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 %
PCP
26
Proficio Capital Partners
Massachusetts
$1.47M 23,726 – –
SC
27
Searle & Co
Connecticut
$1.4M 22,654 – –
HKAM
28
Horizon Kinetics Asset Management
New York
$1.34M 21,748 -130 -0.6%
UBS AM
29
UBS AM
Illinois
$1.16M 18,756 +3,303 +21%
Morgan Stanley
30
Morgan Stanley
New York
$1.04M 16,852 +118 +0.7%
Vanguard Group
31
Vanguard Group
Pennsylvania
$1.02M 16,532 -788 -5%
NL
32
Nuveen LLC
North Carolina
$999K 16,197 -937,490 -98%
BRIM
33
Broad Run Investment Management
Virginia
$971K 15,721 – –
Geode Capital Management
34
Geode Capital Management
Massachusetts
$948K 14,173 -7,974 -36%
Bank of America
35
Bank of America
North Carolina
$818K 13,246 -13,848 -51%
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$619K 10,014 -4,871 -33%
Ohio Public Employees Retirement System (OPERS)
37
Ohio Public Employees Retirement System (OPERS)
Ohio
$542K 8,777 +1,955 +29%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$524K 8,465 +8,465 New
FDCDDQ
39
Federation des caisses Desjardins du Quebec
Quebec, Canada
$488K 8,630 +2,860 +50%
JVBC
40
J.V. Bruni & Co
Colorado
$466K 7,550 -1,809 -19%
Renaissance Technologies
41
Renaissance Technologies
New York
$463K 7,500 -1,400 -16%
Citadel Advisors
42
Citadel Advisors
Florida
$413K 6,687 +6,687 New
Zurich Cantonal Bank
43
Zurich Cantonal Bank
Switzerland
$393K 6,367 +23 +0.4%
AllianceBernstein
44
AllianceBernstein
Tennessee
$363K 5,868 +5,868 New
Russell Investments Group
45
Russell Investments Group
United Kingdom
$294K 4,773 +388 +9%
SMP
46
Santa Monica Partners
Florida
$285K 4,603 – –
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$273K 4,417 – –
PFSRSONJ
48
Police & Firemen's Retirement System of New Jersey
New Jersey
$272K 4,410 – –
SSA
49
Schonfeld Strategic Advisors
New York
$266K 4,303 +4,303 New
Two Sigma Advisers
50
Two Sigma Advisers
New York
$253K 4,100 – –
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