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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
Pathstone Holdings
176
Pathstone Holdings
New Jersey
$585K +$8.1K +145 +1%
SCM
177
Sterling Capital Management
North Carolina
$569K -$56.5K -1,011 -9%
AM
178
AGF Management
Ontario, Canada
$561K -$18.1K -324 -3%
CIM
179
Cambria Investment Management
California
$553K +$237K +4,243 +80%
AIM
180
Aigen Investment Management
New York
$540K +$521K +9,320 New
PCM
181
Polymer Capital Management
New York
$540K +$249K +4,458 +92%
AC
182
AXQ Capital
New Jersey
$537K +$517K +9,255 New
Nisa Investment Advisors
183
Nisa Investment Advisors
Missouri
$503K -$33.5K -600 -6%
VPIM
184
Vanguard Personalized Indexing Management
California
$499K +$56K +1,002 +13%
NAAA
185
New Age Alpha Advisors
New York
$497K -$21.4K -384 -4%
Pictet Asset Management
186
Pictet Asset Management
Switzerland
$486K +$40.9K +733 +10%
Mackenzie Financial
187
Mackenzie Financial
Ontario, Canada
$478K -$268K -4,795 -37%
Public Employees Retirement Association of Colorado
188
Public Employees Retirement Association of Colorado
Colorado
$471K
FIM
189
Fruth Investment Management
Texas
$463K -$27.9K -500 -6%
Bank of Montreal
190
Bank of Montreal
Ontario, Canada
$459K -$63.3K -1,133 -13%
KAS
191
Kestra Advisory Services
Texas
$438K -$28.2K -505 -6%
VOYA Investment Management
192
VOYA Investment Management
Georgia
$425K +$1.28K +23 +0.3%
GCM
193
Graham Capital Management
Connecticut
$424K -$702K -12,560 -63%
QC
194
Quadrature Capital
United Kingdom
$419K +$403K +7,221 New
Mariner
195
Mariner
Kansas
$412K +$59K +1,057 +17%
X
196
Xponance
Pennsylvania
$398K +$56 +1 +0%
SOADOR
197
State of Alaska Department of Revenue
Alaska
$392K
OF
198
Optimize Financial
California
$389K -$67.1K -1,201 -15%
CCIA
199
Campbell & Co Investment Adviser
Maryland
$369K -$552K -9,877 -61%
FRM
200
Fox Run Management
Connecticut
$362K +$349K +6,242 New

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.