BNT

Brookfield Wealth Solutions Ltd.
BNT

Overview Fund Activity

108 hedge funds and large institutions have $759M invested in Brookfield Wealth Solutions Ltd. in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 29 reducing their positions, and 10 closing their positions.

Holders
108
Holders Change
+3
Holders Change %
+2.86%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
18
Reduced
29
Closed
10
Calls
$19K
Puts
$19K
Net Calls
–
Net Calls Change
+$52K

Top Buyers

1
TD Asset Management
1
TD Asset Management
Ontario, Canada
$6.92M
2
Legal & General Group
2
Legal & General Group
United Kingdom
$3.87M
3
Millennium Management
3
Millennium Management
New York
$2.62M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$524K
5
Citadel Advisors
5
Citadel Advisors
Florida
$413K

Top Sellers

1
NL
1
Nuveen LLC
North Carolina
$999K
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$4.65M
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$4.67M
4
MBI
4
Montrusco Bolton Investments
Quebec, Canada
$8.31M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$36.3M
Name Market Value Shares Shares
Change 		Shares
Change %
PVI
1
Partners Value Investments
Bermuda
$507M 8,213,563 – –
BC
2
Brookfield Corp
Ontario, Canada
$55.8M 903,843 – –
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$36.3M 586,952 -25,454 -4%
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$30.9M 500,014 – –
Principal Financial Group
5
Principal Financial Group
Iowa
$17M 275,828 -6,017 -2%
Toronto Dominion Bank
6
Toronto Dominion Bank
Ontario, Canada
$10.3M 166,736 +4,672 +3%
CI Investments Inc
7
CI Investments Inc
Ontario, Canada
$9.31M 150,677 -9,200 -6%
MBI
8
Montrusco Bolton Investments
Quebec, Canada
$8.31M 134,655 -33,976 -20%
TD Asset Management
9
TD Asset Management
Ontario, Canada
$6.92M 112,106 +72,602 +184%
TCM
10
Tandem Capital Management
New Jersey
$6.68M 108,074 -160 -0.1%
Canada Pension Plan Investment Board
11
Canada Pension Plan Investment Board
Ontario, Canada
$5.97M 96,488 – –
SIC
12
Schwartz Investment Counsel
Michigan
$5.23M 84,720 – –
National Bank of Canada
13
National Bank of Canada
Quebec, Canada
$4.67M 75,913 -181,882 -71%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$4.65M 75,243 -213,042 -74%
ClearBridge Investments
15
ClearBridge Investments
New York
$3.91M 63,217 -483 -0.8%
Legal & General Group
16
Legal & General Group
United Kingdom
$3.87M 62,769 +50,230 +401%
Mackenzie Financial
17
Mackenzie Financial
Ontario, Canada
$3.65M 59,021 +6,592 +13%
Goldman Sachs
18
Goldman Sachs
New York
$3.39M 54,870 +6,499 +13%
UBS Group
19
UBS Group
Switzerland
$3.28M 53,085 -12,911 -20%
Millennium Management
20
Millennium Management
New York
$2.62M 42,402 +42,402 New
Swiss National Bank
21
Swiss National Bank
Switzerland
$2.31M 37,500 -600 -2%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$2.23M 36,086 – –
CIBC World Market
23
CIBC World Market
Ontario, Canada
$2.06M 33,317 -1,065 -3%
LIM
24
Leavell Investment Management
Alabama
$1.61M 26,025 – –
TPM
25
Triasima Portfolio Management
Quebec, Canada
$1.54M 25,022 -5,929 -19%
1
2 3 4 5