BHF icon

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
ADL
401
Asset Dedication LLC
California
$290
GWSA
402
Global Wealth Strategies & Associates
Colorado
$290
SL
403
Salomon & Ludwin
Virginia
$290
VWM
404
Valley Wealth Managers
New Jersey
$290
DFA
405
DHJJ Financial Advisors
Illinois
$290
CTWM
406
Cherry Tree Wealth Management
Minnesota
$290
WCM
407
WealthTrak Capital Management
Virginia
$290
HNW
408
High Note Wealth
Minnesota
$290
NC
409
NewSquare Capital
Pennsylvania
$290
GJIA
410
Glass Jacobson Investment Advisors
Maryland
$241
SIS
411
Strategic Investment Solutions
Illinois
$232
RA
412
Ransom Advisory
Rhode Island
$232
HIA
413
HFM Investment Advisors
New Jersey
$232
WT
414
Washington Trust
Rhode Island
$232
PWM
415
Parkworth Wealth Management
California
$174
TCM
416
TD Capital Management
Tennessee
$174
MA
417
MCF Advisors
Kentucky
$174
SNB
418
Security National Bank
Nebraska
$174
VWWMG
419
Vermillion & White Wealth Management Group
Pennsylvania
$174
HIW
420
Holos Integrated Wealth
Pennsylvania
$174
MIM
421
Marshall Investment Management
Colorado
$174
SIS
422
Sound Income Strategies
Florida
$116
VWM
423
Vermillion Wealth Management
Minnesota
$116
BLC
424
Brown, Lisle/Cummings
Rhode Island
$116
HIMS
425
Hager Investment Management Services
New Hampshire
$116