BNT

Brookfield Wealth Solutions

109 hedge funds and large institutions have $759M invested in Brookfield Wealth Solutions in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0% more call options, than puts

Call options by funds: $19K | Put options by funds: $19K

2.95% less ownership

Funds ownership: 31.2%28.25% (-2.9%)

40% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 30

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
$19K
Puts
$19K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PVI
1
Partners Value Investments
Bermuda
$507M
BC
2
Brookfield Corp
Ontario, Canada
$55.8M
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$36.3M
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$30.9M
Principal Financial Group
5
Principal Financial Group
Iowa
$17M
Toronto Dominion Bank
6
Toronto Dominion Bank
Ontario, Canada
$10.3M
CI Investments Inc
7
CI Investments Inc
Ontario, Canada
$9.31M
MBI
8
Montrusco Bolton Investments
Quebec, Canada
$8.31M
TD Asset Management
9
TD Asset Management
Ontario, Canada
$6.92M
TCM
10
Tandem Capital Management
New Jersey
$6.68M
Canada Pension Plan Investment Board
11
Canada Pension Plan Investment Board
Ontario, Canada
$5.97M
SIC
12
Schwartz Investment Counsel
Michigan
$5.23M
National Bank of Canada
13
National Bank of Canada
Quebec, Canada
$4.67M
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$4.65M
ClearBridge Investments
15
ClearBridge Investments
New York
$3.91M
Legal & General Group
16
Legal & General Group
United Kingdom
$3.87M
Mackenzie Financial
17
Mackenzie Financial
Ontario, Canada
$3.65M
Goldman Sachs
18
Goldman Sachs
New York
$3.39M
UBS Group
19
UBS Group
Switzerland
$3.28M
Millennium Management
20
Millennium Management
New York
$2.62M
Swiss National Bank
21
Swiss National Bank
Switzerland
$2.31M
Fidelity Investments
22
Fidelity Investments
Massachusetts
$2.23M
CIBC World Market
23
CIBC World Market
Ontario, Canada
$2.06M
LIM
24
Leavell Investment Management
Alabama
$1.61M
TPM
25
Triasima Portfolio Management
Quebec, Canada
$1.54M