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Brighthouse Financial

410 hedge funds and large institutions have $2.33B invested in Brighthouse Financial in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 103 increasing their positions, 118 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $8.26M | Put options by funds: $4.96M

10% more capital invested

Capital invested by funds: $2.12B → $2.33B (+$203M)

3.93% more ownership

Funds ownership: 78.02%81.95% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 65

1% less funds holding

Funds holding: 416410 (-6)

13% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 118

Holders
410
Holders Change
-6
Holders Change %
-1.44%
% of All Funds
5.4%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
64
Increased
103
Reduced
118
Closed
65
Calls
$8.26M
Puts
$4.96M
Net Calls
+$3.31M
Net Calls Change
+$3.58M
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
451
Reston Wealth Management
Virginia
-$2.12K -47 Closed
HGA
452
Hobbs Group Advisors
South Carolina
-$1.08K -24 Closed
FCM
453
Fourpath Capital Management
Oklahoma
-$991 -22 Closed
APC
454
Aspire Private Capital
North Carolina
-$766 -17 Closed
PCA
455
Providence Capital Advisors
North Carolina
-$720 -16 Closed
JFA
456
JNBA Financial Advisors
Minnesota
-$676 -15 Closed
MAM
457
Marquette Asset Management
Minnesota
-$676 -15 Closed
CA
458
Continuum Advisory
Idaho
-$715 -14 Closed
RBC
459
Roble Belko & Company
Pennsylvania
-$1K -13 Closed
SHIM
460
Stone House Investment Management
Pennsylvania
-$540 -12 Closed
NB
461
NBT Bank
New York
-$495 -11 Closed
BIA
462
Bell Investment Advisors
California
-$451 -10 Closed
FCAS
463
First Command Advisory Services
Texas
-$450 -10 Closed
ATS
464
Ashton Thomas Securities
New York
-$405 -9 Closed
NFA
465
Northwest Financial Advisors
Virginia
-$360 -8 Closed
PS
466
Planned Solutions
California
-$270 -6 Closed
HWM
467
HighMark Wealth Management
Minnesota
-$225 -5 Closed
JIP
468
Jaffetilchin Investment Partners
Florida
-$180 -4 Closed
GWSG
469
GPS Wealth Strategies Group
Colorado
-$45 -1 Closed
IHWM
470
Iron Horse Wealth Management
Iowa
-$45 -1 Closed
ZB
471
Zions Bancorporation
Utah
-$45 -1 Closed

BHF Hedge Fund Activity: Q4 2024 in Review

410 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q4 2024, worth a combined $2.33B — up 9.6% from $2.12B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of BHF and 64 opened new positions — a net loss of 1 holder — while 118 trimmed existing stakes and 103 added.

The largest buyer was Canada Pension Plan Investment Board, adding an estimated $58.1M. The largest seller was D.E. Shaw & Co, cutting an estimated $13.7M.

  • 410 institutional investors held Brighthouse Financial (BHF) as of Q4 2024, down from 416 in Q3 2024.
  • Funds reported $2.33B of Brighthouse Financial stock for Q4 2024, up 9.6% quarter-over-quarter.
  • 64 funds opened new Brighthouse Financial positions in Q4 2024 and 65 closed out, a net change of -1 holder.
  • The largest Brighthouse Financial buyer in Q4 2024 was Canada Pension Plan Investment Board, an estimated $58.1M added.
  • The largest Brighthouse Financial seller in Q4 2024 was D.E. Shaw & Co, an estimated $13.7M sold.

Based on aggregated 13F filings for Q4 2024.