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Brighthouse Financial

438 hedge funds and large institutions have $2.73B invested in Brighthouse Financial in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 107 increasing their positions, 120 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 43

17% more capital invested

Capital invested by funds: $2.33B → $2.73B (+$399M)

7% more funds holding

Funds holding: 410438 (+28)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.59% less ownership

Funds ownership: 81.95%81.36% (-0.59%)

11% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 120

17% less call options, than puts

Call options by funds: $38M | Put options by funds: $45.8M

Holders
438
Holders Change
+28
Holders Change %
+6.83%
% 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
76
Increased
107
Reduced
120
Closed
43
Calls
$38M
Puts
$45.8M
Net Calls
-$7.81M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
426
Center for Financial Planning
Michigan
$116
CBT
427
Crews Bank & Trust
Florida
$116
HIMS
428
Hager Investment Management Services
New Hampshire
$116
VWM
429
Vermillion Wealth Management
Minnesota
$116
FCAS
430
First Command Advisory Services
Texas
$116 +$112 +2 New
MSG
431
Main Street Group
Virginia
$116 +$112 +2 New
AWM
432
Activest Wealth Management
Florida
$58
RI
433
Ridgewood Investments
New Jersey
$58
BBHC
434
Brown Brothers Harriman & Co
New York
$58 +$56 +1 New
BHWM
435
Bay Harbor Wealth Management
Maryland
$57 +$56 +1 New
CW
436
Curio Wealth
Maryland
$48 +$56 +1 New
Dodge & Cox
437
Dodge & Cox
California
-$320M -6,669,575 Closed
Canada Pension Plan Investment Board
438
Canada Pension Plan Investment Board
Ontario, Canada
-$87.6M -1,823,162 Closed
PMG
439
Private Management Group
California
-$15.9M -330,880 Closed
RA
440
Royce & Associates
New York
-$4.68M -97,360 Closed
Squarepoint
441
Squarepoint
New York
-$1.55M -32,238 Closed
BCM
442
Bayesian Capital Management
New York
-$595K -12,381 Closed
JG
443
Jain Global
New York
-$591K -12,301 Closed
SC
444
Shay Capital
New York
-$480K -10,000 Closed
FHB
445
First Hawaiian Bank
Hawaii
-$443K -9,217 Closed
CC
446
Corton Capital
Ontario, Canada
-$351K -7,306 Closed
BC
447
Bridgefront Capital
Texas
-$253K -5,260 Closed
LAM
448
LECAP Asset Management
United Kingdom
-$251K -5,234 Closed
PGFC
449
Peapack-Gladstone Financial Corp
New Jersey
-$205K -4,276 Closed
CAM
450
Cresset Asset Management
Illinois
-$205K -4,273 Closed

BHF Hedge Fund Activity: Q1 2025 in Review

438 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q1 2025, worth a combined $2.73B — up 17% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new BHF positions and 43 closed out — a net gain of 33 holders — while 107 added to existing stakes and 120 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $88M. The largest seller was Dodge & Cox, exiting entirely with an estimated $320M sold.

  • 438 institutional investors held Brighthouse Financial (BHF) as of Q1 2025, up from 410 in Q4 2024.
  • Funds reported $2.73B of Brighthouse Financial stock for Q1 2025, up 17% quarter-over-quarter.
  • 76 funds opened new Brighthouse Financial positions in Q1 2025 and 43 closed out, a net change of +33 holders.
  • The largest Brighthouse Financial buyer in Q1 2025 was Balyasny Asset Management, an estimated $88M added.
  • The largest Brighthouse Financial seller in Q1 2025 was Dodge & Cox, an estimated $320M sold.

Based on aggregated 13F filings for Q1 2025.