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Brighthouse Financial

442 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, 118 increasing their positions, 139 reducing their positions, and 56 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 (-$59.7M)

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
442
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
GTAM
401
Global Trust Asset Management
Florida
$376
SCA
402
Stuart Chaussee & Associates
California
$376
PWA
403
Provenance Wealth Advisors
Florida
$376
VWM
404
Valley Wealth Managers
New Jersey
$376
PTC
405
Private Trust Company
Ohio
$323
PCFFS
406
Pacific Center for Financial Services
California
$323
HIA
407
HFM Investment Advisors
New Jersey
$323
GJIA
408
Glass Jacobson Investment Advisors
Maryland
$269
CTWM
409
Cherry Tree Wealth Management
Minnesota
$269
WCM
410
WealthTrak Capital Management
Virginia
$269
NSIM
411
North Star Investment Management
Illinois
$269
PMFA
412
Plante Moran Financial Advisors
Michigan
$269
DFA
413
DHJJ Financial Advisors
Illinois
$269
NC
414
NewSquare Capital
Pennsylvania
$269
SL
415
Salomon & Ludwin
Virginia
$269
ADL
416
Asset Dedication LLC
California
$269
HNW
417
High Note Wealth
Minnesota
$269
GWSA
418
Global Wealth Strategies & Associates
Colorado
$269
HWM
419
HighMark Wealth Management
Minnesota
$269
HPC
420
HM Payson & Co
Maine
$216
SIS
421
Strategic Investment Solutions
Illinois
$215
RA
422
Ransom Advisory
Rhode Island
$215
BHWM
423
Bay Harbor Wealth Management
Maryland
$215
MA
424
MCF Advisors
Kentucky
$162
CTC
425
Central Trust Company
Missouri
$162