BNT

Brookfield Wealth Solutions

121 hedge funds and large institutions have $844M invested in Brookfield Wealth Solutions in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 23 increasing their positions, 38 reducing their positions, and 11 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 ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

39% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 38

Holders
121
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
$14K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PVI
1
Partners Value Investments
Bermuda
$563M
BC
2
Brookfield Corp
Ontario, Canada
$61.9M
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$40.1M
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$34.3M
Principal Financial Group
5
Principal Financial Group
Iowa
$19.2M
Vanguard Group
6
Vanguard Group
Pennsylvania
$18.2M
MBI
7
Montrusco Bolton Investments
Quebec, Canada
$9.22M
Toronto Dominion Bank
8
Toronto Dominion Bank
Ontario, Canada
$7.47M
TCM
9
Tandem Capital Management
New Jersey
$7.33M
Goldman Sachs
10
Goldman Sachs
New York
$7.17M
Canada Pension Plan Investment Board
11
Canada Pension Plan Investment Board
Ontario, Canada
$6.61M
CI Investments Inc
12
CI Investments Inc
Ontario, Canada
$6.59M
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$5.15M
Legal & General Group
14
Legal & General Group
United Kingdom
$5.15M
TD Asset Management
15
TD Asset Management
Ontario, Canada
$4.75M
Mackenzie Financial
16
Mackenzie Financial
Ontario, Canada
$4.64M
UBS Group
17
UBS Group
Switzerland
$3.7M
SIC
18
Schwartz Investment Counsel
Michigan
$3.64M
ClearBridge Investments
19
ClearBridge Investments
New York
$2.85M
Swiss National Bank
20
Swiss National Bank
Switzerland
$2.63M
Geode Capital Management
21
Geode Capital Management
Massachusetts
$2.41M
O
22
Ossiam
France
$2.22M
TPM
23
Triasima Portfolio Management
Quebec, Canada
$1.72M
LIM
24
Leavell Investment Management
Alabama
$1.68M
PCP
25
Proficio Capital Partners
Massachusetts
$1.62M