$591
CWP
389
Concord Wealth Partners
Virginia
$591 +$56 +1 +10%
KFI
390
Key Financial Inc
Pennsylvania
$591 +$225 +4 +57%
GEA
391
Glen Eagle Advisors
New Jersey
$538
MSWA
392
Marshall & Sterling Wealth Advisors
New York
$538
NECFA
393
New England Capital Financial Advisors
Connecticut
$538
OLVIG
394
Oliver Lagore Vanvalin Investment Group
Michigan
$522 +$506 +9 New
AA
395
Addison Advisors
Vermont
$484
CFS
396
CGC Financial Services
Oregon
$484
CH
397
Cromwell Holdings
Wyoming
$484 +$506 +9 New
NRG
398
Nemes Rush Group
Michigan
$430
WAS
399
Winch Advisory Services
Wisconsin
$430
PFA
400
Pillar Financial Advisors
Kentucky
$377

BHF Hedge Fund Activity: Q2 2025 in Review

446 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q2 2025, worth a combined $2.62B — down 3.9% from $2.73B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new BHF positions and 56 closed out — a net gain of 10 holders — while 118 added to existing stakes and 139 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $71.5M. The largest seller was Balyasny Asset Management, cutting an estimated $42.1M.

  • 446 institutional investors held Brighthouse Financial (BHF) as of Q2 2025, up from 438 in Q1 2025.
  • Funds reported $2.62B of Brighthouse Financial stock for Q2 2025, down 3.9% quarter-over-quarter.
  • 66 funds opened new Brighthouse Financial positions in Q2 2025 and 56 closed out, a net change of +10 holders.
  • The largest Brighthouse Financial buyer in Q2 2025 was Fidelity Investments, an estimated $71.5M added.
  • The largest Brighthouse Financial seller in Q2 2025 was Balyasny Asset Management, an estimated $42.1M sold.

Based on aggregated 13F filings for Q2 2025.