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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
VWM
401
Valley Wealth Managers
New Jersey
$372
PCFFS
402
Pacific Center for Financial Services
California
$319
PTC
403
Private Trust Company
Ohio
$318
UFPG
404
United Financial Planning Group
New York
$318 +$293 +6 New
CH
405
Cromwell Holdings
Wyoming
$266 -$195 -4 -44%
ADL
406
Asset Dedication LLC
California
$266
CTWM
407
Cherry Tree Wealth Management
Minnesota
$266
DFA
408
DHJJ Financial Advisors
Illinois
$266
GJIA
409
Glass Jacobson Investment Advisors
Maryland
$266
CFG
410
Clayton Financial Group
Missouri
$266 +$244 +5 New
HIA
411
HFM Investment Advisors
New Jersey
$265 -$49 -1 -17%
GWSA
412
Global Wealth Strategies & Associates
Colorado
$265
HWM
413
HighMark Wealth Management
Minnesota
$265
NSIM
414
North Star Investment Management
Illinois
$265
PMFA
415
Plante Moran Financial Advisors
Michigan
$265
SL
416
Salomon & Ludwin
Virginia
$265
PB
417
Pinnacle Bancorp
Nebraska
$212 -$635 -13 -76%
BHWM
418
Bay Harbor Wealth Management
Maryland
$212
MWA
419
Medallion Wealth Advisors
Connecticut
$212
RA
420
Ransom Advisory
Rhode Island
$212
SIS
421
Strategic Investment Solutions
Illinois
$212
HFS
422
Horizon Financial Services
North Carolina
$212 +$195 +4 New
MA
423
MCF Advisors
Kentucky
$160
SNB
424
Security National Bank
Nebraska
$159
VWWMG
425
Vermillion & White Wealth Management Group
Pennsylvania
$159

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.