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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$339M -$2M -35,745 -0.6%
BlackRock
2
BlackRock
New York
$318M -$16.8M -300,217 -5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$196M -$1.26M -22,618 -0.7%
DCM
4
DME Capital Management
New York
$162M -$1.9M -34,000 -1%
State Street
5
State Street
Massachusetts
$130M -$4.85M -86,750 -4%
UBS Group
6
UBS Group
Switzerland
$119M +$34.9M +624,689 +44%
American Century Companies
7
American Century Companies
Missouri
$107M +$8.71M +155,944 +9%
Balyasny Asset Management
8
Balyasny Asset Management
Illinois
$95.6M +$88M +1,576,110 +2,177%
Marshall Wace
9
Marshall Wace
United Kingdom
$63M +$49.6M +887,398 +444%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$61.9M +$1.04M +18,628 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$57.1M +$16M +286,607 +41%
Victory Capital Management
12
Victory Capital Management
Texas
$52.9M +$1.57M +28,080 +3%
Norges Bank
13
Norges Bank
Norway
$45.9M +$1.04M +18,634 +2%
Northern Trust
14
Northern Trust
Illinois
$41.8M +$2.31M +41,323 +6%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$37.5M -$4.8M -86,020 -12%
FGP
16
Freestone Grove Partners
California
$36.1M +$34.7M +621,725 New
AQR Capital Management
17
AQR Capital Management
Connecticut
$36M -$1.4M -25,138 -4%
Voloridge Investment Management
18
Voloridge Investment Management
Florida
$35.7M +$15.9M +284,939 +86%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$33.5M +$31.9M +570,781 +8,322%
SFM
20
Soros Fund Management
New York
$30M +$28.9M +516,904 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$29.6M -$877K -15,704 -3%
Morgan Stanley
22
Morgan Stanley
New York
$28.5M +$1.96M +35,167 +8%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$22.9M +$10M +179,291 +83%
Charles Schwab
24
Charles Schwab
California
$22.4M +$1.34M +23,990 +7%
Two Sigma Investments
25
Two Sigma Investments
New York
$22.2M +$10.6M +189,265 +98%

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.