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Brighthouse Financial

435 hedge funds and large institutions have $2.64B invested in Brighthouse Financial in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 100 increasing their positions, 137 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

2.08% more ownership

Funds ownership: 85.25%87.33% (+2.1%)

1% more capital invested

Capital invested by funds: $2.62B → $2.64B (+$17.6M)

9% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 74

2% less funds holding

Funds holding: 446435 (-11)

27% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 137

32% less call options, than puts

Call options by funds: $188M | Put options by funds: $275M

Holders
435
Holders Change
-11
Holders Change %
-2.47%
% of All Funds
5.71%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
67
Increased
100
Reduced
137
Closed
74
Calls
$188M
Puts
$275M
Net Calls
-$87.1M
Net Calls Change
-$17.9M
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
376
IAG Wealth Partners
Wisconsin
$689
CTB
377
Country Trust Bank
Illinois
$637
MHR
378
Matthew Hamilton Rosenberg
$637
SHIM
379
Stone House Investment Management
Pennsylvania
$637
TCM
380
Tradewinds Capital Management
Washington
$637
VWA
381
Valued Wealth Advisors
Utah
$637
KFI
382
Key Financial Inc
Pennsylvania
$585
NB
383
NBT Bank
New York
$584 +$2.05K +42 +382%
GEA
384
Glen Eagle Advisors
New Jersey
$531
MSWA
385
Marshall & Sterling Wealth Advisors
New York
$531
NECFA
386
New England Capital Financial Advisors
Connecticut
$531
CWP
387
Concord Wealth Partners
Virginia
$478 -$98 -2 -18%
AA
388
Addison Advisors
Vermont
$478
CFS
389
CGC Financial Services
Oregon
$478
HI
390
Harbour Investments
Wisconsin
$438 -$293 -6 -43%
NRG
391
Nemes Rush Group
Michigan
$425
WAS
392
Winch Advisory Services
Wisconsin
$425
HNW
393
High Note Wealth
Minnesota
$425 +$146 +3 +60%
LFG
394
Larson Financial Group
Missouri
$372 -$342 -7 -50%
GTAM
395
Global Trust Asset Management
Florida
$372
PFA
396
Pillar Financial Advisors
Kentucky
$372
PWMG
397
Private Wealth Management Group
New Jersey
$372
PWA
398
Provenance Wealth Advisors
Florida
$372
SCA
399
Stuart Chaussee & Associates
California
$372
TIM
400
Tortoise Investment Management
New York
$372

BHF Hedge Fund Activity: Q3 2025 in Review

435 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q3 2025, worth a combined $2.64B — up 0.67% from $2.62B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of BHF and 67 opened new positions — a net loss of 7 holders — while 137 trimmed existing stakes and 100 added.

The largest buyer was UBS Group, adding an estimated $82.5M. The largest seller was Woodline Partners, exiting entirely with an estimated $50.2M sold.

  • 435 institutional investors held Brighthouse Financial (BHF) as of Q3 2025, down from 446 in Q2 2025.
  • Funds reported $2.64B of Brighthouse Financial stock for Q3 2025, up 0.67% quarter-over-quarter.
  • 67 funds opened new Brighthouse Financial positions in Q3 2025 and 74 closed out, a net change of -7 holders.
  • The largest Brighthouse Financial buyer in Q3 2025 was UBS Group, an estimated $82.5M added.
  • The largest Brighthouse Financial seller in Q3 2025 was Woodline Partners, an estimated $50.2M sold.

Based on aggregated 13F filings for Q3 2025.