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Brighthouse Financial

443 hedge funds and large institutions have $2.62B invested in Brighthouse Financial in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 119 increasing their positions, 139 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

2% less capital invested

Capital invested by funds: $2.68B → $2.62B (-$60M)

14% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 139

44% less call options, than puts

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

Holders
443
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
$89.3M
Puts
$158M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
376
Larson Financial Group
Missouri
$753
IWP
377
IAG Wealth Partners
Wisconsin
$700
CWM
378
CarsonAllaria Wealth Management
Illinois
$699
AA
379
Ancora Advisors
Ohio
$699
TCM
380
Tradewinds Capital Management
Washington
$646
VWA
381
Valued Wealth Advisors
Utah
$646
SHIM
382
Stone House Investment Management
Pennsylvania
$645
MHR
383
Matthew Hamilton Rosenberg
$645
CTB
384
Country Trust Bank
Illinois
$645
NB
385
NBT Bank
New York
$591
HWA
386
Heritage Wealth Advisors
Virginia
$591
CWP
387
Concord Wealth Partners
Virginia
$591
KFI
388
Key Financial Inc
Pennsylvania
$591
NECFA
389
New England Capital Financial Advisors
Connecticut
$538
MSWA
390
Marshall & Sterling Wealth Advisors
New York
$538
GEA
391
Glen Eagle Advisors
New Jersey
$538
OLVIG
392
Oliver Lagore Vanvalin Investment Group
Michigan
$522
CFS
393
CGC Financial Services
Oregon
$484
AA
394
Addison Advisors
Vermont
$484
CH
395
Cromwell Holdings
Wyoming
$484
NRG
396
Nemes Rush Group
Michigan
$430
WAS
397
Winch Advisory Services
Wisconsin
$430
PWMG
398
Private Wealth Management Group
New Jersey
$377
PFA
399
Pillar Financial Advisors
Kentucky
$377
TIM
400
Tortoise Investment Management
New York
$376