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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
BlackRock
1
BlackRock
New York
$322M +$29.6M +607,137 +11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$294M -$8.6M -176,078 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$183M +$2.08M +42,652 +1%
UBS Group
4
UBS Group
Switzerland
$181M +$82.5M +1,690,064 +98%
DCM
5
DME Capital Management
New York
$148M +$1.56M +32,003 +1%
PCM
6
Pentwater Capital Management
Florida
$121M +$65.2M +1,335,000 +141%
American Century Companies
7
American Century Companies
Missouri
$117M +$10.2M +208,630 +10%
State Street
8
State Street
Massachusetts
$112M -$4.08M -83,676 -4%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$94.4M -$3.49M -71,445 -4%
AQR Capital Management
10
AQR Capital Management
Connecticut
$74.1M +$44.7M +915,902 +191%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$56.6M +$1.1M +22,518 +2%
Victory Capital Management
12
Victory Capital Management
Texas
$48.3M -$3.82M -78,243 -8%
Balyasny Asset Management
13
Balyasny Asset Management
Illinois
$39.7M -$7.4M -151,561 -17%
First Trust Advisors
14
First Trust Advisors
Illinois
$36.5M +$8.43M +172,641 +34%
SFM
15
Soros Fund Management
New York
$34.4M -$5.69M -116,634 -15%
Northern Trust
16
Northern Trust
Illinois
$32.1M -$2.36M -48,446 -7%
FGP
17
Freestone Grove Partners
California
$31.5M +$28.9M +592,783 New
Millennium Management
18
Millennium Management
New York
$29.8M +$23M +472,108 +530%
TAL
19
TIG Advisors LLC
New York
$28.5M +$12.7M +259,514 +94%
Morgan Stanley
20
Morgan Stanley
New York
$26.9M -$3.62M -74,206 -13%
Marshall Wace
21
Marshall Wace
United Kingdom
$26.6M -$19M -390,065 -44%
Bank of America
22
Bank of America
North Carolina
$26.6M +$8.68M +177,903 +55%
Charles Schwab
23
Charles Schwab
California
$25M +$2.78M +56,985 +14%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$24.4M -$924K -18,930 -4%
Invesco
25
Invesco
Georgia
$22.4M +$1.54M +31,605 +8%

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.