BNT

Brookfield Wealth Solutions

109 hedge funds and large institutions have $854M invested in Brookfield Wealth Solutions in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 61 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less ownership

Funds ownership:

18% less call options, than puts

Call options by funds: $595K | Put options by funds: $728K

26% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 19

67% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 61

Holders
109
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$595K
Puts
$728K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PVI
1
Partners Value Investments
Bermuda
$566M
BC
2
Brookfield Corp
Ontario, Canada
$62.3M
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$40.4M
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$34.5M
Vanguard Group
5
Vanguard Group
Pennsylvania
$28.7M
Principal Financial Group
6
Principal Financial Group
Iowa
$17.1M
MBI
7
Montrusco Bolton Investments
Quebec, Canada
$10.8M
Canada Pension Plan Investment Board
8
Canada Pension Plan Investment Board
Ontario, Canada
$9.92M
Norges Bank
9
Norges Bank
Norway
$9.75M
TCM
10
Tandem Capital Management
New Jersey
$7.1M
CI Investments Inc
11
CI Investments Inc
Ontario, Canada
$6.45M
Mackenzie Financial
12
Mackenzie Financial
Ontario, Canada
$5.59M
Legal & General Group
13
Legal & General Group
United Kingdom
$4.82M
Toronto Dominion Bank
14
Toronto Dominion Bank
Ontario, Canada
$4.42M
SIC
15
Schwartz Investment Counsel
Michigan
$4.02M
Goldman Sachs
16
Goldman Sachs
New York
$3.64M
TD Asset Management
17
TD Asset Management
Ontario, Canada
$3.38M
Geode Capital Management
18
Geode Capital Management
Massachusetts
$2.67M
UBS Group
19
UBS Group
Switzerland
$2.43M
CIBC World Market
20
CIBC World Market
Ontario, Canada
$2.17M
Swiss National Bank
21
Swiss National Bank
Switzerland
$2.09M
TPM
22
Triasima Portfolio Management
Quebec, Canada
$1.77M
LIM
23
Leavell Investment Management
Alabama
$1.69M
PCP
24
Proficio Capital Partners
Massachusetts
$1.64M
SC
25
Searle & Co
Connecticut
$1.56M