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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
PWMG
401
Private Wealth Management Group
New Jersey
$377
GTAM
402
Global Trust Asset Management
Florida
$376
OW
403
Olistico Wealth
Oklahoma
$376
PWA
404
Provenance Wealth Advisors
Florida
$376
SCA
405
Stuart Chaussee & Associates
California
$376
TIM
406
Tortoise Investment Management
New York
$376
VWM
407
Valley Wealth Managers
New Jersey
$376 +$112 +2 +40%
PTC
408
Private Trust Company
Ohio
$323 -$12.9K -230 -97%
PCFFS
409
Pacific Center for Financial Services
California
$323
HIA
410
HFM Investment Advisors
New Jersey
$323 +$112 +2 +50%
ADL
411
Asset Dedication LLC
California
$269
CTWM
412
Cherry Tree Wealth Management
Minnesota
$269
DFA
413
DHJJ Financial Advisors
Illinois
$269
GJIA
414
Glass Jacobson Investment Advisors
Maryland
$269
GWSA
415
Global Wealth Strategies & Associates
Colorado
$269
HNW
416
High Note Wealth
Minnesota
$269
NC
417
NewSquare Capital
Pennsylvania
$269
NSIM
418
North Star Investment Management
Illinois
$269
PMFA
419
Plante Moran Financial Advisors
Michigan
$269
SL
420
Salomon & Ludwin
Virginia
$269
WCM
421
WealthTrak Capital Management
Virginia
$269
HWM
422
HighMark Wealth Management
Minnesota
$269 +$281 +5 New
HPC
423
HM Payson & Co
Maine
$216 +$225 +4 New
MWA
424
Medallion Wealth Advisors
Connecticut
$215
RA
425
Ransom Advisory
Rhode Island
$215

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.